Augusta, GA Office

Jeffery Fehrman is a CFP® with 33 years of industry experience and is currently an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles with Raymond James Financial and Truist Investment Services. Outside of financial advising, he is the owner of Fehrman Farm, LLC, an agricultural business, and serves as a committee member on the finance committee of the National Cutting Horse Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Bailey Edmonds is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., Queensborough National Bank & Trust, and Augusta University. Edmonds also serves as an associate and sales assistant at Fehrman Investment Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services through customized, primarily long-term portfolios that include ETFs, mutual funds, and other investment vehicles.

Katie Edmonds is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Fehrman Investment Group and Raymond James Financial Services. Outside of advising, she is a signer on her family farm accounts with Fehrman Farm LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by internal due diligence and integrated operational tools.

Virginia Gray is a Series 66-registered financial advisor with 18 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Fehrman Investment Group and Raymond James Financial. Outside of her advisory role, she holds an associate position at Fehrman Investment Group performing general administrative duties. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other asset classes.