Meet Our Team

Edge takes a team-based approach to helping our clients RealizeMORE™. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgement through years of experience. Our disciplined, diligent, and experienced team helps you attain your goals realistically and effectively.

Click on any of the images below for complete biography and contact information.You can also view our team members by a specific location or functional area.

Amanda Brady
Director - Client Specialist
Meghan Bynum
Vice President - Client Specialist
Matthew Carney
Chief Compliance Officer
Christie Crouch
Vice President- Reporting
Whit Davis
Partner - Research
William DeButts
Partner - Senior Investment Advisor
Michelle Dickson
Vice President - Client Specialist
Ginger Dorsett
Vice President - Client Specialist
Peek Garlington III
Partner - Senior Investment Advisor
Bruce “B” Gottwald III
Associate - Business Development
Will Guthrie
Analyst - Research
Stephen Halkos
Director - Research
AK Hendrix
Managing Director - Client Specialist
Howell Hollis
Director - Research
Stuart Huston
Research Analyst - Research
Paul Izlar
Partner - Senior Investment Advisor
Harry Jones
Managing Partner - Research
Barrett Karvis
Chief Operating Officer - Business Administration
Brendan Keelan
Vice President - Research
Elizabeth Mackie
Managing Director - Research
Kashif Mahmood
Vice President - Controller
Bill Maner
Chairman - Senior Investment Advisor
Rebecca Montes
Analyst - Client Specialist
Kendrick Mattox
Partner - Senior Investment Advisor
Jacobi Padgett
Vice President - Research
Jimmy Patrick
Partner - Senior Investment Advisor
Richard Pearce
Associate - Research
Bert Rayle
Partner - Senior Investment Advisor
Paul Robertson
Partner - Senior Investment Advisor
Dennis Sabo
Partner - Research
Kelly Scanlon
Vice President - Client Specialist
Will Skeean
Partner - Investment Management Team Chair - Research
Whit Stewart
Managing Director - Senior Investment Advisor
Lacey Turner
Analyst - Client Specialist


Edge prides itself on our loyal and knowledgeable staff. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgment through years of wealth management experience.

Due to the extensive knowledge required to customize wealth management solutions, we also routinely promote and reinvest in our team’s continual pursuit of education, research, and analysis.


Every Edge client is appointed a dedicated team who provides high-touch service and the personal attention paramount in delivering sophisticated, successful financial solutions.


Community Involvement

Individuals with serious wealth understand the benefit of philanthropy. We at Edge share that philosophy. As both a firm and as individuals, we focus on bettering our communities via active participation and charitable donations.