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William D
CFP®, Series 63
Calhoun, GA
OSAIC
William Dudley is a CFP® with 33 years of industry experience, currently affiliated with OSAIC. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Dudley is also involved in nonprofit activities, serving as a board member and treasurer for the Winner's Club of Calhoun and as a board member of the Community Foundation of NW Georgia. OSAIC serves a diverse client base, including individual and institutional investors, by providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.
Ethan C
Series 66
Calhoun, GA
OSAIC
Ethan Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously with Dudley Asset Management, where he assists advisors with client management and retirement plan services. Outside of his advisory role, he is involved in life insurance sales through a related business activity. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports a variety of investment strategies across multiple platforms.
Taylor M
Series 66
Calhoun, GA
OSAIC
Taylor Mcbee is a financial advisor with OSAIC, holding a Series 66 credential and 14 years of industry experience. Prior to joining OSAIC in 2018, Mcbee worked at Signator Investors, Inc. and has operated independently through Dudley Asset Management since 2012. Outside of advisory work, Mcbee serves as a regional board member for the Boys and Girls Club and is co-president of the Westside Elementary Parent Teachers Organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers and specialized investment platforms.
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