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TOP 30 Financial advisor for women in Atlanta, GA
4 results found
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Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 5555 Glenridge Connector in Atlanta, Georgia, is a finance institution that offers a different approach to wealth management. The firm believes in helping clients not only build wealth but also enjoy the fruits of their labor. With a team of experts in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of clients' financial lives. One of the talented wealth advisors at Mercer Advisors in Atlanta is Cathy C. Miller, who has a passion for helping individuals navigate complex financial transitions. With years of experience and multiple accolades, including being featured on the Forbes list of America's Top Women Wealth Advisors, Cathy is dedicated to providing personalized and comprehensive financial guidance to her clients.
Merrill Lynch Financial Advisor Lei Shan
Merrill Lynch Financial Advisor Lei Shan is a respected finance institution located at 3455 Peachtree Road Northeast in Atlanta, Georgia, United States. With over twenty years of experience working with prestigious financial firms such as Goldman Sachs and Credit Suisse, Lei Shan specializes in providing personalized financial advice to wealthy families and institutions. Lei holds an MBA from Duke University and a Master of Science in Molecular Biology from Vanderbilt University. She has been recognized in publications such as Atlanta Journal Constitution and Women's World for her expertise in the field. Lei is actively involved in volunteer work, supporting organizations such as Habitat for Humanity and the Atlanta Day Shelter for Women and Children. Fluent in Chinese, Lei is dedicated to helping clients achieve their financial goals through customized and holistic planning. As a Merrill Lynch Wealth Management Advisor, Lei focuses on building personalized investment strategies tailored to each client's unique needs and aspirations. With access to the resources of Bank of America, Lei works closely with clients to help them navigate the complexities of the financial markets and plan for the future. Whether you are saving for retirement, funding a child's education, or preparing to pass on your wealth to future generations, Lei Shan is committed to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Lei Shan today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Travis Wilson
Merrill Lynch Financial Advisor Travis Wilson is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. With over 25 years of experience, the Global Corporate & Institutional Advisory Services (GCIAS) team including Farren, White, Perelle, Barnes, Wilson, Ansley, O'Hare offers personalized financial strategies to help clients pursue their long-term goals. Whether it's retirement planning, saving for a home, or funding education, the team at Merrill Lynch works one-on-one with clients to develop customized financial approaches. The advisors at Merrill Lynch have received recognition for their exemplary client service and are committed to building strong relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can feel confident in their financial decisions. The team at Merrill Lynch believes in helping clients achieve their goals by understanding their priorities and creating a financial approach that reflects their unique needs. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Financial Advisor Travis Wilson.
Jason Young and Associates
Jason Young and Associates is a finance institution located at 3355 Lenox Road Northeast in Atlanta, Georgia, United States. We specialize in nurturing wealth to help you live a longer, better life, understanding and addressing the unique challenges women face in finance, supporting the needs of non-profits, and providing sophisticated planning for current and future generations. Our expertise also extends to offering tailored solutions for business owners and entrepreneurs, strategic support for foundations, cash management for businesses, asset protection from beneficiary divorces, and navigating unexpected tax bills. We keep our clients informed about market trends and the Federal Reserve's decisions, and offer advisory services through Apollon Wealth Management, LLC. Trust us to help you achieve your financial goals and secure your future.
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