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136 advisors near
30223
within the area shown on the map
Out of 400,000+ nationwide
Michael B
Series 63, Series 65
Senoia, GA
Farther
Michael Butler is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Reveille Wealth Management and Butler Capital Management/Ameriprise. Outside of advisory work, he is an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.
Christopher T
Series 66
Senoia, GA
Empower Advisory Group
Christopher Treadwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Sound Income Strategies, and Stearns Retirement Group. In addition to his advisory role, he is involved with Stearns Retirement Group, LLC, focusing on fixed insurance sales and client acquisition. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
David D
Series 63, Series 66
McDonough, GA
Edward Jones
David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. 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 and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.
Jonathan S
CFP®, Series 66
Griffin, GA
Edward Jones
Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.
Virgil H
Series 65, Series 63
Fayetteville, GA
Cambridge Investment Research Advisors
Virgil Hooper Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including CoreCap Investments and Hero Wealth Management. Outside of financial services, he is involved in engineering consulting through ownership of Red Tail Engineering & Construction and serves as a board member for the Fayette County Planning Commission. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides tailored investment strategies using both proprietary models and unaffiliated third-party managers across various custody platforms.
Charles M
Series 63, Series 65
Griffin, GA
Cetera
Charles Mobley Jr. is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he owns Propitious LLC, a political consulting firm, and is involved in various political campaign consulting activities through multiple business entities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform that supports bespoke strategies and various program structures.
William D
CFP®, Series 66
Fayetteville, GA
Edward Jones
William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.
Keli H
Series 66
McDonough, GA
OSAIC
Keli Hazel is a financial advisor with OSAIC, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes roles at Royal Alliance Associates, Woodbury Financial Services, and Money Concepts Capital Corp. Hazel is also an author of a book aimed at helping women navigate divorce from both personal and financial perspectives. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services alongside financial planning and retirement plan consulting. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management, featuring access to third-party money managers and wrap programs.
Demetrios P
Series 66
Fayetteville, GA
Raymond James & Associates
Demetrios Protopapadakis is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base—including individuals, pension plans, corporations, and government entities—providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.
Denise S
CFP®, ChFC®, Series 63, Series 65
McDonough, GA
OSAIC
Denise Sowell is a financial advisor with OSAIC in McDonough, GA, holding CFP® and ChFC® designations and more than 35 years of industry experience. She has worked at OSAIC since 2010 and has been operating under her own practice since 2006. Outside of her advisory role, she is the principal of DG Sowell, Inc., an S-Corp, and works with Capitol Financial Solutions, where she assists clients with their financial concerns. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory platforms and programs.
Amber R
Series 63, Series 66
McDonough, GA
Fidelity
Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.
Lisa H
Series 66
Fayetteville, GA
Thrivent Investment Management
Lisa Hartel is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010 and 2011, respectively, working in Fayetteville, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Stephanie C
CFP®, Series 66
Fayetteville, GA
Edward Jones
Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Thomas D
Series 66
McDonough, GA
Edward Jones
Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles with the Georgia Judicial Council and various political committees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.
Neha M
Series 66
Fayetteville, GA
Merrill
Neha Mathur is a financial advisor with Merrill in Fayetteville, GA, holding a Series 66 designation and five years of industry experience. She has worked at Bank of America and Merrill since 2018. Outside of her advisory role, she has participated as an extra in film and television productions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.
Edward W
CFP®, Series 63
Griffin, GA
Wells Fargo Clearing
Edward Worrell is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.
Vanessa C
Series 66
Locust Grove, GA
Edward Jones
Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.
Christopher P
Series 66
Fayetteville, GA
Edward Jones
Christopher Peurifoy is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and six years of industry experience. He has served in various roles at Edward Jones since 2020. Outside of his advisory role, he is a board member of the Rotary Club of Peachtree City, where he assists in managing a foundation fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Ann B
Series 63, Series 66
Fayetteville, GA
Wells Fargo Advisors
Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.
Christal W
Series 66
Fayetteville, GA
Raymond James Financial
Christal White Stevens is a financial advisor with Raymond James Financial in Fayetteville, GA, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2016 and serves as Vice President at On Purpose Financial Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored, typically non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.
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Finding advisors...
136 advisors near
30223
within the area shown on the map
Out of 400,000+ nationwide