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Paul D
Series 65, Series 66
Vidalia, GA
Southern Georgia Wealth Advisors
Paul Daft is a financial advisor at Southern Georgia Wealth Advisors with three years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill Lynch Pierce Fenner & Smith Inc. and Thrivent Financial. His background includes roles outside finance, such as positions in biotech companies. Southern Georgia Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs an investment approach combining fundamental and cyclical analysis with modern portfolio theory, utilizing strategies such as option writing and leveraged ETF exposure.
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