Woodstock, GA Office

Team
Updated today

Client AUM

$2,461,873,347

Clients

14,275

Advisors

2

Of 535 advisors across 195 offices

Location

700 Churchill Ct Ste 110

Woodstock GA 30188

Advisors at this office

2

Advisors at this office

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Edwin M

Series 66

Woodstock, GA

Bankers Life Advisory Services, Inc.

Edwin Martinez is a financial advisor at Bankers Life Advisory Services, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked with the Bankers Life group since 2016. In addition to his advisory role, he serves as an Agency Director managing a team of agents responsible for hiring and training within the insurance sector. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Jackson S

Series 66

Woodstock, GA

Bankers Life Advisory Services, Inc.

Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

Wealth management Retired
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