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Atlanta, GA Office

Team
Updated today

Client AUM

$2,491,815,859

Clients

3,338

Advisors

2

Of 42 advisors across 20 offices

Location

2200 Century Parkway, Suite 500

Atlanta GA 30345

Advisors at this office

2

Advisors at this office

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Julie S

Series 63, Series 66

Atlanta, GA

Strategic Blueprint, LLC

Julie Sullivan is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 66 licenses and over 39 years of industry experience. She has been associated with The Strategic Financial Alliance, Inc. and related entities since 2011. Outside of advisory work, she is a member of PIGS FLY LLC, a family-formed business opportunity venture. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning through independent advisory representatives, emphasizing client education and a formal subscription advisory services program.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Gregory H

Series 63, Series 65

Atlanta, GA

Strategic Blueprint, LLC

Gregory Hanft is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at Brightworth LLC and Mass Mutual Investors Services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, along with a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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