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551 advisors near
30260
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Out of 400,000+ nationwide
Brandon T
Series 66
Atlanta, GA
Truist Advisory Services
Brandon Trowel is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has three years of industry experience. His work history includes roles at Truist Investment Services, Bank of America, Merrill, and earlier experience at T-Mobile, Best Buy, Amazon, The University of Georgia, and Kroger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.
Eddie P
Series 63, Series 66
Atlanta, GA
Truist Advisory Services
Eddie Patton Gooch IV is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with SunTrust entities in various roles since 2005. Outside of his advisory work, he is the owner of a rental property in Austell, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Robert N
Series 63, Series 65
Atlanta, GA
Truist Advisory Services
Robert Null is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services throughout his career. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform arrangements and AI-enabled research tools to assist in manager selection and investment oversight.
Alexandra E
CFP®, Series 63, Series 65
Atlanta, GA
Hightower Advisors
Alexandra Emma is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and JPMorgan Distribution Services. She also spent four years at the University of Alabama. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and a variety of investment vehicles.
Scott S
Series 66, Series 63
Atlanta, GA
Truist Advisory Services
Scott Stearsman is a financial advisor with Truist Advisory Services in Atlanta, GA. He holds Series 63 and Series 66 licenses and has seven years of industry experience, including eleven years at Truist Bank prior to joining Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.
Sheryl H
Series 63, Series 66
Atlanta, GA
Truist Advisory Services
Sheryl Hines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Truist Investment Services, BB&T Securities, and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.
Rashad C
Series 66
McDonough, GA
Empower Advisory Group
Rashad Calhoun is a financial advisor with Empower Advisory Group holding a Series 66 designation and has one year of industry experience. Prior to joining Empower, he held roles at Farmers Insurance, Regions Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Paul C
Series 66
Atlanta, GA
Empower Advisory Group
Paul Cimino is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Investment Management Services, Voya Investment Management, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Michael H
Series 63, Series 66
Fayetteville, GA
Steward Partners Investment Advisory, LLC
Michael Heath is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Steward Partners and Raymond James, among others. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both Steward Partners-branded solutions and third-party money managers.
Inka A
Series 63, Series 66
Atlanta, GA
Transamerica Retirement Advisors, LLC
Inka Ashley Lassen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018, with prior roles at SunTrust Advisory Services and SunTrust Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses primarily on non-discretionary asset management rather than high-net-worth or standalone financial planning.
Mignon P
CFP®, Series 66
Atlanta, GA
Transamerica Retirement Advisors, LLC
Mignon Payne is a CFP® and Series 66-registered advisor with 25 years of industry experience. She has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors, LLC serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that include managed portfolios and non-discretionary recommendations. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to personalize retirement planning and portfolio construction.
Gregory H
Series 63, Series 65
McDonough, GA
Cetera Planning Partners
Gregory Hammonds is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Planning Partners, WHT Advisory Services, and Crescent Financial Group. Outside of his advisory work, he serves as a director of First National Bank of Griffin and is the CEO of a CPA firm, Whaley Hammonds PC. He is also an elder at McDonough Presbyterian Church, where he leads the Personnel Committee and participates on the Stewardship Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and emphasizes diversified, goal-based investment strategies integrated with a larger Cetera network.
Eric B
Series 63, Series 66
Fairburn, GA
Empower Advisory Group
Eric Berry is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Prudential, Fidelity, and TIAA. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.
Milton S
Series 63, Series 66
Atlanta, GA
Truist Advisory Services
Milton Smith Jr. is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services and SunTrust Investment Services Inc. since 2016. He is based in Atlanta, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.
Dylan K
CFA®, Series 65
Atlanta, GA
Truist Advisory Services
Dylan Kase is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He has worked at Truist Advisory Services since 2018 and was previously with Loomis Sayles & Company from 2015 to 2018. Kase serves on the board of the Georgia Tech Student Foundation Accel, where he mentors undergraduate students preparing for careers in financial services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies supported by third-party platforms and incorporates AI-enabled research tools in its investment process.
Oluwa R
Series 66
Atlanta, GA
Truist Advisory Services
Oluwa Raines is a financial advisor with Truist Advisory Services holding a Series 66 designation and 16 years of industry experience. He has been with Suntrust Advisory Services and Suntrust Investment Services since 2016 and has prior experience at MSI Financial Services and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support client investment strategies.
Wade W
CFA®
Atlanta, GA
Truist Advisory Services
Wade White is a CFA® charterholder based in Atlanta, GA, with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been with SunTrust Bank since 1997. He is affiliated with Truist Advisory Services, an enterprise firm serving individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. Truist Advisory Services offers investment consulting and advisory services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting.
Sarah W
Series 66, Series 63, Series 65
Atlanta, GA
Truist Advisory Services
Sarah Welch is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 66, Series 63, and Series 65 credentials and 17 years of industry experience. She has held various roles within Truist and its predecessor entities since 2017. Outside of her advisory work, Welch serves as Director of Regional Sales for Blue Chip Green Cleaning and is president of Roadmap Publishing, a venture focused on writing and publishing books. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs implemented through a combination of discretionary and non‑discretionary approaches supported by integrated inter‑affiliate platforms.
Michael S
Series 66, Series 65
Atlanta, GA
Truist Advisory Services
Michael Skordeles is a financial advisor with Truist Advisory Services in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Bank since 2012. He serves as a board member of One Cumberland, a nonprofit foundation supporting the Cumberland Community Improvement District focused on community and environmental initiatives. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.
Shayon M
Series 63, Series 65
Atlanta, GA
Truist Advisory Services
Shayon Moore is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various SunTrust entities since 2015, including SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory role, Moore is involved in managing two party and event equipment rental businesses specializing in inflatables, concessions, and photo booths. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research and supervisory oversight.
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Finding advisors...
551 advisors near
30260
within the area shown on the map
Out of 400,000+ nationwide