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John S
CFP®
Atlanta, GA
Advocacy Wealth Management, LLC
John Stone is a CFP® professional with 10 years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. He has been with the firm since 2015. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency affiliated with his firm, where he provides insurance product services. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering wealth management services to a diverse client base.
Jack P
Series 65, Series 63
Atlanta, GA
Advocacy Wealth Management, LLC
Jack Pennington is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Advocacy Wealth Management, he was a financial consultant with Florida Financial Advisors DBA Georgia Financial Advisors. Advocacy Wealth Management is a multi-team firm serving a broad client base with a comprehensive approach to wealth management.
Marcy H
Series 65
Atlanta, GA
Advocacy Wealth Management, LLC
Marcy Hanson is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 license and six years of industry experience. She has been with Advocacy Wealth Management since 2019 and is also affiliated with Forge Consulting, where she has held multiple roles since 2015. Outside of her advisory work, she is a silent partner at Santa Fe Trading LTD, a food product trading business, providing advisement on a limited basis. Advocacy Wealth Management is a multi-team firm with 30 advisors, offering services focused on wealth management and financial planning.
John S
Series 63, Series 65
Atlanta, GA
XYPN Sapphire
John Stoj is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Verbatim Financial LLC and Transamerica Financial Advisors. He is a one-third partner in Flat Fee Advisors (dot) Org, a flat fee advisor directory. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports a network of nearly 50 affiliated advisors through centralized back-office and compliance services.
Thomas J
CFP®, Series 63, Series 65
Atlanta, GA
Advocacy Wealth Management, LLC
Thomas Johnson III is a CFP® professional with 15 years of industry experience, currently serving as CEO of Advocacy Wealth Management, LLC in Atlanta, GA. He has held this role since 2011. Outside of his advisory work, he is vice chairman and finance committee chair of The Elaine Clark Center, a nonprofit educational center for individuals with special needs, where he also manages the endowment. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides comprehensive wealth management services. The firm emphasizes integrated financial planning and investment strategies tailored to its clients.
Rhea F
CFP®, Series 66
Atlanta, GA
Advocacy Wealth Management, LLC
Rhea Fears is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Advocacy Wealth Management, LLC and has previously worked at Wells Fargo, Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Advocacy Wealth Management, LLC is a multi-team firm based in Atlanta with 28 advisors.
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