Atlanta, GA 3535 Piedmont Rd NE Building 14, Ste 500 Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

30

Of 1,035 advisors across 255 offices

Location

3535 Piedmont Rd NE, Building 14, Ste 500

Atlanta GA 30305

Advisors at this office

30

Advisors at this office

user avatar

John H

Series 65

Atlanta, GA

Focus Partners Wealth, LLC

John Hannah is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Gratus Capital, Wells Fargo, Fidelity Bank, and US Trust. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Melissa K

Series 66

Atlanta, GA

Focus Partners Wealth, LLC

Melissa Keiss is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Buckingham Strategic Wealth, NOVA Wealth Management Group, Cetera ADVISORS, and Stewardship Financial Advisors. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a range of services from investment management to family office and retirement plan fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Cameron S

Series 66

Atlanta, GA

Focus Partners Wealth, LLC

Cameron Starr is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gratus Capital, LLC and SunTrust Advisory Services. Cameron serves as trustee of the Starr Irrevocable Trust, overseeing its investment management and distributions. Focus Partners Wealth provides investment management and wealth services to individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse range of strategies and integrates a broad network of affiliated service companies and product offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Khaleid C

CFA®

Atlanta, GA

Focus Partners Wealth, LLC

Khaleid Castelle is a CFA® charterholder currently with Focus Partners Wealth, LLC. He has five years of prior experience at Norfolk Southern Company and nine years at Fiduciary Trust International. Castelle joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and separate account managers.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Dylan G

CFP®, Series 63

Atlanta, GA

Focus Partners Wealth, LLC

Dylan Greer is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, Manning & Napier, Creative Planning, TrueWealth, Northwestern Mutual, and the University of Georgia. Outside of his advisory work, he serves as a board member for the Wimbledon Place Condominium Association. Focus Partners Wealth serves a diverse client base including individuals, families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with a broad offering that includes investment management, financial counseling, family office services, and fiduciary solutions, supported by an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Jay B

CFP®, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Jay Bowen is a Certified Financial Planner® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Gratus Capital, LLC and Turnkey Planning Solutions. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis and integrates reporting across managed and held-away assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Joshua H

CFP®, Series 63, Series 65, Series 66

Atlanta, GA

Focus Partners Wealth, LLC

Joshua Hunter is a CFP® professional with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Gratus Capital, LLC, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Hunter holds Series 63, 65, and 66 licenses and is based in Atlanta, GA. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, capital market assumptions, and third-party managers across a range of asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Jason H

CFP®, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Jason Hemsley is a CFP® and Series 65 credentialed advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Gratus Capital, Wells Fargo Clearing Services, Wells Fargo Bank, and BB&T. Outside of his advisory work, he is a part owner of Whispers of Winder, LLC, a business that facilitates historic walking tours in Winder, Georgia. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with a broad range of investment options and affiliated service offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Henry M

Series 63, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Henry Mclarty Jr. is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Gratus Capital LLC for ten years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies beyond typical custody or manager platforms.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Scott S

CFP®, Series 63

Atlanta, GA

Focus Partners Wealth, LLC

Scott Schaefer is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc, and Prophecy International. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a broad range of wealth management, financial counseling, and sub-advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Joshua S

CFP®

Atlanta, GA

Focus Partners Wealth, LLC

Joshua Swartz is a CFP® professional with eight years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC, where he has worked since 2025. His prior experience includes roles at The Colony Group, Gratus Capital, LLC, and JPH Advisory Group. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers integrated wealth services along with access to affiliated service companies and diverse investment solutions.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Yali Q

Series 63, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Yali Qin is a financial advisor at Focus Partners Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Focus Partners Wealth, Qin worked at The Colony Group, Morgan Stanley, and E*Trade Securities. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers comprehensive services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Gregory F

Series 63, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Gregory Fink is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Gratus Capital, HighTower Advisors, and Fidelity Investments. Outside of his advisory role, he provides general consulting and Q&A on the RIA marketplace through Alpha Insights. Focus Partners Wealth serves a wide range of clients including individuals, family offices, and institutions, offering investment management, financial counseling, and other wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and maintains an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Landon R

CFP®, Series 65

Atlanta, GA

Focus Partners Wealth, LLC

Landon Rogers is a CFP® with six years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Gratus Capital LLC and Wells Fargo. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and maintains an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
user avatar

Todd J

Series 66

Atlanta, GA

Focus Partners Wealth, LLC

Todd Jones is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Gratus Capital LLC for 10 years before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")