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Edward A

Series 66

Savannah, GA

Sound View Wealth Advisors Group, LLC

Edward Ambrose is a financial advisor with Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Sound View Wealth Advisors Group since 2019 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved with Golf Ground Up, LLC, a golf instruction business. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment process emphasizes long-term fundamental analysis through an internal committee and incorporates model portfolios, external managers, and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Kelly B

CFP®, Series 63, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Kelly Bouchillon is a CFP® with 36 years of industry experience, currently serving as a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill Lynch and Bank of America. She is also a board member of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, and institutional clients. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers a range of fiduciary and plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Melissa B

CFP®, Series 66

Savannah, GA

Sound View Wealth Advisors Group, LLC

Melissa Bouchillon is a CFP® professional with 21 years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2019. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a director on the board of the Landings Military Relief Fund and is a committee member for the Savannah Music Festival, both charitable organizations in Savannah, Georgia. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm emphasizes a long-term, fundamental investment approach supported by an internal investment committee and offers a range of fiduciary and plan-related services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Chelsea L

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Chelsea Landreau is an advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 credential and currently based in Savannah, GA. She joined Sound View in 2024 and has prior experience at Synovus Bank, Berry College, Creekside School, and Harris County High School. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis and long-term investment approach, managing assets directly or through external managers while monitoring performance and suitability continuously.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Oscar H

CFP®, Series 63, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Nina B

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 65 designation with eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hodges, Harbin, Newberry and Tribble, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, estates, private foundations, and qualified retirement plans, as well as ERISA 3(38) fiduciary services. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers support for institutional plan needs including plan review, fee benchmarking, and participant education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Joshua H

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Joshua Hegland is a CFP® with six years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC and previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment process emphasizes fundamental analysis and a long-term orientation, utilizing model portfolios and external managers to serve its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Mark S

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Mark Silvers is a CFP® professional with four years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2022. Prior to this, he worked with 5th Avenue Solutions for two years and was self-employed for twelve years. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a long-term, fundamental analysis approach, utilizing an investment committee to oversee model portfolios, mutual funds, ETFs, and external managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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