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Abby G

Series 63, Series 65

Perry, GA

Valic Financial Advisors

Abby Gordy is a financial advisor with Valic Financial Advisors in Perry, GA. She holds Series 63 and Series 65 licenses and has nine years of experience in the financial services industry, including prior roles at Agia and Publix. Outside of advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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John L

Series 66

Perry, GA

Valic Financial Advisors

John Lamberth is a Series 66-licensed financial advisor with Valic Financial Advisors in Perry, GA, bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Lamberth is involved in several agricultural ventures, including ownership and partnership positions in pecan farming operations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors nationwide.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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