Woodstock, GA Office

Team
Updated today

Client AUM

$2,560,784,291

Clients

5,289

Advisors

2

Of 142 advisors across 60 offices

Location

402 Creekstone Ridge

Woodstock GA 30188

Advisors at this office

2

Advisors at this office

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Rachel B

Series 65, Series 63

Woodstock, GA

Arete Wealth Advisors, LLC

Rachel Baker is a financial advisor with Arete Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Center Street Advisors, Inc. and Hill and Hill Financial, where she is a co-owner of an interior/exterior home painting business called Blessed Transformations. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and a thorough due-diligence process in its investment approach.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Matthew P

Series 66

Woodstock, GA

Arete Wealth Advisors, LLC

Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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