Institutional investor in Atlanta, Georgia

Greenwood Wealth Management is a leading financial institution located at 715 Peachtree Street Northeast in Atlanta, Georgia, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions to meet the unique needs of each individual. With a commitment to excellence and a focus on building long-term relationships, Greenwood Wealth Management is the trusted partner for all your financial needs.

Cetera Advisors LLC: J. Todd Watkins is a finance institution located at 4480 Wildener Way, Cumming, Georgia, United States. J. Todd Watkins is a Doctoral Candidate in Nonprofit Management and an Accredited Investment Fiduciary, as well as a Philanthropic Advisor. He is the Founder of the Pan-American College Fund in Atlanta, Georgia, and Philanthropy Financial. Todd is currently pursuing a Doctorate of Business Administration in Nonprofit Leadership and Management at Liberty University. With a background in Aviation Management, Communication, and Entrepreneurship, Todd is dedicated to making a difference in the world through education and philanthropy. He is a member of the International Association of Advisors in Philanthropy and the Financial Services Institute. Through his travels and educational pursuits, Todd aims to build relationships with donors and universities across the Americas. Follow Todd's journey on his website as he shares his experiences in operating what he hopes will become the largest Social Enterprise in the world. Remember, "The way to get started is to quit talking and begin doing."

Strategic Financial Alliance Partners is a leading finance institution located at 2200 Century Parkway Northeast in Atlanta, Georgia, United States. Our team of experienced financial professionals is dedicated to providing strategic financial solutions for individuals and businesses. We offer a wide range of services including investment management, retirement planning, estate planning, and risk management. With a focus on personalized service and tailored financial strategies, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how Strategic Financial Alliance Partners can help you secure your financial future.

The Wellspring Group LLC, located at 2200 Century Parkway Northeast in Atlanta, Georgia, is a finance institution dedicated to providing customized wealth strategies for successful families and business owners. With a mission to give your wealth the respect and attention it deserves, the professionals at Wellspring Wealth have been serving clients for over three decades. They believe in contributing to the communities they live in and offer a variety of concierge services to their clients. Their advisors combine years of experience and fresh viewpoints to create custom strategies, and the WealthVision platform integrates all aspects of financial planning and wealth management. Securities are offered through LPL Financial, while investment advice is offered through Wellspring Wealth Management LLC. The firm values proactive, courteous service and believes that the greatest compliment a client can give is to recommend their services to others. With a focus on helping clients live the life they have imagined, Wellspring Wealth is committed to providing the best possible financial solutions.

Halberg Financial Associates is a finance institution located in Atlanta, Georgia, United States. They offer securities through IFP Securities, LLC, and investment advice through IFP Advisors, LLC. Halberg Financial Associates is not affiliated with IFP. Visitors to the institution's website can find a variety of calculators to help with financial planning. Be sure to check the background of the investment professional before making any decisions.

Apex Financial Services is a leading finance institution located at 2295 Parklake Drive Northeast in Atlanta, Georgia, United States. Our team of experienced professionals is dedicated to providing innovative financial solutions to individuals and businesses. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Apex Financial Services is here to help. Come visit us today and let us help you achieve your financial goals.

Wynter Financial Services, Inc. is a reputable accounting and finance institution located at 2302 Parklake Drive Northeast in Atlanta, Georgia, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. We are dedicated to helping our clients achieve their financial goals and providing them with top-notch customer service. Contact us today to learn more about how we can assist you with your financial needs.

River Capital is a leading finance institution located in Atlanta, Georgia, United States. With a strong presence in the financial industry, River Capital offers a wide range of financial services including investment management, wealth management, and corporate finance solutions. Our team of expert financial advisors and analysts are dedicated to providing personalized and strategic financial guidance to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business in need of financial assistance, River Capital is here to help you navigate the complex world of finance with confidence and ease.

Legacy Capital Advisors is a leading finance institution located at 4401 Northside Parkway Northwest in Atlanta, Georgia, United States. We specialize in providing expert financial advice and solutions to help individuals and businesses achieve their financial goals. Our team of experienced advisors offers personalized services tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, Legacy Capital Advisors is committed to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Alan Sheldon is a reputable finance institution located at 300 Galleria Parkway Southeast in Atlanta, Georgia, United States. Specializing in providing personalized financial advice and services, Alan Sheldon and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a wealth of experience and expertise in the finance industry, Merrill Lynch Financial Advisor Alan Sheldon is committed to delivering top-notch financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, you can trust Merrill Lynch Financial Advisor Alan Sheldon to guide you towards financial success.

Chappell Financial Group is a leading finance institution located at 3200 Cobb Galleria Parkway in Atlanta, Georgia, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, retirement planning, estate planning, and tax services. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Richie Pinnock is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Richie Pinnock can assist in creating a flexible strategy tailored to your specific goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. By participating in the local community, Richie Pinnock values giving back and volunteering with organizations. The Merrill Personal Wealth Analysis™ helps in developing a personalized plan centered around your aspirations. As a Merrill Lynch Wealth Management advisor, Richie Pinnock focuses on what matters most to you, whether it's family, goals, or priorities. By engaging in conversations, Richie Pinnock aims to understand your financial needs and provide personalized wealth management strategies. The Investment Personality Assessment helps in customizing your financial approach to align with your investing preferences. By regularly reviewing and updating your financial plan, Richie Pinnock ensures that it evolves with your changing life circumstances and goals. Let Richie Pinnock help you achieve your financial goals and navigate the complexities of the market with a personalized approach designed just for you.

The Dodd Rodgers Team at Morgan Stanley is a leading financial institution located in Atlanta, Georgia. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, we are here to provide personalized guidance and support. Visit us at 3280 Peachtree Road Northeast to learn more about how we can help you secure your financial future.

The Loftis Team at Morgan Stanley is a leading financial institution located in Atlanta, Georgia. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your assets, we offer a comprehensive range of services tailored to meet your individual needs. Visit us at 3280 Peachtree Road Northeast to learn more about how we can help you secure your financial future.

Stonegate Global Fund Services, located in Atlanta, Georgia, is an industry-leading finance institution specializing in Fund Administration and Global Advisory. With a strong focus on technology and innovation, Stonegate Global offers expertise in Fund Formation and Structuring for a variety of Alternative Investment Funds including Hedge Funds, Crypto Funds, Venture Capital Funds, Real Estate Funds, and Private Equity Funds. The institution has received high praise from clients, such as Tocqueville Private Wealth Management, for their well-rounded knowledge of complex investment instruments and structures, as well as their exceptional client service. In a recent development, Stonegate Global has acquired Cap Intro Solutions, further enhancing their services and strengthening their Fund360 ecosystem.

Personal Capital, now known as Empower, is a finance institution located at 3340 Peachtree Road Northeast in Atlanta, Georgia, United States. They offer a range of services and tools to help individuals manage their finances and investments. Personal Capital Advisors Corporation compensates the institution for new leads, but they are not an investment client. Advisory services are provided by PCAC, a subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the SEC. Investing involves risk and past performance does not guarantee future returns. Personal Capital and the Personal Capital logo are trademarks of PCC.

AllianceBernstein is a finance institution located at 3560 Lenox Road Northeast, Atlanta, Georgia, United States. At AB, the focus is on delivering better outcomes for clients through a diverse, connected, and collaborative culture that encourages different ways of thinking and innovative insights. The institution is the Founding Member of the Corporate Affiliate Program at the Columbia Climate School and has partnered with Columbia University’s Earth Institute to develop a Climate Science and Investing curriculum. AB offers a range of investment strategies, investment planning, and risk-management services for global clients, from individual investors to the world’s largest institutions. The firm embraces diversity of perspectives and talents to bring clarity, insights, and solutions to investors in a rapidly changing market environment.

Merrill Lynch Financial Advisor Chester Palmour Rollins is a finance institution located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. Specializing in wealth management strategies, the institution aims to help clients understand their financial picture and create flexible strategies tailored to their goals. With access to investment insights from Merrill and banking solutions from Bank of America, clients can receive personalized plans centered on their aspirations and priorities. The institution values community involvement and offers services such as Merrill Personal Wealth Analysis™ to help clients build and document personalized plans. By understanding clients' goals and priorities, the institution aims to help them manage, grow, and preserve their wealth over time. With a focus on personalized investment strategies, Merrill Lynch Financial Advisor Chester Palmour Rollins is dedicated to helping clients achieve their financial goals and navigate market fluctuations.

Integrated Wealth Strategies, led by Rich Lombardi, is a premier financial institution located in Atlanta, Georgia. Specializing in comprehensive wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From retirement planning to investment strategies, we offer a wide range of services tailored to meet the unique needs of each individual client. With a commitment to excellence and personalized service, Integrated Wealth Strategies is the trusted partner you need to navigate the complexities of the financial world. Visit us at 200 Ashford Center North to learn more about how we can help you build and protect your wealth.

Merrill Edge is a finance institution located at 4492 Roswell Road Northeast in Atlanta, Georgia, United States. At Merrill, we have dedicated Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are looking to invest, plan for the future, or manage your wealth, our advisors are here to help. You can search for a specific advisor or our parent company, Merrill Lynch, to find the right fit for your needs. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which has separate terms and privacy policies. Investing in securities involves risks, and it is important to understand the potential for loss. Our team at Merrill is dedicated to providing you with information about products and services that may be beneficial to you. For more information on our privacy practices and online advertising, please review our Online Privacy Notice and FAQs. We offer a range of services including brokerage, investment advisory, financial planning, and banking products through Bank of America and its affiliates. Contact us today to learn more about how we can help you turn your ambitions into action.

Commenda Capital is a leading finance institution located in Atlanta, Georgia. Situated at 6300 Powers Ferry Road Northwest, Commenda Capital offers a wide range of financial services to clients, including investment management, advisory services, and capital raising. With a team of experienced professionals, Commenda Capital prides itself on providing personalized solutions to meet the unique needs of each client. Whether you are an individual investor or a large corporation, Commenda Capital is dedicated to helping you achieve your financial goals.

Vantage Wealth Management - Morgan Stanley is a leading financial institution located at 3280 Peachtree Road Northeast in Atlanta, Georgia, United States. With a strong reputation for providing top-tier financial services, Vantage Wealth Management offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the team of experienced professionals at Vantage Wealth Management - Morgan Stanley is dedicated to providing expert guidance and support every step of the way. Visit their office in Atlanta today to learn more about how they can help you secure your financial future.

The Dutcher Group at Morgan Stanley is a leading financial institution located in Atlanta, Georgia. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, we are here to help. Visit us at 3280 Peachtree Road Northeast to learn more about how we can assist you in reaching your financial objectives.

Newcorp Wealth Strategies is a leading finance institution located at 3565 Piedmont Road Northeast in Atlanta, Georgia, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. At Newcorp Wealth Strategies, we prioritize transparency, integrity, and client satisfaction to ensure a successful financial future for all of our clients. Contact us today to schedule a consultation and start building your wealth with confidence.

Kristi Thelen, CFP, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 3560 Lenox Road Northeast in Atlanta, Georgia, United States. Specializing in financial planning and investment management, Kristi Thelen and her team provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, they strive to build long-lasting relationships based on trust and superior service. Whether you are planning for retirement, saving for college, or growing your wealth, Kristi Thelen, CFP, CIMA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Savant Wealth Management is a leading finance institution located at 400 Northridge Road in Atlanta, Georgia, United States. We specialize in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized investment strategies and financial planning. With a focus on transparency, integrity, and innovation, Savant Wealth Management is committed to delivering exceptional service and value to our clients.

Your Wealth Partners is a leading financial institution located at 780 Johnson Ferry Road in Atlanta, Georgia, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management solutions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Your Wealth Partners to help you build and preserve your wealth for a secure financial future.

Carlyle Wealth Management is a prestigious finance institution located at 5 Concourse Parkway in Atlanta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their wealth for the future. We offer personalized investment strategies, retirement planning, estate planning, and more to ensure that our clients are well-equipped to navigate the complexities of the financial world. Trust Carlyle Wealth Management to provide expert guidance and support for all your financial needs.

Audientis LLC is a leading finance institution located in Atlanta, Georgia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, Audientis LLC is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals. Visit us at 2002 Summit Boulevard Northeast to learn more about how Audientis LLC can assist you with your financial needs.

Scott Allen - Morgan Stanley is a renowned finance institution located at 5 Concourse Parkway in Atlanta, Georgia, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, portfolio management, or estate planning, the team at Scott Allen - Morgan Stanley is dedicated to helping you achieve your financial goals. With a focus on personalized service and expert advice, this institution is a trusted partner for individuals and businesses seeking to secure their financial future.