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Kay W

Series 66, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. She is also involved with Corbet Capital Advisors in an investment-related capacity. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis methods.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert D

CFA®, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Robert Douglass is a CFA® charterholder and holds a Series 66 license, with 25 years of industry experience. He has been with Arkadios Wealth Advisors since 2021 and previously worked at JPMorgan Chase and J.P. Morgan Securities for seven years. In addition to his advisory role, he serves as a managing partner for Corbet Capital Advisors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a range of managed accounts, third-party money managers, and financial planning solutions. The firm supports advisors with internal portfolio teams and employs fundamental, technical, and cyclical analysis in its investment approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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