Top retirement withdrawal strategies financial advisors in Dunwoody, GA

Mitchell Melan is a financial advisor with Lincoln Investment in Dunwoody, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, he works as an agent for fixed annuities and life insurance products. Lincoln Investment Planning, LLC is an enterprise firm that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and ERISA retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an internal Investment Management & Research team and a layered delivery model involving independent advisors.

Shahab Khan is a financial advisor with PNC Wealth Management in Dunwoody, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account available via an invitation-only pilot for employees, utilizing algorithm-driven risk assessment and third-party strategists for portfolio management.

Jeffrey Bramlett is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He has worked at OSAIC since 2023 and was previously with FSC Securities from 2020 to 2023. Outside of his advisory role, he has experience assisting in financial planning and trading operations through a financial paraplanning LLC. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, automated rebalancing, and offers access to various third-party money managers and model solutions.

Michael Walls is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and utilizes an in-house Investment Management & Research team alongside third-party managers.

Jennifer Howard is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she is a member of an LLC in Dunwoody, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.