Our Team


The members of our team share a common ambition with one another and those we serve – helping clients pursue their financial goals. Whether you're looking into our team on recommendation, reputation or at random, we're pleased you're here.

Florida/Georgia Market Leadership and Support Staff

Albany, GA Advisors

Alpharetta, GA Advisors

Atlanta, GA Advisors

Daphne, AL Advisors

Dothan, AL Advisors

Jacksonville, FL Advisors

Lakeland, FL Advisors

Orlando, FL Advisors

Tallahassee, FL Advisors

Tallahassee, FL/Thomasville, GA Advisors

Tampa, FL Advisors

Trinity, FL Advisors

Warner Robins, GA Advisors

Wellington, FL Advisors