Our Atlanta office represents one of the region’s most substantial wealth management firms, with over 40 client-facing professionals. Offering a wide range of personalized wealth management capabilities, we focus on helping individuals and families manage transitions such as the sale of a business, divorce, death and the transfer of wealth. Our team has very little turnover and averages 20 years of industry experience.
Get in touch and put our experienced Atlanta based team to work on your behalf.
Our Atlanta Team
Regional President – Georgia
Regional Managing Director
Regional Director – Private Banking