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Robert G
Series 63, Series 65
Atlanta, GA
Focus Partners Wealth, LLC
Robert Graham IV is an advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked for 16 years at Teachers College, Columbia University. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm provides comprehensive wealth services and employs a tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, along with access to a wide range of investment strategies and affiliated service companies.
Brendan T
Series 65
Atlanta, GA
Focus Partners Wealth, LLC
Brendan Treanor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and recent entry into the industry. His prior work experience includes roles at Coastal Caroline National Bank, Carrier Enterprise, and positions during his time at the University of South Carolina. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis alongside a broad network of affiliated service companies and product relationships.
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