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311 advisors near
30236
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Out of 400,000+ nationwide
Luka K
Series 66
Peachtree City, GA
Raymond James Financial
Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Damon B
Series 63, Series 65
Atlanta, GA
Primerica Advisors
Damon Butler is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Primerica Advisors since 1996 and concurrently works with the General Services Administration since 1991. Outside of financial advising, he is involved as an investor in a faith-based production company and is a partner in a meat and produce farming business in Georgia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a wrap-fee structure.
Stephen F
Series 66
Peachtree City, GA
Edward Jones
Stephen Fulmer Jr. is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2017, with roles in university housing and residential communities as well as involvement with day camps and student government at the University of Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Deborah L
Series 66
Peachtree City, GA
Edward Jones
Deborah Landry is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Edward Jones since 2018 and prior employment in education and retail sectors. She was also involved with Peachtree City United Methodist Church from 2020 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.
Pamela N
Series 63, Series 65, Series 66
Peachtree City, GA
Morgan Stanley
Pamela Nichols is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farming business in Macon, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages significant client assets and delivers services through both direct individual engagements and corporate financial planning agreements.
Shaun C
CFP®, Series 63, Series 65
Fayetteville, GA
LPL Financial
Shaun Crawley is a CFP® professional with 23 years of experience in financial advising. He has worked with LPL Financial since 2014 and has also been affiliated with Delta Community Credit Union since 2009. Prior to that, he spent one year at Fortitude Advisory Group L.L.C. He holds Series 63 and Series 65 licenses and operates out of Fayetteville, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and supports its advisors with various technology tools while overseeing more than $819 billion in discretionary assets.
Carolyn F
CFP®, Series 66
McDonough, GA
Edward Jones
Carolyn Fraser is a CFP® and Series 66 credentialed financial advisor with Edward Jones in McDonough, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as Chair of the Finance Team at Wesley Chapel United Methodist Church, managing financial meetings and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and supports clients through a nationwide network of over 23,000 advisors.
Jenna W
Series 66
Peachtree City, GA
Morgan Stanley
Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.
Wade G
Series 63, Series 65
Peachtree, GA
Raymond James Financial
Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Joseph P
Series 66
Peachtree, GA
Raymond James Financial
Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Matthew D
Series 66
Fayetteville, GA
Raymond James & Associates
Matthew Douglas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He also works part-time supporting equipment staff for the Jacksonville Jaguars. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and a network of affiliated financial services.
Shana M
Series 66
Peachtree City, GA
Merrill
Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in assisting families and business owners with strategic financial planning. She focuses on helping clients navigate financial challenges such as funding education, caring for aging parents, planning for retirement, and managing business finances by prioritizing goals into Essential, Important, and Aspirational categories to create tailored financial roadmaps. Momin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her credentials from the Kaplan School of Financial Planning. Her approach incorporates asset allocation aligned with clients' goals and risk tolerance, utilizing Merrill's investment products and Bank of America's banking and lending services. Outside her professional work, Shana Momin engages in personal interests such as cooking, interior decorating, painting, reading, sewing, traveling, and yoga. She values understanding clients' priorities to develop personalized financial plans that address their unique goals and aspirations.
Robert A
Series 63, Series 66
Peachtree City, GA
Raymond James Financial
Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Kimberly W
CFP®, Series 66
East Point, GA
Cambridge Investment Research Advisors
Kimberly Weaver is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2008. She holds Series 66 licensure and has been involved in various roles including consulting on elder and special needs planning and serving as a board member of the Emory University Alumni Group. Additionally, she owns a custom floral design business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a variety of implementation platforms and both proprietary and third-party investment strategies.
Brian C
CFP®, Series 63
Fayetteville, GA
Wells Fargo Clearing
Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Brian M
Series 66
Peachtree City, GA
Edward Jones
Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,700 financial advisors.
Bruce O
CFP®, Series 63, Series 65
Fayetteville, GA
Cetera
Bruce Olmstead is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has also worked at Summit Financial Networks and related firms. Outside of his advisory work, he serves on the board of Mom2Mom Atlanta South, a nonprofit focused on mentoring young mothers. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Brandon M
Series 63, Series 65
Peachtree City, GA
Morgan Stanley
Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.
James B
CFP®, Series 63, Series 66
Peachtree City, GA
Edward Jones
James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Widmark C
Series 63, Series 65
Atlanta, GA
Edelman Financial Engines
Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.
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311 advisors near
30236
within the area shown on the map
Out of 400,000+ nationwide