Wealth Management
Bretaigne Black
Director - Client Specialist
Amanda Brady, FPQP®
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
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Brad Parsons
Managing Director - Senior Financial Advisor
Nicole Pichon, FPQP®
Director – Client Services Team Manager, Community Engagement Champion
Bert Rayle
Partner - Senior Financial Advisor
Paul Robertson
Partner - Senior Financial Advisor
Julia Zwicky, FPQP®
Vice President - Client Specialist
