Wealth Management
Ava Arjmand, AWMA™
Vice President - Portfolio Manager
Bretaigne Black
Director - Client Specialist
Amanda Brady
Director - Client Specialist
Whit Davis
Partner - Portfolio Manager
William DeButts
Partner - Senior Financial Advisor
Michelle Dickson, FPQP®
Director - Client Specialist
Ginger Dorsett, FPQP®
Director - Client Specialist
Peek Garlington III
Partner - Senior Financial Advisor
Harry Jones
Managing Partner - Senior Financial Advisor
Ann Claire Lathem, FPQP®
Director - Client Specialist
Bill Maner
Advisory Director
Rebecca Montes
Associate - Client Specialist
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Nicole Pichon, FPQP®
Director – Client Specialist
Bert Rayle
Partner - Senior Financial Advisor
Paul Robertson
Partner - Senior Financial Advisor
Julia Zwicky, FPQP®
Vice President - Client Specialist