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John G
Series 63, Series 65
Athens, GA
Wealth Enhancement Advisory Services, LLC
John Gholson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial and FinTrust Capital Partners, among other firms. Outside of his advisory role, he is involved with GR Productions and has served on the board of The Cancer Foundation of Northeast Georgia. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations using a blend of passive and active managers overseen by an internal Investment Committee.
Elizabeth C
Series 66
Athens, GA
Wealth Enhancement Advisory Services, LLC
Elizabeth Carter is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of finance, she managed Beca Designs for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers overseen by an internal Investment Committee.
James T
CFA®, Series 63
Athens, GA
Wealth Enhancement Advisory Services, LLC
James Treadwell is a CFA® charterholder with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at FinTrust Brokerage Services, LLC and Silver Oak Securities, Inc. He is vice president of The Cancer Foundation of Northeast Georgia, where he provides financial assistance to cancer patients in a 25-county region. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.
Teresa S
Series 65
Athens, GA
Wealth Enhancement Advisory Services, LLC
Teresa Sylvester is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. She previously worked at FinTrust Capital Partners, LLC and FinTrust Capital Advisors, LLC before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.
Lee B
Series 63, Series 65
Athens, GA
Wealth Enhancement Advisory Services, LLC
Lee Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, FinTrust Brokerage Services, and FinTrust Capital Partners, among others. He is based in Athens, GA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.
Harry P
Series 63, Series 65
Athens, GA
Wealth Enhancement Advisory Services, LLC
Harry Popper III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at FinTrust Capital Advisors, LLC, Fintrust Capital Partners, LLC, UBS Financial Services, and LPL Financial LLC. He operates out of Athens, GA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based investment strategies blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and sub-advisory relationships.
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