Location: Atlanta, GA

Team

Paul Robertson III

Partner, Senior Financial Advisor

October 15, 2023 No Comments

Team

Harry Jones

Managing Partner, Senior Financial Advisor

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Team

Ellis Davis

Vice President, Portfolio Manager

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Team

Bretaigne Black

Director, Client Specialist

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Team

Amy Tierney, CFP^®

Managing Director – Director of
Operations

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Team

Ann Claire Lathem, FPQP^®

Director, Client Specialist

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Team

Julia Zwicky, FPQP^®

Vice President, Client Specialist

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Team

Nanny McFadden

Vice President, Operations Associate

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Team

Nicole Pichon, FPQP^®

Director, Client Specialist
Client Services Team Manager

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Team

Kevin Vogel, CFP^®

Vice President, Wealth Strategy

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HOW CAN WE FURTHER YOUR MISSION?

We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.

Location: Atlanta, GA

Paul Robertson III

Harry Jones

Ellis Davis

Bretaigne Black

Amy Tierney, CFP^®

Ann Claire Lathem, FPQP^®

Julia Zwicky, FPQP^®

Nanny McFadden

Nicole Pichon, FPQP^®

Kevin Vogel, CFP^®

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Location: Atlanta, GA

HOW CAN WE FURTHER YOUR MISSION?

Subscribe to Quarterly Outlook

HEADQUARTERS

3333 Riverwood Parkway Suite 350 Atlanta, GA 30339

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339