Top business ownership considerations financial advisors in Summerville, GA

Daniel Owens is a financial advisor with Cetera who holds the CFP® designation and has 33 years of industry experience. He has worked with Cetera and related entities since 2013 and operates Owens Financial Group, LLC. Outside of his advisory work, Owens is a co-owner of Owens & Owens CPA PC, providing accounting and tax services, and serves on the board of Northwest Georgia Hunger Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Linscomb and Williams, Cadence Bank, Wells Fargo Clearing, and Morgan Stanley. Russell serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is notable for its active role with pooled and private funds, including sub-advisory and investment management responsibilities.

Krista Hill is a financial advisor at Valic Financial Advisors with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Foresters Financial Services and Cetera. In addition to her advisory role, she is an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Dorsey Young Jr. is a financial advisor with Edward Jones in Rome, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Young serves as a board member for the Rome-Floyd County Community Soup Kitchen, providing oversight and support to assist in meal programs for those in need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Wilson works as a manufacturing sales engineer at Blair Engineering Southeast. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs a discretionary asset management approach that incorporates long and short positions across various securities and derivatives, using technical and quantitative methods to tailor portfolios to client needs.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.