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