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Freddy M

Series 63, Series 66

Atlanta, GA

Cetera

Freddy Mcculloch Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and Regions Bank since 2020, following six years at Synovus Bank and Synovus Securities. His other business activities include serving as a wealth advisor at Regions Bank, focusing on customer service, deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William M

CFP®, Series 66, Series 63

Atlanta, GA

Cetera

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His prior experience includes roles at Truist Bank, Regions Bank, LPL Financial, Spire Wealth Management, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and third-party manager options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Warren M

Series 66

Atlanta, GA

Cetera

Warren Mitchell II is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities, Bank of America Private Bank, and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

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