Dunwoody, GA Old Springhouse Ln. Office

Derrick Friedman is a financial advisor with Capital Analysts based in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, Friedman founded a national placement company for financial advisors and manages a group life insurance program sponsored by a school employer. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by proprietary fund screening and maintains institutional relationships to support a range of investment solutions.

Brad Joseph is a financial advisor with Capital Analysts in Dunwoody, GA, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1998 and with Dekalb County Schools since 1995. Outside of his advisory roles, he owns Joseph Financials LLC, which focuses on marketing activities, and also acts as a licensed agent selling life insurance and fixed annuity products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary and non-discretionary services, utilizes a proprietary mutual-fund screening process, and maintains institutional relationships to support its various investment products and retirement plan advice.

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, as well as VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Perry Williams is a financial advisor with Capital Analysts based in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999 and has additional experience with Novacare Occupational Health Services. Williams is also the owner and president of Williams & Williams Financial Services, Inc., a business used for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.