Perry, GA Wes Park Dr Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

3

Of 208 advisors across 64 offices

Location

201 Wes Park Dr, Ste 100

Perry GA 31069

Advisors at this office

3

Advisors at this office

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Gray W

Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Gray Way is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Canton Wealth Partners, Planters First Bank, Stronghill Capital, and CenterState Bank Mortgage. He is also the owner of Central Provisions LLC, a pass-through entity for accounting purposes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors and serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary accounts, financial planning, and various investment programs while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Robert M

Series 63, Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Robert Mc Cullough is a financial advisor at Kestra Private Wealth Services, LLC with 29 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Kestra in 2023. Outside of his advisory work, he serves as a deacon at HLPC Church, assisting with community support efforts. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor-led decision-making with access to various platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Mary D

Series 66

Perry, GA

Kestra Private Wealth Services, LLC

Mary Duke is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 26 years before joining Kestra Investment Services and Kestra Private Wealth Services. Outside of advising, she is a commissioned Notary Public. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios across multiple platforms while maintaining supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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