Alpharetta, GA 2300 Lakeview Parkway Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

5

Of 1,039 advisors across 223 offices

Location

2300 Lakeview Parkway, Suite 700

Alpharetta GA 30009

Advisors at this office

5

Advisors at this office

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Rhonda L

Series 66

Alpharetta, GA

Hightower Advisors

Rhonda Lamb is a Series 66 credentialed advisor at Hightower Advisors with 29 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of her advisory role, she serves as a notary without compensation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, employing affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Christina A

Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Christina Andrzejewski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer since 2017, following previous roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Perry N

Series 66

Alpharetta, GA

Hightower Advisors

Perry Neuman is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Hightower Securities, LLC and Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that include mutual funds, ETFs, alternative investments, and customized indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Andrew H

CFP®, Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Andrew Hill is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Hightower Advisors. He has held roles at HighTower Securities, SunTrust Advisory Services, and Suntrust Investment Services, with nearly two decades at the latter. Outside of his advisory practice, he is involved in the periodic maintenance of a personal second home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Natalie P

Series 63, Series 65

Alpharetta, GA

Hightower Advisors

Natalie Perdomo is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hightower since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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