Watkinsville, GA Jennings Mill Rd Office

Team
Updated today

Client AUM

$3,680,486,026

Clients

11,259

Advisors

2

Of 121 advisors across 64 offices

Location

1551 Jennings Mill Rd, Suite 2600c

Watkinsville GA 30677

Advisors at this office

2

Advisors at this office

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Seth W

Series 63, Series 65

Watkinsville, GA

Kingswood Wealth Advisors, LLC

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Eudaimonia Partners, MS Howells & Co., and Harmony Grove Wealth Management. Outside of his advisory work, he coaches triathlons through a non-investment business, TricoachGeorgia, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, offering customized investment solutions through an open-architecture platform that utilizes both affiliated and unaffiliated managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Christopher S

Series 63, Series 65

Watkinsville, GA

Kingswood Wealth Advisors, LLC

Christopher Scarborough is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Eudaimonia Partners, LLC, M.S. Howells & CO, and B. Riley. Outside of his advisory work, Scarborough is a guitarist and vocalist in a musical group called Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, and operates an open-architecture platform that frequently employs third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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