Dunwoody, GA Old Springhouse Ln. Office

Derrick Friedman is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he operates a placement company that matches financial advisors with broker-dealers and manages a group life insurance program for a school district. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and uses an in-house investment management team and proprietary screening tools to guide investment decisions.

Brad Joseph is a financial advisor with Capital Analysts in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and concurrently works with Dekalb County Schools. Outside of his advisory role, Joseph owns JOSEPH FINANCIALS LLC, which focuses on marketing activities related to the financial sector. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through varied programs and leverages an in-house investment management team that employs proprietary research and model portfolios in its investment process.

Andy Sukhai is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Banks Jackson & Middleton and Lincoln Investment since 2017, with prior experience at VOYA Financial Advisors from 2014 to 2017. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team for model portfolios and proprietary mutual-fund screening.

Perry Williams is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, Williams is an agent selling life insurance and fixed annuities and is the owner and president of Williams & Williams Financial Services, Inc., a tax and accounting services business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary fund screening tools.