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Robert W

CFA®, Series 63, Series 65

Augusta, GA

Wynn Capital

Robert Wynn is a CFA® charterholder with 13 years of industry experience. He has been with Wynn Capital since 2015 and previously worked at Asset Advisors Corporation from 2013 to 2015. Wynn Capital serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management and ERISA plan services with a focus on a long-term, buy-and-hold equity strategy centered on large, established publicly traded companies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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Michael T

Series 65

Augusta, GA

Wynn Capital

Michael Turner is a financial advisor at Wynn Capital with seven years of industry experience. He holds a Series 65 designation and previously worked at Elliott Davis, LLC for six years before joining Wynn Capital in 2018. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, including ERISA plan services and 3(38) investment manager options. The firm focuses on long-term ownership of large, established companies using fundamental and technical analysis, managing portfolios primarily with individual stocks and bonds on a discretionary basis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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Joshua B

Series 65

Augusta, GA

Wynn Capital

Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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