Top annuities financial advisors in Dalton, GA

William Beard is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, Consumer Direct Services, and SunTrust Bank. Outside of his advisory role, Beard is involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional disabilities in his community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Boling is a financial advisor with LPL Financial, holding a Series 66 designation and bringing experience from previous roles at FoundationWealth and a 15-year career with the Whitfield County Sheriff's Office. He serves as a board member of the Dalton Golf and Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a focus on providing customizable investment strategies and access to various institutional platforms.

Amy Shopp is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI tools, and formal governance procedures.

Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.

Will Patterson is a financial advisor with Ameriprise in Dalton, GA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously was affiliated with the University of Georgia. Outside of his primary role, he is also an associate financial advisor at 825 Group LLC, where he is involved in servicing clients, trading, financial planning, and back-office duties. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver tailored recommendations using proprietary research and third-party data.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.