Peachtree Corner, GA Office

Team
Updated today

Client AUM

$257,179,879

Clients

772

Advisors

3

Of 94 advisors across 40 offices

HNW client ratio

Location

6075 The Corners Pkwy, Suite 205

Peachtree Corner GA 30092-3329

Advisors at this office

3

Advisors at this office

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Bryan G

Series 63, Series 65

Peachtree Corner, GA

W&S BROKERAGE Services, Inc.

Bryan Glover is a financial advisor at W&S Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allstate Insurance Co and New York Life. He is also involved with the Glover Foundation Inc., where he has been active since 2019. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program with portfolios tailored to various risk profiles and investment objectives, serving individuals, trusts, retirement plans, and other entities.

ESG / Sustainable investing Tax-loss harvesting
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Marcelo H

Series 63, Series 66, Series 65

Peachtree Corner, GA

W&S BROKERAGE Services, Inc.

Marcelo Hernandez is a financial advisor at W&S Brokerage Services, Inc. with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Western & Southern Life, Prudential Advisors/LPL Brokerage, Edward Jones, and Thrivent Investment Management. Hernandez is also a full-time sales agent at Western & Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers the W&S Wealth Solutions wrap fee asset-allocation program, utilizing a model-driven, discretionary allocation process with an affiliated sub-adviser to serve individuals, trusts, retirement plans, and other entities.

ESG / Sustainable investing Tax-loss harvesting
View complete list of advisors at this office
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