Top Financial Advisors in Greater Atlanta Area

Soraya Ben Taleb-Rouchdi
Founder and Director
Greater Atlanta Area
Founder and Director
Supply Chain and Quality Management
Financial Advisor
EDHEC Business School
Lille III University
Université du Droit et de la Santé (Lille II)
Recommendations: 13
International Education
Entrepreneurial Skills
Foreign Languages
Entrepreneur
Marketing Strategy
Entrepreneurship
Multilingual
Strategic Planning
Laurie McClain
Financial Advisor
Greater Atlanta Area
Financial Advisor
Owner
Manager, CPA
Legal Secretary
Georgia State University - J. Mack Robinson College of Business
Recommendations: 13
Tax Preparation
Accounting
Budgeting
Manufacturing
Professional Services
Small Business
Strategic Planning
Non-profits
Pam Price, CFE
Co Founder
Greater Atlanta Area
Co Founder
Executive Advisory Board Member
Owner / Consultant
Financial Advisor
Vice President of Development
Founder / Broker
Vice President of Development
Director of Franchise Sales
Recommendations: 11
Investments
Business Development
Franchising
Strategy
Leadership
Strategic Planning
Finance
Start-ups
Matthew McManus, SPHR
Experienced HR Professional & Financial Advisor
Greater Atlanta Area
Experienced HR Professional & Financial Advisor
Senior Human Resources Director
Senior Human Resources Director
Director Human Resources
Employee Relations Division Manager
Director Employee Relations
Human Resources & Development Manager/Stores Sr Regional Personnel
Georgia State University
University of South Alabama
Recommendations: 10
Succession Planning
Performance Management
Employee Relations
Talent Management
Talent Acquisition
Recruiting
Leadership Development
Human Resources
Alan Range, CLU, ChFC
Senior Manager - Branch Operations
Greater Atlanta Area
Senior Manager - Branch Operations
Financial Advisor
Director - Learning Consultant, National Division
Assistant Vice President - centralized national Advisors Learning Center
Director of Training
Learning Consultant
Senior Consultant
Regional Advanced Sales Consultant
Financial Sales Consultant
Producer Development Specialist
Growth through sales, branch office, and corporate office positions
Baylor University
Hillcrest High School
Recommendations: 8
Strategic Financial Planning
Life Insurance
Selling Skills
Training
Management Development
Employee Benefits
Product Development
Insurance
Marcia Englefield
Program Manager
Greater Atlanta Area
Program Manager
Manager of Business Analysis
Project Manager
Client Consulting Director
Associate Client Consulting Director
Project Manager
Financial Advisor
Consultant/Contractor
Business Analyst
Project Lead
Project Lead
Product Manager
Financial Analyst
Legal Assistant
Emory University - Goizueta Business School
Pomona College
Springside School
St. Paul Academy
Recommendations: 8
Lean Six Sigma
Program Management
Business Process
Project Management
Software Implementation
Product Management
SDLC
Cross-functional Team...
Andres Berdugo
Sr. Director - National Development
Greater Atlanta Area
Sr. Director - National Development
Principal
Vice President Sales
Sales Operations
Financial Advisor - Licensed
Relationship Manager
Sr. Financial Analyst
Assistant Vice President
Kennesaw State University
Georgia State University
Southern Polytechnic State University
Recommendations: 8
Management
Banking
Analysis
Credit
Sales
Finance
Strategy
CRM
Lindsey Haas
Realtor, Multi-Million Dollar Producer
Greater Atlanta Area
Realtor, Multi-Million Dollar Producer
Founder
Financial Advisor
Indiana Wesleyan University
University of Evansville
Valparaiso High School
Recommendations: 7
Foreclosures
Short Sales
First Time Home Buyers
Investment Properties
Investors
Home Staging
Open Houses
Vacation Homes
Cornelius Fisher, MBA, LUTCF
Director of Business Development
Greater Atlanta Area
Director of Business Development
Sr. Regional Business Development Manager Eastern US
Regional Business Development Manager
Area Sales Manager
Sr. Marketing Specialist
Claims Management
Financial Advisor
The American College
Florida Institute of Technology
Sam Houston State University
Recommendations: 7
Insurance
Life Insurance
Property & Casualty Insurance
Health Insurance
Term Life Insurance
General Insurance
Fixed Annuities
Disability Insurance
Wes Prior, LUTCF
Sales Representative
Greater Atlanta Area
Sales Representative
Financial Advisor
Walgreens Store Manager
Food Service Student Manager
University of Georgia - Terry College of Business
The American College
University of Georgia - Terry College of Business
Recommendations: 7
Life Insurance
Fixed Annuities
Insurance
Investments
Goal Oriented
401k Rollovers
Auto
Home
Steve Testerman
Author
Greater Atlanta Area
Author
Co-Founder BROKERHUNTER / Currently Retired
Senior Vice President
Vice President
Financial Advisor
Director/Marketing
Marketing Rep/Instructor
Missouri State University
University of Missouri-Columbia
Parkview High School
Recommendations: 7
Online Marketing
Talent Acquisition
Recruitment/Retention
Client Retention
Building Relationships
Entrepreneurship
Sourcing
Financial Services
Glenn Cambre
Attorney
Greater Atlanta Area
Attorney
Law Clerk/Investigator
Law Clerk
Student Associate
Law Clerk
Student Member
Auction Specialist
Financial Advisor
Law Clerk
Law Clerk
Aviation Electrician (AE2)
John Marshall Law School
Excelsior College
Louisiana State University
Recommendations: 6
Bankruptcy
Criminal Law
Trials
Personal Injury
Legal Issues
Legal Research
Leadership
Legal Writing
John Puckett
Financial Consultant
Greater Atlanta Area
Financial Consultant
Investments Representative
Private Banker
Independent Life Insurance Agent
Financial Services Professional / Licensed Life Insurance Agent
Financial Advisor
Math Teacher and Basketball Coach
Oglethorpe University
Georgia Southern University
Middle Georgia College
Recommendations: 6
Retirement Planning
Estate Planning
Financial Planning
Long-term Care
Start-ups
Business Planning
Financial Reporting
Corporate Finance
Eric Friederichsen
Account Manager
Greater Atlanta Area
Account Manager
Assistant Football Coach
Server
Financial Advisor
Rhodes College
George Walton Comprehensive High School
Recommendations: 6
Fire Alarm
Access Control
Account Management
Contract Management
Process Scheduler
Life Safety
Fire Suppression Systems
Sales Management
Amy Strauss Boehm
Vice President Business Development
Greater Atlanta Area
Vice President Business Development
Director of Business Development
Director of Business Development
Account Executive
Financial Advisor
Sales, Marketing and Training
Assistant Production Supervisor
Video Journalist
Ithaca College
Colgate University
Recommendations: 5
Account Management
Marketing
Networking
Social Media Marketing
Sales
Sales Presentations
Social Media
Recruiting
Cintron Shiver
Personal Banker
Greater Atlanta Area
Personal Banker
Activities Staff/Zumba Instructor
Sales Manager
Owner & Lead Event Manager
PSAV, Sales Manager
Sales Manager, PSAV
Sales Manager, PSAV
Senior Operations Service Specialist
Retirement Distribution Counselor
Business Consultant
Financial Advisor
Accountant
College of Charleston
College of Charleston
Webster University
Recommendations: 5
Event Planning
Negotiation
Marketing
CRM
Critical Thinking
Customer Service
Budgets
Sales
Stanton Lanier
Pianist and Composer
Greater Atlanta Area
Pianist and Composer
Financial Advisor
University of Georgia - Terry College of Business
Georgia Institute of Technology
Recommendations: 5
Music
Composition
Piano
Recording
Social Networking
Event Management
Event Planning
Public Speaking
Kevin Center
Atlanta Area Developer and Franchise Owner
Greater Atlanta Area
Atlanta Area Developer and Franchise Owner
Vice President of Operations & Strategy
Senior Director, Office of Organizational Development
Senior Program Manager, Business Planning & Resource Review
Senior Project Manager, Business Planning & Resource Review
Senior Associate
Associate
Strategic Sourcing/Treasury Intern
Financial Advisor
Goizueta Business School, Emory University
Washington University
Recommendations: 5
Strategy
Business Planning
Management Consulting
Strategic Planning
Organizational...
Leadership
Change Management
Team Leadership
Cedric Gibson
Business Development Executive
Greater Atlanta Area
Business Development Executive
Financial Advisor
Director Sales and Business Development
Sales Executive
Sales Engineer
Shorter University
Southern Polytechnic State University
Recommendations: 5
Business Development
Leadership
Strategic Planning
Contract Negotiation
Sales
New Business Development
Management
Account Management
Ryan Wallace
Director of Business Development
Greater Atlanta Area
Director of Business Development
Business Development Manager
Director of Sponsorship
Financial Advisor
Financial Advisor
Financial Advisor
Firefighter/EMT, Technical Rescue Specialist
Firefighter/EMT
Volunteer Firefighter
University of Colorado at
Recommendations: 4
Strategy
Business Development
Sales
Advertising
SEO
Cold Calling
Finance
Social Media Marketing
Jay Olsen
Corporate Account Executive
Greater Atlanta Area
Corporate Account Executive
Social Media Consultant
Account Manager
Business Development - State and Local Representative
Inside Sales Rep
Undergraduate Admissions Advisor
Compliance Analyst
Financial Advisor
Tax and Retirement Specialist
Financial Representative
DeVry University
Pocatello High School
Recommendations: 4
Sales
Management
Customer Service
Salesforce.com
Training
Leadership
Recruiting
Microsoft Office
SANDRA HOY
Licensed Agent
Greater Atlanta Area
Licensed Agent
Hospice Volunteer
Owner/Agent
Relationship Manager
Owner/Partner
Medicare Specialist
Independent Financial Advisor
Associate
Registered Assistant - Lynda Parker
Registered Asst./Operations Manager
Assistant Operations Manager
University of Detroit Mercy
University of Michigan
Oakland University
Oakland Community College
Recommendations: 4
Medicare Supplements
Insurance
Matt Mitchell
Relationship Manager
Greater Atlanta Area
Relationship Manager
Financial Representative
Financial Advisor Career Development Program Associate
Administrative Assistant
Orientation and Special Programs Student Worker
University of Alabama
Recommendations: 4
Time Management
Customer Service
Microsoft Office
Public Speaking
PowerPoint
Microsoft Excel
Microsoft Word
Event Planning
Charles Knox, MBA, CCFC
VP | Fixed Income Sales and Institutional Investments
Greater Atlanta Area
VP | Fixed Income Sales and Institutional Investments
Managing Partner | Financial Advisory
Founder | VP Investments Financial Director
Fixed Income Account Executive | Financial Investments
Investment Advisor Representative | Financial Planning
Financial Advisor | 403(b) & 457(b)
Senior Manager Quality Assurance | Factory Development
Project Planning Manager | (Contract Employee)
Senior Consultant | Information Risk Management
Senior Principal Consultant | Management Consulting
Senior Systems Analyst | Information Technology
Senior Consultant | Information Technology
Case Western Reserve University - Weatherhead School of Management
University of Michigan
Southfield High School
Gesu Catholic School
Recommendations: 4
Series 7
Series 63
Series 65
Capital Markets
Bonds
Bloomberg Terminal
Portfolio Management
Investments
Paul Carmody
VP, Product Development; VP, IT Strategy
Greater Atlanta Area
VP, Product Development; VP, IT Strategy
Senior Financial Advisor
SVP & GM, Emerging Businesses
SVP, Product Management & Business Development
Director, Product Marketing
SVP & GM
Chief Operating Officer
Chief Marketing Officer (CMO)
SVP, Marketing, Product & Strategy
CEO
Senior Vice President
Stanford University Graduate School of Business
Princeton University
Jersey Village High School
Recommendations: 3
Product Development
Strategic Partnerships
Marketing
Cross-functional Team...
Pricing Strategy
IT Strategy
Enterprise Software
Product Marketing
Tara Kilton
Account Manager
Greater Atlanta Area
Account Manager
Branch Manager
Loan Officer
Loan Officer
Loan Officer
Financial Advisor
Purdue University
Barrington Highschool
Georgia State University
Recommendations: 3
Mortgage Banking
Sales
Refinance
Mortgage Lending
Finance
USDA
Customer Satisfaction
Customer Service
William Clay Tucker, RICP, CAP, ChFEBC, CRPS
Owner / Principal
Greater Atlanta Area
Owner / Principal
Financial Counselor
Wealth Management Advisor
VP Wealth Management Services
Vice President - Morgan Keegan & Co.
Financial Advisor
The American College
London School of Economics and Political Science
University of Southern Mississippi
Recommendations: 3
Philanthropy
Planned Giving
Retirement Income Strategies
Estate Planning
Insurance
Asset Management
Charitable Giving Strategies
Trusts
Jonathan Kepner, MBA
Loan Officer
Greater Atlanta Area
Loan Officer
Financial Aid Officer
Financial Advisor
Assistant Branch Manager
Account Manager/Loan Officer
Member Services Rep/Loan Officer
Head Teller/In-Store Service Representative
In-store Financial Services Rep. III
Mercer University - Stetson School of Business and Economics
Valdosta State University
Mercer University
Valdosta State University
Recommendations: 3
Accounting
Banking
Customer Service
Finance
Leadership
Management
Investments
Stephen Cannon
Co- President
Greater Atlanta Area
Co- President
Vice President of Business Development
Managing Partner
Sr. Loan Officer
Stephen Cannon
Financial Advisor
Sales Associate
Duke
Duke University
Recommendations: 2
Mortgage
Residential Mortgages
Investment Properties
Refinance
FHA
Mortgage Banking
Loans
USDA
Shayna Marshall
Vice President, Supervision
Greater Atlanta Area
Vice President, Supervision
AVP Supervision
Chief Compliance Officer
Director, Compliance
Surveillance and Sales Practice Desk Manager
Customer Service Representative
Financial Advisor
Bank Teller
Bank Teller
STATE UNIVERSITY OF WEST GEORGIA
Recommendations: 2
Series 7
FINRA
Series 24
Securities
Series 63
Investment Advisory
Mutual Funds
Uniform Combined State...
Brad Bollier
State Farm
Greater Atlanta Area
State Farm
Area Director
VP
Financial Advisor
Accountant Assistant
Fordham Gabelli School of Business
Florida State University
Recommendations: 2
Banking
Credit
Leadership
Loans
Management
Financial Services
Commercial Lending
Loan Origination
Joe Crisafulli
General Manager
Greater Atlanta Area
General Manager
Sr. Director of Business Development and Fleet
Director of Fleet and Ancillary Operations
Consultant/Business Manager
Personal Financial Advisor
Independent Financial Advisor
Vice President Business Travel
Vice President Operations
Vice President of Operations
Vice President Southeast Region
Queensborough Community College
Queensborough College Business Administration
Recommendations: 2
Business Planning
Team Building
Leadership
Marketing
Purchasing
Strategic Planning
Sales
Operations Management
Douglas Hoff
Compliance Operations Supervisor
Greater Atlanta Area
Compliance Operations Supervisor
Analyst
Co Founder
Senior Compliance Specialist
Financial Advisor Career Development Associate
Paralegal
Reaffirmation Department Supervisor
Illinois State University
Recommendations: 2
Microsoft Excel
Finance
Microsoft Office
Customer Service
PowerPoint
Management
Leadership
Financial Analysis
Colin Castagnola
Financial Advisor - trainee
Greater Atlanta Area
Financial Advisor - trainee
Sales Engineer
Senior Manager, Provisioning
Manager, US Provisioning
California Lutheran University
Virginia Polytechnic Institute and State University
Recommendations: 2
Ethernet
IP
Co-location
Telecommunications
Metro Ethernet
Internet Services
Managed Services
Solution Selling
Bob Swank
Head Football Coach, Head Track Coach
Greater Atlanta Area
Head Football Coach, Head Track Coach
Co-Owner
Defensive Coordinator, Head Track Coach, Duluth HS
Investment Counselor
Financial Advisor
Teacher - Head Football Coach
Football Graduate Assistant
Head Football Coach
Assistant Head Football Coach
Assistant Football Coach
Midwestern State University
Widener University
Recommendations: 2
Small Business
Investments
Strategic Financial Planning
Public Speaking
Fundraising
Coaching
Insurance
Marketing
Vince Caine
President & Owner
Greater Atlanta Area
President & Owner
Vice-President
President
VP Branch Manager
Financial Advisor
University of Georgia - Terry College of Business
Recommendations: 2
Series 7
Commercial Lending
Equities
Leadership
Risk Management
Banking
Small Business Lending
Finance
Julian Pouncy
Financial Advisor
Greater Atlanta Area
Financial Advisor
University of Phoenix
The University of Tennessee at Chattanooga
Recommendations: 2
Networking
Customer Service
Management
Business Process Improvement
Portfolio Management
Retirement
Series 7
Estate Planning
Diane Kane
Financial Advisor
Greater Atlanta Area
Financial Advisor
Account Executive
Institutional Fixed Income
Owner/Operator
Sr. Vice President
Sr. Vice President
Vice President
Vice President
Vice President
Florida Atlantic University
Florida State University - College of Business
Recommendations: 2
Series 7
Alternative Investments
ETFs
Fixed Income
High Yield
Distressed Securities
Consultative Selling
Research
Paige Mitts
Client Services Associate
Greater Atlanta Area
Client Services Associate
Life/Health/Long Term Care Licensed Insurance Agent
Student
Director of Business Development/Client Services
Financial Advisor
Director/Relationship Manager, Private Banking-Law Firm Group
FVP/Relationship Manager, Private Banking
Commercial Banker
VP/Relationship Manager, Private Banking
Louisiana State University
Recommendations: 2
Financial Services
Insurance
Estate Planning
Retirement Planning
Investment Strategies
Wealth Management
Investments
Financial Planning
Brian Cochrum
Marketing Specialist
Greater Atlanta Area
Marketing Specialist
Business Development Consultant
Co-Founder
Co-Founder
Investment Counsel
Financial Advisor
Communications Coordinator/Development Officer
Minister of Education
Associate Pastor of Youth & Education
Leadership Counselor/Seminar Speaker
Computer Technician
Godbold Graduate School of Business
M. Christopher White School of Divinity
Gardner-Webb University
Erskine College
Recommendations: 2
Leadership
Entrepreneurship
Public Speaking
Training
Leadership Development
Strategic Planning
Coaching
Marketing
Wesley Smith
Financial Advisor
Greater Atlanta Area
Financial Advisor
Financial Advisor, Registered Representative
Licensed Agent, Registered Representative
Sales Team Member
Georgia State University, J. Mack Robinson College of Business
Recommendations: 2
Strategic Financial Planning
Finance
Financial Analysis
Retirement Planning
Life Insurance
Business Analysis
Financial Services
Retirement
Anna Strohsahl
Director - Investments & Operations
Greater Atlanta Area
Director - Investments & Operations
Associate Wealth Management Advisor
Account Manager
Client Sales Associate for a Financial Advisor
Institutional Sales and Trading Intern
University of Georgia - Terry College of Business
Florida State University
Recommendations: 1
Investments
Series 7
Series 63
Financial Services
Bloomberg Terminal
Analysis
Financial Modeling
Finance
Allison Chance Carter
Senior Vice President
Greater Atlanta Area
Senior Vice President
Senior Trust and Fiduciary Specialist
Financial Advisor
Trust Officer
Trust and Estates Attorney
Georgia State University College of Law
Sweet Briar College
Recommendations: 1
Estate Planning
Wealth Management
High Net Worth Individuals
Trusts
Estate Law
Wills
Wealth
Trust Services
Sandor Fejervary
Sales Director
Greater Atlanta Area
Sales Director
Direct Sales
Sales Consultant
Financial Advisor Associate
Associate Director High School Ministry
Azusa Pacific University
Recommendations: 1
Ross Y. Dixon
Agency Development Manager/ Insurance Agent
Greater Atlanta Area
Agency Development Manager/ Insurance Agent
Founder & Marketing Manager
Board of Directors
Financial Advisor
Georgia State University
North Atlanta High School
Recommendations: 1
Marketing
Entrepreneurship
Strategy
Leadership
Social Media Marketing
Strategic Planning
Social Networking
Public Relations
Gary Wargo
Wealth and Investment Strategist/Senior Managing Partner
Greater Atlanta Area
Wealth and Investment Strategist/Senior Managing Partner
President
Financial Advisor - Private Client Group
Financial Professional
Vice-President
Thiel College
Serra Catholic
East Allegheny
Recommendations: 1
Retirement Planning
Investments
Financial Planners
Insurance
Securities
Financial Services
Wealth Accumulation
Financial Advisory
Bill Hampton
Registered Representative
Greater Atlanta Area
Registered Representative
Financial Services Representative
Certified Business Mentor
Financial Advisor
National Association of Tax Professionals
Graduate School USA, Washington, DC
Hudson County Community College
Recommendations: 1
Personal Finance Expert
Financial Planning
Retirement Planning
Life Insurance
Business Coach
Business Formation
Strategic Consulting
Personal Finance
Sapan Parekh
Director of Wholesale Services
Greater Atlanta Area
Director of Wholesale Services
Director of Alliances
Channel Manager
Financial Advisor
Financial Analyst
The University of Georgia
University of Georgia - Terry College of Business
Recommendations: 1
New Business Development
Sales Management
Strategic Planning
Strategic Partnerships
Salesforce.com
Sales
Cloud Computing
SaaS
Karon Ford
Store Manager
Greater Atlanta Area
Store Manager
Licensed Financial Advisor
Luxury Sales Consaltant
Design Director/ Owner
Sales Consultant
Visual Merchandiser
Assistant Store Manager
Sales
Art Institute of Atlanta
Georgia Gwinnett College
Recommendations: 1
Retail
Merchandising
Sales
Visual Merchandising
Customer Service
Fashion
Microsoft Word
PowerPoint
Brittany MBA
Manager
Greater Atlanta Area
Manager
Assistant Vice President, Salesforce Implementation Project Manager
Salesforce Solutions Consultant
Portfolio Investment Specialist
Compliance Officer
Financial Advisor
The University of Georgia
Georgia Southern University
Eagles Landing
Recommendations: 1
Business Strategy
Time Management
Analytics
Process Improvement
Strong Business Acumen
Negotiation
Change Management
Leadership
Matthew Riggle
Financial Analyst
Greater Atlanta Area
Financial Analyst
Lean Six Sigma Project
Financial Services Representative
Financial Advisor
Georgia Institute of Technology - Georgia Tech College of Management
University of Florida
Recommendations: 1
Leadership
Finance
Financial Services
Six Sigma
Loans
Investments
Asset Allocation
Investment Strategies
Nick Tiemeyer, CFA
Investment Consultant
Greater Atlanta Area
Investment Consultant
Senior Investment Analyst
Senior Investment Analyst
Financial Advisor
Business Unit Control Intern
Intern
Indiana University - Kelley School of Business
Indiana University Bloomington
Seymour High School
Recommendations: 1
Investments
Pensions
Defined Benefit
Mutual Funds
Financial Analysis
Portfolio Management
Mergers & Acquisitions
Investment Management
Raun Demons Sr
Branch Manager
Greater Atlanta Area
Branch Manager
Insurance Telesales Agent
Managing Partner
Credit Negotiator
Independent Agent & Financial Advisor
Sales Manager/Loan Underwriter
Southern Crescent Technical College
Recommendations: 1
Life Insurance
Term Life Insurance
Whole Life
Indexed Annuities
Universal Life
Index Universal Life
Tax Free Retirement Income
Retirement Planning
Carrie Bartz
Global Technology Executive
Greater Atlanta Area
Global Technology Executive
Strategic Account Executive
Strategic Major Account Executive
Financial Advisor
Clemson University
Recommendations: 1
Cold Calling
Sales Management
Solution Selling
Sales Presentations
Selling
Salesforce.com
Account Management
Business Development
Jay Varma
Financial services
Greater Atlanta Area
Financial services
Financial advisor
Financial Advisor
Financial Advisor
VP
Vice President, Senior Business Analyst and Project Manager
Business Owner
Business Owner
Senior Project Manager/Business Analyst
Senior Project Manager / Business Systems Analyst
Senior Project Manager/Business Analyst
Senior Project Manager
Project Manager
Georgia State University
Georgia State University
Georgia College and State University
Georgia College and State University
Recommendations: 1
Strategic Planning
Investments
New Business Development
Project Management
Business Development
Financial Analysis
Management
Series 7
Chuck Mulling
Financial Advisor
Greater Atlanta Area
Financial Advisor
Vice President of Risk Management
Front Office Manager/ Agent
Georgia Institute of Technology
Recommendations: 1
Risk Management
Portfolio Management
Asset Management
Insurance
Financial Analysis
Financial Risk
Strategic Planning
Financial Modeling
Dale Moller
Licensed Real Estate Agent
Greater Atlanta Area
Licensed Real Estate Agent
Consultant
Financial Advisor
Acquisitions Manager
Investments Manager
Senior Financial Analyst/Research Director
Associate Appraiser
Trust Department - Real Estate Division
Installment Loan Department
The University of Georgia
Riverwood High School
Recommendations: 1
Asset Managment
Due Diligence
Investments
Real Estate
Valuation
Real Estate Development
Disposition
Financial Analysis
Mark Sargon
Regional Director
Greater Atlanta Area
Regional Director
Vice President - Financial Advisor
Regional Vice President
Vice President - Portfolio Manager
VP Investments
Ohio University
Firestone HS
Recommendations: 1
Investments
Asset Management
Equities
Portfolio Management
Retirement
Bonds
Retirement Planning
Series 7
Christopher Wos
Inside Sales Representative
Greater Atlanta Area
Inside Sales Representative
Inside Channel Manager
Financial Advisor
Camp Counselor
Marist College
Aston University
Recommendations: 1
Insurance
Salesforce.com
Leadership
Microsoft Excel
Bloomberg Terminal
Sales
Financial Analysis
Fixed Income Analysis
John McColl Jr.
Financial Advisor
Greater Atlanta Area
Financial Advisor
Research Intern
Marketing Intern
University of North Carolina at Chapel Hill
Recommendations: 0
Ted Wood
Financial Planning Specialist, Financial Advisor
Greater Atlanta Area
Financial Planning Specialist, Financial Advisor
Player
Player
Major League Player
University of New Orleans
Orange High School
Recommendations: 0
Lauren Fierman Iddins
Financial Advisor
Greater Atlanta Area
Financial Advisor
Marketing Director
Junior Account Executive
Office Manager
Public Relations Assistant
Communications Assistant
University of Alabama
Recommendations: 0
Personal Financial Planning
Holistic Financial Planning
Wealth Management
Growth Investing
Investments
Customer Service
Communication
Bruce Bickley
Financial Advisor
Greater Atlanta Area
Financial Advisor
University of Virginia
Recommendations: 0
Series 7
Investment Advisory
Alternative Investments
Asset Allocation
Equities
Asset Management
Mutual Funds
Series 63
Daniel Landis
Financial Advisor Associate
Greater Atlanta Area
Financial Advisor Associate
Principal
Adjunct Professor
In House Attorney
Attorney
University of North Carolina at Chapel Hill
Miami University
Fairmont East
Fairmont East
Recommendations: 0
Craig Marcello
Branch Manager/Senior VP
Greater Atlanta Area
Branch Manager/Senior VP
Faculty
Owner
Owner
Financial Advisor
Complex Manager/Director
Branch Manager/Vice President
Financial Advisor
George Mason University
Louisiana State University
Recommendations: 0
Asset Managment
Strategic Planning
Sales Management
Business Strategy
Business Planning
Strategic Financial Planning
Team Leadership
Investments
Araya Mesfin
First Vice President - Wealth Management
Greater Atlanta Area
First Vice President - Wealth Management
Vice President - Porfolio Management Director - Financial Advisor
Berry College
Tucker High School
Clarkston High School
Recommendations: 0
Wealth Management
Retirement Planning
Investments
Series 7
Equities
Strategic Financial Planning
Mutual Funds
Portfolio Management
Robert Heisterberg
Vice President/Investments - Stifel
Greater Atlanta Area
Vice President/Investments - Stifel
Vice President / Financial Advisor
Vice President / Financial Advisor
Managing Director
Managing Director
Vice President
Institutional Equity Sales
Duke University - The Fuqua School of Business
Lafayette College
Recommendations: 0
Perry Falk
General Manager
Greater Atlanta Area
General Manager
Operations Manager
Financial Advisor
Teaching Assistant
Intern
Sales Representative
Donor Analyst
Founder & Owner
Clemson University
Clemson University
Maastricht University
Maastricht University
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Office
Economics
Public Speaking
Research
Statistics
Data Analysis
August Goins
Compliance Officer
Greater Atlanta Area
Compliance Officer
Compliance Analyst
Investment / Financial Advisor
Premier Client Manager
Kennesaw State University - Michael J. Coles College of Business
Recommendations: 0
FINRA
Series 7
Mutual Funds
Process Improvement
Securities
Investments
Finance
Series 63
Albie Whitaker
Financial Advisor
Greater Atlanta Area
Financial Advisor
Vice President - Bernstein Global Wealth Financial Services Advisor
Private Wealth Associate
Emory University - Goizueta Business School
The University of Georgia
Recommendations: 0
Brent Burke
Financial Advisor
Greater Atlanta Area
Financial Advisor
Sales
Georgia Southern University
Georgia Southern University - College of Business Administration
Statesboro high
The American College
Recommendations: 0
Walter Stith
Financial Advisor
Greater Atlanta Area
Financial Advisor
Player
Player
Player
Western Michigan University
Recommendations: 0
Rusty Lamb
Sales Manager, Traditional Insurance Products - Georgia MarketPOINT
Greater Atlanta Area
Sales Manager, Traditional Insurance Products - Georgia MarketPOINT
Financial Advisor
Vice President
Vice President of Sales
Regional Director of Sales
Georgia State University - J. Mack Robinson College of Business
Recommendations: 0
Retirement Planning
Retirement
Risk Management
Life Insurance
Long-term Care
Series 63
Mutual Funds
Pensions
Cameron Brazzell
Investment Education Consultant
Greater Atlanta Area
Investment Education Consultant
Vice President - Financial Advisor
Team Lead - Equity Compensation
Financial Advisor
Georgia Institute of Technology
University of West Georgia
Recommendations: 0
Series 7
Leadership
Investments
Equities
Finance
Mutual Funds
Financial Services
Securities
John Paxton DeMent, CFP®
Medicare Specialist
Greater Atlanta Area
Medicare Specialist
Independent Consultant
Financial Advisor
Director of Institutional Services
Senior Portfolio Manager
Financial Advisor
College for Financial Planning
St Andrews-Sewanee School
Millsaps College
Recommendations: 0
Asset Management
Portfolio Management
Investment Advisory
Alternative Investments
Fixed Income
Strategy
Investments
Securities
Travis Scarbrough
Financial Advisor
Greater Atlanta Area
Financial Advisor
Analyst - Leveraged Finance
Summer Analyst - Leveraged Finance
Kennesaw State University
Recommendations: 0
Olivia Keys
Financial Advisor
Greater Atlanta Area
Financial Advisor
Registered Client Relations Coordinator
Client Relations Assistant/Intern
Georgia State University
Georgia State University - J. Mack Robinson College of Business
Grayson High School
Recommendations: 0
Financial Advisory
Strategic Financial Planning
Risk Management
Retirement Planning
Wealth Management
Financial Planning
Personal Financial Planning
Financial Planners
Sam Zaretsky, CFP®
Regional Planning Consultant
Greater Atlanta Area
Regional Planning Consultant
Co Chair of the FC Advisory Board
Judge - VP of the Georgia Gymnastics Judges Association
Financial Consultant
Ambassador
Chair
Special Care Planner
Financial Advisor
Manager
The American College
Georgia State University
Recommendations: 0
Strategic Financial...
Portfolio Management
Project Planning
Employee Benefits
Research
Personal Finance
Estate Planning
Financial Analysis
Braxton Bell
Finance Manager
Greater Atlanta Area
Finance Manager
Sales Associate
Teacher/Coach
Teacher/Coach
Financial Advisor
Account Executive
Underwriting Assistant
Assistant Baseball Coach
Virginia Tech
Recommendations: 0
Sales
Team Management
Coaching
Cold Calling
Team Leadership
Client Development
Manage Client Relationships
Sales Prospecting
Sam Arthur
Financial Advisor
Greater Atlanta Area
Financial Advisor
University of South Carolina-Columbia
Greater Atlanta Christian Highschool
Recommendations: 0
Jason Albritton
Commercial Banker
Greater Atlanta Area
Commercial Banker
Commercial Management Associate
Business Development Coordinator
Vice President Business Development
Vice President Business Development
National Sales Manager
Regional Vice President for NE Territory
Internal Annuity Wholesaler
Financial Advisor
Financial Service Representative
Auburn University
John Carroll High School
Recommendations: 0
Private Placements
Structured Settlements
Alternative Investments
Life Settlements
Financial Planning
Life Insurance
Annuities
Credit
David Ward, CFP ®
Financial Advisor, Managing Director & Founder
Greater Atlanta Area
Financial Advisor, Managing Director & Founder
Financial Planner
Financial Planner
Marketing & Sales
Financial Analyst
Plant Engineer
University of South Carolina - Darla Moore School of Business
University of South Carolina-Columbia
Michigan State University
Recommendations: 0
401k Rollovers
Estate Planning
Retirement Planning
Investments
Financial Planning
Securities
Asset Management
401k
Chris Staples, CFP®
Principal Owner
Greater Atlanta Area
Principal Owner
Financial Advisor
Financial Advisor
Indiana Wesleyan University
Oglethorpe University
Recommendations: 0
Retirement Planning
Financial Planning
Asset Management
Risk Management
Investment Advisory
Strategic Financial Planning
Investments
Asset Managment
Kevin Harty
Supervisor Customer Fulfillment
Greater Atlanta Area
Supervisor Customer Fulfillment
Credit Manager
Account Manager
Financial Specialist
Financial Advisor
Mercy College
State University of New York College at Oswego
Lakeland High School
Recommendations: 0
Management
Finance
Customer Service
Credit
Marketing
Process Improvement
Financial Analysis
Sales
Josh Scandlen, CFP, MS
Wealth Manager
Greater Atlanta Area
Wealth Manager
Financial Advisor
Infantryman
College for Financial Planning
George Mason University
Recommendations: 0
Stephen Urbrock
Financial Advisor
Greater Atlanta Area
Financial Advisor
Senior Sales Director, Insurance at FIS
Director, Enterprise Risk Solutions - Insurance
Senior Client Executive
Account Manager - Software Solutions
Georgia State University - J. Mack Robinson College of Business
Emory University
Recommendations: 0
Risk Management
Salesforce.com
Business Analysis
Analytics
National Account Management
New Business Development
Property & Casualty Insurance
Financial Modeling
Matt Hooper
Account Manager
Greater Atlanta Area
Account Manager
Financial Advisor
Clemson University
Recommendations: 0
Natalia Marrero
Sales Consultant
Greater Atlanta Area
Sales Consultant
Financial Advisor
Product Manager
Store Manager
Tulane University - A.B. Freeman School of Business
Recommendations: 0
Customer Service
Sales
Marketing
Larry Lyons, ChFC
Financial Advisor
Greater Atlanta Area
Financial Advisor
Sr. Vice President, Due Diligence Officer
The University of Georgia
Middle Georgia Jr. College
Recommendations: 0
Retirement Planning
Series 7
Investments
Portfolio Management
Asset
Financial Planning
Retirement
Mutual Funds
Andrew Band, CFP®
Vice President, Branch Office Manager
Greater Atlanta Area
Vice President, Branch Office Manager
Branch Manager
Financial Consultant
Financial Consultant
Financial Advisor
Colorado State University
Recommendations: 0
Stephen Komisar, CFS
Senior Financial Advisor
Greater Atlanta Area
Senior Financial Advisor
Northeastern University
Recommendations: 0
Retirement Planning
Sam Renken
Financial Advisor
Greater Atlanta Area
Financial Advisor
Financial Representative
Language Arts Teacher
Horse Program Coordinator
University of Wyoming
Clemson University
Nebraska Wesleyan University
Recommendations: 0
Disability Insurance
Insurance
Process Improvement
Long-term Care
Fixed Annuities
Term Life Insurance
Health Insurance
Life Insurance
Dale Ayers
President
Greater Atlanta Area
President
CEO/President
Regional Manager Affinity Development
Financial Advisor
Elon University
Recommendations: 0
Strategic Financial Planning
Business Development
Business Planning
Finance
Business Strategy
Banking
Customer Service
Asset Management
Matt Kunz
Financial Consultant
Greater Atlanta Area
Financial Consultant
City Councilman
Financial Advisor, CRPC
President
Builder Sales
Major Account Executive
Associate
University of Notre Dame
Bishop Gorman High School
Recommendations: 0
Financial Services
Retirement Planning
Small Business
Business Development
Sales
Strategic Planning
Insurance
Project Management
Michael Darr
Vice President
Greater Atlanta Area
Vice President
Vice President
Vice President
Financial Advisor
Assistant Vice President
NYU
Schreiber high school
Recommendations: 0
Portfolio Analysis
Core and Satellite Portfolio Composition
Gap and Overlap Reporting
ETF Comparisons
Economic Updates
Practice Management Coaching
Client Presentations
Mark Binder, CFP®
Wealth Management Advisor
Greater Atlanta Area
Wealth Management Advisor
Personal Financial Advisor
Account Executive
Relationship Manager
Financial Representative
Operations Manager
University of Colorado at Boulder
Oglethorpe University
Recommendations: 0
Justin Pugh
Senior Associate
Greater Atlanta Area
Senior Associate
Analyst
TigerFund Portfolio Manager
Student Body President
Treasurer of Virginia Upsilon
Private Equity and Investment Banking Summer Analyst
Investment Banking Winter Financial Analyst
Finance Board Member
Summer Real Estate Investment Analyst
Financial Advisor Extern
Emory University - Goizueta Business School
Hampden-Sydney College
Recommendations: 0
Due to my profession, endorsements cannot be accepted
Sam Martz
Global Director Ecommerce
Greater Atlanta Area
Global Director Ecommerce
Company Name The Coca-Cola Company
Company Name Coca-Cola Customer Business Solutions
Company Name The Coca-Cola Company
Financial Advisor
Emory University - Goizueta Business School
The College of Wooster
Recommendations: 0
Supply Chain Management
Supply Chain
Customer Service
Customer Experience
Customer Insight
Customer Satisfaction
Data Analysis
Databases
Allen Smith
Senior Vice President
Greater Atlanta Area
Senior Vice President
President - Board of Trustees
Associate Complex Director
First Vice President, Branch Manager
Financial Advisor
Kennesaw State University
Recommendations: 0
Estate Strategies
Investment Strategies
Risk Assessment
Retirement Income...
Retirement Solutions
Financial Planning
Asset Management
Special Needs Planning
Casey Arundel
Financial Advisor with Friedman Zager Wealth Management
Greater Atlanta Area
Financial Advisor with Friedman Zager Wealth Management
Financial Advisor
Financial Analyst
Analyst/ Associate
Georgia Institute of Technology
Marist School
Recommendations: 0