CFP®-certified financial advisors in Cedartown, GA

John Bishop is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following over two decades at SunTrust Securities. Bishop is also the owner of The Avenue of Rome, a support company based in Rome, GA. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning through analytical tools and supports municipal and public-finance advisory work, distinguishing itself among large institutional advisors.

Robert Harbison Jr. is a financial advisor with Primerica Advisors based in Rome, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Peachtree Planning Corporation, Park Ave Securities, and Guardian Life Insurance Company since 2002. Outside of his advisory work, he is involved with the Greater Rome Chamber of Commerce and serves on the board of Treasure in Earthen Vessels, Inc., a nonprofit focused on providing religious materials and financial aid for church and ministry activities overseas. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide tailored investment strategies.

Jamie Doss is a financial advisor with Ameriprise, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army in Rome, GA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver customized, tax-efficient retirement recommendations.

Stacy Jefferson is a Series 66-credentialed financial advisor with 14 years of industry experience, all with Edward Jones in Cedartown, GA. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darren Knight is a CFP® professional with 24 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2023. Outside of his advisory role, Knight is involved in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.