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2 advisors near 31096
Out of 400,000+ nationwide
Madison B
Series 66
Wrightsville, GA
Cetera
Madison Bennett is a financial advisor at Cetera with eight years of industry experience. She holds the Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, Madison is involved in tax preparation and accounting services through her leadership positions at Madison Ashleigh LLC and Sweat & Associates LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a large network of independent advisors and a variety of investment program options.
Donnie S
Series 63, Series 65
Wrightsville, GA
Cetera
Donnie Sweat is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at Avantax Investment Services and The State Life Insurance Company. Outside of advisory work, he is involved in tax preparation and accounting through multiple business entities and serves on the board of Southeastern Technical College as well as participating in local Rotary activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.
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2 advisors near 31096
Out of 400,000+ nationwide