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266 advisors near
30214
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Out of 400,000+ nationwide
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.
Hayes H
Series 66
Peachtree City, GA
Raymond James Financial
Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.
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.
Mallory M
Series 66
Newnan, GA
Edward Jones
Mallory Mc Curry is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Mallory worked at Rx4 LLC as a design development consultant, advising on raw materials and aesthetics for fashion products. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.
Colin E
Series 66
Peachtree City, GA
Edward Jones
Colin Evert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at TSYS and CorpSteamServicesLLC, among other diverse positions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Allison M
Series 63, Series 65, Series 66
Peachtree City, GA
Morgan Stanley
Allison Mc Donell is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Merrill and Candescet Media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.
Shakti Y
Series 66
Peachtree, GA
Raymond James Financial
Shakti Yadav is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Reveille Wealth Management. His prior experience includes roles outside the financial sector and a period as a full-time student at Northeastern University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.
Christal W
Series 66
Fayetteville, GA
Raymond James Financial
Christal White Stevens is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services since 2016 and currently serves as Vice President for On Purpose Financial Management, a non-investment-related support company based in Fayetteville, GA. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.
Ronald B
CFP®, Series 66
Peachtree City, GA
Raymond James Financial
Ronald Burdekin is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as CEO, Treasurer, and Corporate Secretary of Starr's Mill Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.
William S
CFP®, Series 66
Fayetteville, GA
Raymond James Financial
William Stone III is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Raymond James Financial since 2009. Prior to this, he was involved with McMullin-Stone Properties, LLC and McMullin, Stone & Associates, Inc. Stone is also the owner of On Purpose Financial Management, Inc., where he took on the role of branch manager in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Derek M
CFP®, Series 66
Atlanta, GA
LPL Financial
Derek Mathison is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008. Outside of his advisory role, he is employed as a baggage service agent with Delta Air Lines and serves as a trust liaison officer for Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Mark M
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.
Gwen G
Series 63
Peachtree City, GA
OSAIC
Gwen Garrison is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, she serves as President of LifePlan Financial Advisors, Inc., where she is involved in fixed insurance and annuity sales as well as financial planning. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct diversified portfolios tailored to client risk tolerances.
Melinda W
Series 63, Series 66
Peachtree City, GA
Wells Fargo Advisors
Melinda Whitlock is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009. Whitlock holds a Georgia law license, active since 1993. 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 planning menu for clients meeting a net-worth threshold, covering various specialized planning needs, and integrates advisory services with banking and other financial product offerings.
Paul R
CFP®, ChFC®, Series 63, Series 66
Stockbridge, GA
Edward Jones
Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.
James M
CFP®, Series 66
Fayetteville, GA
Edward Jones
James Mc Curry Jr. is a CFP®-designated financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he owns Buzzo LLC, a real estate partnership based in Newnan, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing over $1 trillion in assets. The firm is notable for its extensive advisor and branch network, discretionary and non-discretionary strategies, and affiliated financial services beyond traditional advisory offerings.
Elijah W
Series 66
Atlanta, GA
LPL Financial
Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Matthew R
Series 66
Stockbridge, GA
Edward Jones
Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Annieka I
Series 63, Series 66
Peachtree City, GA
Merrill
Annieka Innis Kerr is a Financial Advisor with Merrill Lynch Wealth Management. She brings over 11 years of experience in business development and client acquisition, focusing on helping clients with family wealth management strategies, liquidity management, personal retirement planning, small business strategies, and services for endowments, foundations, and non-profits. Annieka is committed to providing transparent and authentic guidance tailored to each client's financial goals. Born and raised in Jamaica, Annieka graduated as valedictorian before moving to New York to study Communications. She later relocated to Georgia, where she founded two businesses and built her career in finance. She holds a Personal Investment Advisor (PIA) designation and completed a certificate program at Team Work Academy. She is fluent in English and Spanish. Annieka is actively involved with the Atlanta Community Food Bank. Outside of her professional work, she enjoys cooking, dancing, fishing, gardening, hiking, horseback riding, hunting, painting, reading, and spending time with her family.
Michael M
CFP®, Series 66
Peachtree City, GA
Edward Jones
Michael Martin II is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is co-owner of Early Bird Termite and Pest Control LLC, where he consults on strategic decisions and provides capital funding. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
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Finding advisors...
266 advisors near
30214
within the area shown on the map
Out of 400,000+ nationwide