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Cristie D

Series 65, Series 66

Valdosta, GA

UL Wealth LLC

Cristie Dasher is an advisor with UL Wealth LLC in Valdosta, GA, holding Series 65 and Series 66 credentials. She has one year of industry experience, including prior work at Edward Jones and Horse Cove Partners. UL Wealth LLC is a small, supported registered investment adviser managing approximately $49 million across 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, utilizing model portfolios and exchange-traded funds as part of its investment approach.

Retirement income strategy Wealth management Real estate investing
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Gary H

Series 63, Series 66

Valdosta, GA

UL Wealth LLC

Gary Howard is a financial advisor with UL Wealth LLC in Valdosta, GA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill Lynch. UL Wealth LLC is a supported registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios and exchange-traded funds alongside tax-efficient asset location and rebalancing strategies.

Retirement income strategy Wealth management Real estate investing
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Michael B

Series 65

Valdosta, GA

UL Wealth LLC

Michael Browning is a Series 65-licensed advisor with UL Wealth LLC, where he has worked since 2020 and has six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years and has managed M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business, since 1994. UL Wealth LLC is a small registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs model portfolios and exchange-traded funds, focusing on tax-efficient asset location and opportunistic rebalancing.

Retirement income strategy Wealth management Real estate investing
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Matthew P

Series 65

Valdosta, GA

UL Wealth LLC

Matthew Pittman is a financial advisor at UL Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Brookwood North Investment Advisors. UL Wealth LLC is a registered investment adviser managing approximately $49 million across about 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, frequently employing model portfolios and exchange-traded funds as part of its investment approach.

Retirement income strategy Wealth management Real estate investing
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