Team

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 judgment 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.

Ava Arjmand
Vice President - Portfolio Manager
Amanda Brady
Director - Client Specialist
Bretaigne Black
Director - Client Specialist
Ansel Davis
Managing Director - Senior Financial Advisor
Whit Davis
Partner - Portfolio Manager
Neal Deaton, CFP®
Director - Strategy
William DeButts
Partner - Senior Financial Advisor
Michelle Dickson
Director - Client Specialist
Ginger Dorsett
Director - Client Specialist
James Foster
Managing Director - Head of Strategy
Peek Garlington III
Co-Founder - Partner - Senior Financial Advisor
Carter Grimes
Analyst - Strategy
Will Guthrie
Financial Advisor
Stephen Halkos, CFA
Managing Director - Strategy
Alex Hassan
Analyst - Strategy
AK Hendrix
Partner - Client Specialist
Harry Jones
Co-Founder - Managing Partner - Senior Financial Advisor
Barrett Karvis
Managing Director - Chief Operating Officer
Brendan Keelan, CFA
Director - Strategy
Ann Claire Lathem
Director - Client Specialist
Elizabeth Mackie, CPA, CFP
Partner - Senior Financial Advisor
Bill Maner
Co-Founder - Advisory Director
Kendrick Mattox, CFA
Partner - Senior Financial Advisor
Nancy McFadden
Vice President - Operations Associate
Rebecca Montes
Vice President - Client Specialist
Jacobi Padgett, CIMA
Director - Portfolio Manager
Jimmy Patrick
Partner - Senior Financial Advisor
Nicole Pichon
Vice President - Client Specialist
Bert Rayle
Co-Founder - Partner - Senior Financial Advisor
Paul Robertson
Partner - Senior Financial Advisor
Dennis Sabo, CFA
Partner - Strategy
Will Skeean, CFA
Partner - Chairman of the Board - Investment Management Team Chair - Senior Financial Advisor
Amy Tierney
Director - Director of Operations
Julia Zwicky
Associate - Client Specialist

Knowledge

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.

Dedication

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.