Top inherited wealth financial advisors in Georgia

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.

Claxton West is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following roles at the University of Georgia and Aflac. Outside of his advisory work, he has a 35% ownership stake in a trucking and logistics business and serves as a finance committee member at Madison Baptist Church. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Thomas Mason is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments, AssuredPartners Investment Advisors, and operated as a self-employed advisor. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.

Khatuna Tkebuchava is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding clients through significant life events, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible, values-based, and ESG investing, women and wealth, and tax minimization. Born and raised in Georgia, Khatuna moved to Boston, Massachusetts in 1997 where she began her family. She currently resides in Newton. Khatuna holds a Bachelor's Degree from Georgian Technical University and a Master's Degree from GIPA. She is a Personal Investment Advisor (PIA) and is affiliated with the MFA. Khatuna is fluent in Russian and English. Outside of her professional work, she is involved in community activities such as the Walk for Hunger. Her personal interests include antiquing, cooking, gardening, hiking, interior decorating, music, spending time with family, traveling, and yoga.

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Finance has been an interest and passion of mine as long as I can remember. As a child, my dad would teach me about investing and I was fascinated that I could earn a little bit of money and then it could grow on it’s own. Those simple principles were built on throughout my childhood and studying finance in college was a natural fit. I graduated from Texas A&M University with Bachelor degrees in both accounting and finance. Upon graduating, I limited my job search to my beloved hometown (Austin) where the woman I love (Kaimey) was living. I accepted an auditor position with the state government and traveled around Texas performing financial and compliance audits. Even though it wasn’t my dream job because everyone hates auditors, I took a lot of pride in working with my clients instead of against them. In those years while auditing, Kaimey and I were married, I obtained my CPA (Certified Public Accountant) and CIA (Certified Internal Auditor) designations, and we added twins to our family, Hudson and Harper. When life settled down a bit after the twin infant/toddler years, I decided to shift careers and focus on my passion of personal financial planning. I was fortunate to join a fee-only financial planning company where I advised high net-worth clients and managed other planners. This was a good home to me for several years, and during that time I added my CFP® (CERTIFIED FINANCIAL PLANNER™) and LHIC (Life and Health Insurance Counselor) designations to my other credentials. In 2018 we felt God calling us to something new for our family. I took a leap of faith to leave my comfortable job and start my own business. And Avant Financial Advisors was born! We are excited to use this company to help others and make our clients’ dreams become financially possible. Hudson and Harper are teenagers now and keep our family’s free-time full! We love supporting them in their activities and being involved in their school. We spend lots of time outside: hiking, biking, being on the lake, and exploring around Austin. We love to travel and discover new-to-us places in this big, beautiful world, but coming home always feels great too.