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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Georgia involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Georgia?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Georgia to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Georgia financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Georgia

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Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

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Kimberly Good

KCG Investment Advisory Services LLC

315 Commercial Dr. Suite C1

Savannah, GA 31416

912-335-8071

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Vincent Bethel

Personal Financial Solutions, LLC

110 Thornton Ct 30214

Fayetteville, GA 30214

770-460-8813

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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

305-723-9949

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Andrew Band

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2254

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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

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Goodwin Investment Advisory

Goodwin Investment Advisory

3380 Trickum Rd
Bldg 800 Ste 102

Woodstock, GA 30188

678-741-2370

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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Thomas Suydam, CFP®

4P Wealth Trust a member of Advisory Services Network, LLC

6600 Peachtree Dunwoody Rd NE
Embassy Row 600, Suite 575

Atlanta, GA 30328

678-444-7823

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Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

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Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

List of Additional Financial Advisors in Georgia*

* Additional advisor listing is provided in partnership with Yext

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Allstate Personal Financial Representative: John McGilchrist

3417 Canton Rd
Bldg 7

Marietta, GA 30066
678-777-8960

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Johnny Simpkins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7667

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Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

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Atlanta GA, Private Wealth Management - UBS Financial Services Inc.

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

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E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

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Allegiance Retirement Solutions

1790 Atkinson Road
Suite C

Lawrenceville, GA 30043
404-815-9470

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Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

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The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

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BLW Financial Services

4501 New Jesup Highway
Suite 104

Brunswick, GA 31520
912-571-4612

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The Axia Team - Morgan Stanley

3280 Peachtree Rd NE
Suite 1600

Atlanta, GA 30305
404-365-3606

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Apex Insurance Advisors

3796 Tamiami Trail

Cumming, GA 30041
770-888-3151

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Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

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Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

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Browne, Draper, & Land Financial Concepts

118 West King Street

Dalton, GA 30720
706-226-0144

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John E Porter - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4601

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Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

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Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

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Active Financial Group

600 Kennesaw Avenue
Suite 100

Marietta, GA 30060
678-574-0080

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Alexander Blaire Financial Consulting, Inc.

295 West Crossville Road
Suite 820

Roswell, GA 30075
678-352-8800

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Jacqueline Lister - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4035

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The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

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First Command Financial Advisor - Jamie Wilson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

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Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

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Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

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DTLR

2801 Candler Rd
Spaces 51 & 52

Decatur, GA 30034
404-212-1237

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DTLR

7804 Abercorn St
Space 184

Savannah, GA 31406
912-352-9135

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DTLR

5228 Memorial Dr
Space 804

Stone Mountain, GA 30083
404-299-9503

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DTLR

1425 Cumberland Mall
Space 206

Atlanta, GA 30339
678-842-0038

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DTLR

6700 Douglas Blvd

Douglasville, GA 30135
770-577-5471

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Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

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Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

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First Command Financial Advisor - Marc Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

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Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

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Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

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4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

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Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

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First Command Financial Advisor - Addison Olheiser

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

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DTLR

7179 Georgia Highway 85

Riverdale, GA 30274
770-997-2601

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DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

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The Mixon Smith Thomason Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7621

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Allstate Personal Financial Representative: Douglas Perkins

462 Old Prison Camp Rd

MC Rae, GA 31055
866-424-7160

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Oconee State Financial Services

706-769-3629

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Mark A Houghton - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3835

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Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

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Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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Roberts Wealth Management

125 Townpark Drive
Suite 300

Kennesaw, GA 30144
770-872-7466

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The DeFreese Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

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Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

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First Command Financial Advisor - Michael LaBroski

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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First Command Financial Advisor - Savanna Brown

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Ray Abernathy - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3655

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Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

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Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

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Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

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L. Dale Wicker - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5956

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Sendhavkumar Nagar

770-242-7163

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AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

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Capital Concepts USA

404-869-8559

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The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

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UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

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Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

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Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

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Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

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DTLR

109 Minus Ave
Suite B4

Garden City, GA 31408
912-964-7834

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Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

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Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

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Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

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The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

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Mononita Ghosal - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7653

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J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

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Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

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Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

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Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

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One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

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JK Edwards & Company

1883 McDonough Road
Suite 200A

Hampton, GA 30228
770-472-2005

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Tim Marian - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2963

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Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

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The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

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Walker Pearson - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2244

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The Zerden Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6482

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Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

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Baylis Gruber - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7608

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Eastman Financial, LLC

4732 Olde Village Lane

Dunwoody, GA 30338
678-731-9869

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National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

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Senior Financial Planning, LLC

2551 Roswell Rd NE
Suite 209

Marietta, GA 30062
770-973-5220

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Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

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Newby-Stahl Advisory Group

411 East 2nd Street

Rome, GA 30161
706-584-7271

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Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

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Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

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Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

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Erikson/Rinzler-Lubel Team - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

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Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

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Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

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Stark Financial Strategies

305 Cooper Road
Suite 200

Loganville, GA 30052
770-554-9660

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Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

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Robert Ruffo - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4609

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Wayne Stoneback - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2964

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Harries/Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

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Charles Davis

420 North Broad St.

Cairo, GA 39828
229-307-5010

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Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

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Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

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Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

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Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

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Tom Slimp - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3537

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Hollis Montgomery - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6031

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Michael Hugghins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7611

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Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

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Day and Mullis Wealth Management - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1003

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Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

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Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

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Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

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Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

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Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

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DeHaan Wealth Management

230 Creekstone Ridge

Woodstock, GA 30188
770-432-1592

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Andrew Chitwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6604

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Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

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Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

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J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

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Timewise Financial

3380 Trickum Rd
Building 1200-200

Woodstock, GA 30188
770-420-2954

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Allstate Personal Financial Representative: Gregory Robinson

7160 Moon Rd
Ste F

Columbus, GA 31909
706-464-7800

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Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

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My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

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DTLR

3450 Wrightsboro Rd
Space 1460

Augusta, GA 30909
706-736-8091

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DTLR

3131 Manchester Expressway

Columbus, GA 31909
706-322-2554

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James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

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Jose Ruiz - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4632

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Signature Processing, Inc

800-948-0525

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Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

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Christina Clark - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9401

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Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

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Cornerstone Management

655 Engineering Drive
Suite 110

Peachtree Corners, GA 30092
770-449-7799

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Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

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Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

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The Kusiel Lapp Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1035

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Allstate Personal Financial Representative: Pat Nelson

205 N Belair Rd
Ste A

Evans, GA 30809
706-723-9141

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Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

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Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

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Foote Welch Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3808

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Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

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Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

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DTLR

3050 X1-X5 MLK Jr Dr SW

Atlanta, GA 30311
404-696-9109

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Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

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DTLR

2929 Turner Hill
Space1790

Lithonia, GA 30038
678-323-8004

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DTLR

3614 Marketplace Blvd
Space 520

East Point, GA 30344
404-629-5783

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DTLR Outlet

1540 Southlake Parkway
Suite 8A

Morrow, GA 30260
678-422-0946

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Colony Wealth Management

133 Ocilla Hwy.

Fitzgerald, GA 31750
229-423-2270

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Jon Striefsky - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3618

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Allstate Personal Financial Representative: William Leo

186 Cornelia Xing Shpg Ctr

Cornelia, GA 30531
706-754-5357

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Bo Cook - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

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William E Davis - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8105

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Fifth Third Private Bank - Raanan Pritzker

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4512

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Hal West - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6945

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Chris Payne - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4229

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Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

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Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

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Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

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Yeomans Consulting Group Inc.

61 Atlanta Street Southeast

Marietta, GA 30060
770-427-5227

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Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

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Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

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Robson Planning Group

3405 Dallas Highway
Suite 820

Marietta, GA 30064
678-391-6987

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Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

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The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

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Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

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The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

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Tanner Investment Group

119 North Patterson Street

Valdosta, GA 31601
229-232-8211

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Story Wealth Management Group

210 East Ward Street

Douglas, GA 31533
912-384-0030

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WealthFolio Retirement Planning

11340 Lakefield Drive
Suite 200

Johns Creek, GA 30097
678-923-9732

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Rosenberg Financial Group, Inc.

2517 Moody Road
Suite 100

Warner Robins, GA 31088
478-922-8100

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H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

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Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

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Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

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Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

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Wealth Integrity Financial, LLC

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097
770-495-3463

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Kelli Rogan - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3615

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Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

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Southern Insurance Associates of Dunwoody

2394 Mount Vernon Road
Suite 150

Dunwoody, GA 30338
770-392-1818

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First Command Financial Advisor - Genevieve Kubica

888 Kings Bay Rd.
Suite A

Saint Marys, GA 31558
912-642-0640

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Professional Associates Wealth Coaching

3535 Roswell Road
Building 30

Marietta, GA 30062
770-578-0257

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Keystone Financial Services

100 Glendalough Court
Suite B1

Tyrone, GA 30290
866-678-3770

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Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

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Foundational Wealth Advisory

6501 Peake Road
Building 300

Macon, GA 31210
478-336-5330

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Harbor View Wealth Management - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3040

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Chuck Tobias - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6070

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Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

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Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

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Fifth Third Private Bank - Nicole Domis

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4583

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Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

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Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

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Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

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Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

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Quay Financial Group, Inc.

1005 Weatherstone Parkway
Suite 210

Woodstock, GA 30188
770-924-5440

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Allstate Personal Financial Representative: Dean Vernoia

30 Whitlock Pl SW

Marietta, GA 30064
678-488-0175

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Darlenes Virtual Services

770-714-0392

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Durham A Hamilton - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

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Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

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Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

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Hayes Wealth Advisors

4965 Leisure Valley

Dunwoody, GA 30338
404-954-1133

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Sweat & Associates, LLC

8659 South Marcus Street

Wrightsville, GA 31096
478-864-1040

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Freedom Wealth Partners

1690 Stone Village Lane NW
Suite 221

Kennesaw, GA 30152
678-831-3561

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Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

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Robert S. Prater, Jr. - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

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Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

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Nicky Rudd - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7677

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Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

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Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

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Cumberland Financial Group

445 Manget Street
Suite 200

Marietta, GA 30060
678-581-3292

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Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

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Main Street Financial Group

12640 Crabapple Road
Suite 200

Milton, GA 30004
678-398-4528

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Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

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Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

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Allstate Personal Financial Representative: Farrah Naugher

803N N Tennessee St

Cartersville, GA 30120
706-566-0046

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Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

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Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

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Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

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First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Sarah Westcott Wealth Coach

912-414-9956

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Jason Sturzoiu | Financial Compass

1952 Riverton Drive

Suwanee, GA 30024
404-626-3322

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Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

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Deidre Webb - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3343

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Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

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Allstate Personal Financial Representative: Mark Meehan

401 Eisenhower Dr

Savannah, GA 31406
912-507-1211

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Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

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The Rumley Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-365-3500

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Sonia Balfour-Fears - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3908

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Antan R. Wilson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3851

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Chip Marvin - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7048

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MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

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W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

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Jeremy Ragan

600 Bellevue Ave.

Dublin, GA 31021
478-410-5000

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Ragan Earl DeFreese - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

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Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

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The GA 400 Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7614

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First Command Financial Advisor - Steve Sylvester

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

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Angela Calvin - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1072

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McGrath Consulting - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3145

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Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

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Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

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The Fisher Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2125

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Michael Siegel - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6798

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Allstate Personal Financial Representative: Joseph Deloach

4855 River Green Pkwy
Ste 320

Duluth, GA 30096
706-816-0254

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The Bravo Kilo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6900

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Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

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Ashley Knox - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8124

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The Walton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

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Alice B Neill - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2266

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Brian P. Orr - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4619

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Vittorio Marius Pisciotta - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3623

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The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

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Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

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Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

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Centric Wealth Group - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5940

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The Duddleston/Byrd Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2157

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The Sentinel Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6055

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Morgan Stanley Financial Advisors

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4600

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Magellan Planning Group

4170 Ashford Dunwoody Road
Suite 480

Atlanta, GA 30319
404-257-8811

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Travis Doyle - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3627

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The Gudenrath Group - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2244

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Robert Agnone - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3613

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Christopher S. Moorman, CFP - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

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Raine Ayers - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3039

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Campbell Cartledge Bleke - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5178

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Matthew Herzwurm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3025

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Dylan Lantry - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7638

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Monique Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3353

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J. Cory Marcus - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6067

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Fuller, Frost, Lanier Wealth Management

3638 Walton Way Extension
Suite 300

Augusta, GA 30909
706-261-8575

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Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

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David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

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Lee Cannon - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7637

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Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

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Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

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Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

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Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

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Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

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Allstate Personal Financial Representative: Scott Peterzell

3133 Maple Dr NE
Ste 100

Atlanta, GA 30305
404-307-6118

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Edward Wood - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3062

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Saul M Levy - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2110

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Key Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5968

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The Hamilton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

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Stewart Schwabe - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4629

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Craig Ellard

325 Fifth St.

Macon, GA 31201
478-738-6090

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Scott K Allen - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7655

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Bryan Weiss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3552

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The Pharus Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7694

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Joshi L. Clare - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4639

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Morgan Stanley Financial Advisors

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9140

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Amritpal Singh

470-375-3508

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First Command Financial Advisor - Shawn Broe

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Daniel Dix - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3612

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Mike Rothfarb - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7633

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Morgan Stanley Financial Advisors

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7600

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Kevin Tu

470-375-7759

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First Command Financial Advisor - James Stevens

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

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Morgan Stanley Financial Advisors

One 10th St
Suite 600

Augusta, GA 30901
706-724-2601

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Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Morgan Stanley Financial Advisors

225 S Milledge Ave

Athens, GA 30605
706-353-0001

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Chun-Ket Yau

3169 Holcomb Bridge Road
Suite 465

Norcross, GA 30071
470-299-8880

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First Command Financial Advisor - Ed Patisaul

624 S Houston Lake Rd
Suite 200

Warner Robins, GA 31088
478-333-6517

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First Command Financial Advisor - Christopher Mills

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

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First Command Financial Advisor - Bryan Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

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First Command Financial Advisor - Garret Messner

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Carla D Erikson - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

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First Command Financial Advisor - Josh Ugaste

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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First Command Financial Advisor - Steve Cyr

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

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Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

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First Command Financial Advisor - Dan Mahoney

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

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First Command Financial Advisor - Marcos Colon

3015 Allen Drive

Evans, GA 30809
706-860-2488

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First Command Financial Advisor - Christina Rodriguez

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

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The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

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Compass Financial Advisors - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1014

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Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

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Patrick McArdle

770-418-0300

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The Woodruff Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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First Command Financial Advisor - Alonzo Portwine

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

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Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619