Alpharetta, GA Office

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Rodriguez is also a licensed agent for fixed insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets, using customized portfolios and a generally long-term investment approach.

Wesley Turner is a financial advisor at Concurrent Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and UCFA, a Goldman Sachs Company. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm builds customized portfolios using ETFs, mutual funds, and other securities, generally following a long-term investment approach with opportunistic rebalancing and trading.

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked in physical therapy before transitioning to the financial services industry. Outside of advising, he is a founding partner in a real estate business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, and businesses. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Brooke Mcleod is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., CETERA Advisor Networks LLC, United Capital Financial Advisors, and Girard Securities, Inc. Outside of her advisory work, she is involved with Lumature Wealth Partners, LLC as a relationship manager. Concurrent Investment Advisors operates at an enterprise level with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term investment approach with customized portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Charles Davidson Jr. is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, and Suntrust Private Wealth. He serves as Treasurer for the Holy Innocents Touchdown Club, a nonprofit booster organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Erin Jones is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with approximately $15.7 billion in assets under management.

Charles Costa III is a CFP® professional with 43 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held prior roles at Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc., and United Capital, among others. Costa also serves as an advisor at Lumature Wealth Partners, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a customized, long-term investment approach using a variety of securities and third-party managers.

Colin Clarkson is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Inc and Lumature Wealth Partners. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, using customized portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Ralph Watson III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, Cetera Adviser Networks, United Capital Financial Advisers, and Girard Securities. He is a member of the finance and investment committee at Pinewood Preparatory, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Andrew Ramsey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lumature Wealth Partners, Raymond James Financial Services, Goldman Sachs, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advisory work, he serves as Chair of a Fellowship Endowment Committee and is involved in fundraising activities for The Kings Academy. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.