Marietta, GA Office

Darlene Van Beek is a Series 66-licensed financial advisor with 12 years of experience, currently serving at Money Concepts Capital Corp since 2014. She owns Van Beek Advisors, LLC, a non-investment related business, and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Kevin Turner is a financial advisor with Money Concepts Capital Corp in Roswell, GA, holding a Series 63 designation and 28 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and with Peak Level Advisors since 2004, where he is involved in business financial consulting. Turner also serves as Treasurer on the Board of Directors for The Gratitude Company, overseeing accounting and fiscal management. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage and rebalance accounts.

Harvey Varnadoe Jr. is a financial advisor at Money Concepts Capital Corp with 14 years of industry experience. He holds the Series 66 designation and has worked at Money Concepts since 2018, following prior roles at National Life Group, National Financial Services Group, and Equity Services Inc. Outside of his advisory role, he is active in local community organizations, including serving on the investment committee of an American Legion post and participating in various business networking groups. He is also involved in woodworking as a co-owner of a craft business and works as a DJ in the Marietta, GA area. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Carol Harris is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. She has been with the firm since 1997. Outside of advising, she serves as a treasurer providing consulting and coaching services for financial professionals. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

James Harris is a financial advisor at Money Concepts Capital Corp with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Money Concepts since 2004. Harris is also the president and founder of Financial Practice Management Corp., a consulting and coaching firm for financial professionals, and serves as an officer for the East Cobb Business Association, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers using fundamental and technical analysis along with modern portfolio theory.

Edward Bradley Jr. is a financial advisor with Money Concepts Capital Corp in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Money Concepts Capital Corp since 2014 and is currently employed at Winter Construction Company. Outside of his advisory role, he serves as president of Rhema Financial Group, a business focused on income tax preparation and insurance services, and volunteers as a teacher at the Governor's School of North Carolina. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Manuel Carvallo is a financial advisor with Money Concepts Capital Corp who holds a Series 66 designation and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also serves as CEO of Hispanic Wealth, LLC, where he creates culturally-competent educational content and provides actuarial consulting. Carvallo is a board member of the New Generations Foundation and is involved in actuarial consulting and education through Retire Friday, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to manage approximately $3.33 billion across 14,700 clients.