Atlanta, GA Perimieter Center Parkway Office

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Franklin Callaway is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Carson Wealth and Jon Baker Financial Group, as well as positions outside of finance at Lowe's Companies, Inc., and educational institutions such as the University of Georgia and St. Pius X Catholic School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.