AMB Wealth, LLC

Matthew Davis is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Northwestern Mutual. He also engages in sales of non-investment home security and automation products through affiliated companies. AMB Wealth serves individual clients, including high-net-worth individuals, and various institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, employing an investment process that integrates fundamental and technical analysis overseen by a Portfolio Management Committee.

Kathy Bartlett is a financial advisor with AMB Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Truist Investment Services, spanning over a decade before joining AMB Wealth. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate, a residential real estate brokerage. AMB Wealth serves individual and institutional clients with discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with tailored account management, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Miron Allen Jr. is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen, Mooney and Barnes Brokerage Services and Allen, Mooney and Barnes Investment Advisors for over 20 years. Outside of his advisory role, he serves as co-trustee of the Parker Poe Charitable Trust and is chairman of Southern Lodging, an operating company for a hotel. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis, sector and asset allocation, and individualized account management, with regular reviews aligned to client objectives and risk tolerance.

Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.

Crystal Godbee is a financial advisor with AMB Wealth, LLC in Thomasville, GA, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at Securities America Advisors, SECURITIES AMERICA, Inc., and Securities Service Network Inc. She is part of a 17-advisor team at AMB Wealth. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a comprehensive investment process overseen by a Chief Investment Strategist and Portfolio Management Committee, focusing on tailored strategies aligned with clients’ objectives and risk tolerance.

Richard Mooney III is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Allen, Mooney and Barnes Brokerage Services since 2006 and at Allen, Mooney and Barnes Investment Advisors since 2004. Mooney serves as co-trustee for several charitable and estate trusts, including the Bill & Emily Searcy Charitable Trust and the Thomasville Entertainment Foundation Endowment Trust. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with sector and asset-allocation strategies, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Nathan Lowther is a financial advisor with AMB Wealth, LLC in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Edward Jones, ALPS Distributors Inc, Guardian Life Insurance Co, and Transamerica Capital Inc. Outside of his advisory work, he co-owns and manages a consulting networking group, JCRL Ventures LLC. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with individualized account management, supported by affiliated businesses that enhance its product capabilities.

John Hall is a financial advisor at AMB Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hallmark Wealth Strategies and Eagle Strategies. Hall is also a licensed insurance agent focusing on non-variable insurance sales. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process combines fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and Portfolio Management Committee.

Brent Nicks is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. His work history includes roles at LPL Financial, NewEdge Advisors, and Wunderlich Securities among others. In addition to his advisory work, he serves as a director for CRC Oyster Consulting, a financial services consulting firm. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and Portfolio Management Committee.

Gordon Macquirter is a financial advisor with AMB Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Allen, Mooney and Barnes Brokerage Services since 2007 and Allen, Mooney, and Barnes Investment Advisors since 2004. Macquirter is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Michael Servetas is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Allen Mooney and Barnes Brokerage Services, Morgan Stanley, and Northwestern Mutual. He also has a background related to Marist College and Marist Basketball. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis and individualized account management overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Brewer Bentley is a financial advisor at AMB Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Allen, Mooney and Barnes Investment Advisors and Allen, Mooney and Barnes Brokerage Services. Outside of advising, he serves as an assessor on the Brooks County Board of Tax Assessors in Georgia. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach integrates fundamental and technical analysis with individualized account management overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Matthew Roach is a financial advisor at AMB Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2011. He is a minority owner of FAIM Investments LLC, the parent company of Allen, Mooney and Barnes entities. AMB Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm integrates fundamental and technical analysis with sector and asset-allocation strategies, managing accounts to align with clients’ objectives and risk tolerances.

Lillie Hall is a financial advisor with AMB Wealth, LLC in Thomasville, GA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Allen, Mooney and Barnes Investment Advisors since 2013. Lillie is also a licensed real estate agent in Florida, currently in voluntary inactive status. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm combines fundamental and technical analysis in its investment approach and reviews client accounts at least quarterly to align with their objectives and risk tolerance.

Mark Davis is a CFP® professional with 25 years of industry experience. He is currently affiliated with AMB Wealth, LLC, a team-based firm, and has prior experience at Premier Wealth Partners, Allen, Mooney and Barnes Investment Advisors, Allen, Mooney and Barnes Brokerage Services, and Wells Fargo Advisors LLC. He is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth serves a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm offers discretionary portfolio management, financial planning, and alternative investment access through a structured investment process overseen by a Chief Investment Strategist and Portfolio Management Committee.