Top financial advisors working with executives 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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.