Top financial advisors working with the sandwich generation 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.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Plesh is a Wealth Management Advisor specializing in retirement planning and tax-efficient wealth management services. He works primarily with successful professionals approaching retirement, helping them assess their readiness and develop strategies to generate income, manage Social Security benefits, and minimize taxes. His expertise centers on the Personal Wealth Analysis® process, which he developed to help clients piece together their financial puzzles and create straightforward, understandable plans. Michael holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a Bachelor's Degree from the University of Southern Maine. Additionally, he has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. Based in Gilbert, AZ, Michael serves clients nationwide through Merrill Lynch Wealth Management. Outside of work, he enjoys camping, golfing, and spending time with his family.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Charles Lee is a financial advisor at Lexington Avenue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Lexington Avenue since 2020, following seven years as a self-employed advisor. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services to individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm employs a long-term, diversified investment approach using low-fee passive mutual funds and ETFs, while incorporating behavioral finance insights and tailored recommendations based on clients’ broader life circumstances.

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture, just practical advice. My approach provides the tools and know-how to handle your money like a pro, no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional, but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.