Advisors at this firm
Dally E
Series 65
Social Circle, GA
Executive Money Managers, Inc.
Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.
Benjamin E
Series 65
Social Circle, GA
Executive Money Managers, Inc.
Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.
Margaret H
Series 65
Marietta, GA
Executive Money Managers, Inc.
Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.
Joel H
Series 65
Marietta, GA
Executive Money Managers, Inc.
Joel Hubbard is a financial advisor with Executive Money Managers, Inc. He holds a Series 65 designation and has 22 years of industry experience. He has been associated with Executive Money Managers, Inc. since 1989 and also operates a CPA practice, Joel Hubbard, CPA, P.C. Outside of advisory work, he serves on the board of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, as well as charitable organizations and business entities, using a fundamental, value-oriented equity investment approach with an emphasis on companies with solid balance sheets and dividend yield.