Top cash flow / budgeting financial advisors in Dalton, GA

William Beard is a financial advisor with Merrill in Chattanooga, TN, holding a Series 66 designation and over seven years of industry experience. He has worked at Merrill since 2019 and previously held positions at SunTrust Bank and Bank of America. Outside of his financial career, Beard is involved with Consumer Direct Care, assisting individuals with physical, mental, learning, and emotional challenges through community support activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Boling is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Before entering finance, he served 15 years with the Whitfield County Sheriff's Office. He is a board member of the Dalton Golf and Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and diverse investment strategies.

Amy Shopp is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies, including AI and algorithmic tools, in portfolio management.

Allen Petway Jr. is a CFP® professional with 43 years of experience in the financial services industry. He is currently a team member at CPC Advisors, LLC and has held advisory roles at Raymond James Financial Services Advisors Inc. and Barker Petway Investment & Retirement Management. Petway serves on the finance and investment committee of First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs a model portfolio and asset allocation approach based on Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with an emphasis on long-term investment strategies.

Will Patterson is a financial advisor at Ameriprise in Dalton, GA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2019 and previously worked at the University of Georgia. In addition to his role at Ameriprise, he is an associate financial advisor at 825 Group LLC in Atlanta, where he is involved in client servicing, trading, financial planning, and back-office duties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.