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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

Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

Kimberly Good

KCG Investment Advisory Services LLC

315 Commercial Dr. Suite C1

Savannah, GA 31416

912-335-8071

Vincent Bethel

Personal Financial Solutions, LLC

110 Thornton Ct 30214

Fayetteville, GA 30214

770-460-8813

David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

305-723-9949

Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Andrew Band

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2254

Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

Goodwin Investment Advisory

Goodwin Investment Advisory

3380 Trickum Rd
Bldg 800 Ste 102

Woodstock, GA 30188

678-741-2370

Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

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

Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

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

Allstate Personal Financial Representative: John McGilchrist

3417 Canton Rd
Bldg 7

Marietta, GA 30066
678-777-8960

Johnny Simpkins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7667

Allstate Personal Financial Representative: Michael Thompson

181 10th St NE
Ste 104

Atlanta, GA 30309
404-695-6008

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

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

Allegiance Retirement Solutions

1790 Atkinson Road
Suite C

Lawrenceville, GA 30043
404-815-9470

Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

BLW Financial Services

4501 New Jesup Highway
Suite 104

Brunswick, GA 31520
912-571-4612

The Axia Team - Morgan Stanley

3280 Peachtree Rd NE
Suite 1600

Atlanta, GA 30305
404-365-3606

Apex Insurance Advisors

3796 Tamiami Trail

Cumming, GA 30041
770-888-3151

Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

Browne, Draper, & Land Financial Concepts

118 West King Street

Dalton, GA 30720
706-226-0144

John E Porter - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4601

Abbott Brown Wealth Management - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-848-8596

Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

Active Financial Group

600 Kennesaw Avenue
Suite 100

Marietta, GA 30060
678-574-0080

Alexander Blaire Financial Consulting, Inc.

295 West Crossville Road
Suite 820

Roswell, GA 30075
678-352-8800

Jacqueline Lister - Morgan Stanley

225 S Milledge Ave

Athens, GA 30605
706-227-4035

The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

First Command Financial Advisor - Jamie Wilson

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

DTLR

2801 Candler Rd
Spaces 51 & 52

Decatur, GA 30034
404-212-1237

DTLR

7804 Abercorn St
Space 184

Savannah, GA 31406
912-352-9135

DTLR

5228 Memorial Dr
Space 804

Stone Mountain, GA 30083
404-299-9503

DTLR

1425 Cumberland Mall
Space 206

Atlanta, GA 30339
678-842-0038

DTLR

6700 Douglas Blvd

Douglasville, GA 30135
770-577-5471

Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

First Command Financial Advisor - Marc Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

First Command Financial Advisor - Addison Olheiser

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

DTLR

7179 Georgia Highway 85

Riverdale, GA 30274
770-997-2601

DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

The Mixon Smith Thomason Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7621

Allstate Personal Financial Representative: Douglas Perkins

462 Old Prison Camp Rd

MC Rae, GA 31055
866-424-7160

Oconee State Financial Services

706-769-3629

Mark A Houghton - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3835

Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

Roberts Wealth Management

125 Townpark Drive
Suite 300

Kennesaw, GA 30144
770-872-7466

The DeFreese Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

First Command Financial Advisor - Michael LaBroski

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

First Command Financial Advisor - Savanna Brown

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Ray Abernathy - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3655

Allstate Personal Financial Representative: Kenneth Epperson

1135 Church St SE

Covington, GA 30014
404-384-2335

Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

L. Dale Wicker - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5956

Sendhavkumar Nagar

770-242-7163

AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

Capital Concepts USA

404-869-8559

Allstate Personal Financial Representative: James Hunt III

157 Mack Rd

Pooler, GA 31322
704-249-7308

The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

DTLR

109 Minus Ave
Suite B4

Garden City, GA 31408
912-964-7834

Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

Mononita Ghosal - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7653

J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

JK Edwards & Company

1883 McDonough Road
Suite 200A

Hampton, GA 30228
770-472-2005

Tim Marian - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2963

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

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

Walker Pearson - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2244

The Zerden Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6482

Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

Baylis Gruber - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7608

Eastman Financial, LLC

4732 Olde Village Lane

Dunwoody, GA 30338
678-731-9869

National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

Senior Financial Planning, LLC

2551 Roswell Rd NE
Suite 209

Marietta, GA 30062
770-973-5220

Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

Newby-Stahl Advisory Group

411 East 2nd Street

Rome, GA 30161
706-584-7271

Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

Erikson/Rinzler-Lubel Team - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

Stark Financial Strategies

305 Cooper Road
Suite 200

Loganville, GA 30052
770-554-9660

Andrew Bradach - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2347

Robert Ruffo - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4609

Wayne Stoneback - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2964

Harries/Lawrence - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

Charles Davis

420 North Broad St.

Cairo, GA 39828
229-307-5010

Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

Olson Associates, Home of "The Financial MAXI-MISER Process"

701 Bombay Lane

Roswell, GA 30076
770-740-8744

John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

Tom Slimp - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3537

Hollis Montgomery - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6031

Michael Hugghins - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7611

Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

Day and Mullis Wealth Management - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1003

Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

Jackson Merrick - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-365-3579

Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

DeHaan Wealth Management

230 Creekstone Ridge

Woodstock, GA 30188
770-432-1592

Andrew Chitwood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6604

Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

Timewise Financial

3380 Trickum Rd
Building 1200-200

Woodstock, GA 30188
770-420-2954

Allstate Personal Financial Representative: Gregory Robinson

7160 Moon Rd
Ste F

Columbus, GA 31909
706-464-7800

Steven A Grosswald - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2132

My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

DTLR

3450 Wrightsboro Rd
Space 1460

Augusta, GA 30909
706-736-8091

DTLR

3131 Manchester Expressway

Columbus, GA 31909
706-322-2554

James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

Jose Ruiz - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4632

Signature Processing, Inc

800-948-0525

Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

Christina Clark - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9401

Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

Cornerstone Management

655 Engineering Drive
Suite 110

Peachtree Corners, GA 30092
770-449-7799

Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

Altholz & Martin Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3562

The Kusiel Lapp Group - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1035

Allstate Personal Financial Representative: Pat Nelson

205 N Belair Rd
Ste A

Evans, GA 30809
706-723-9141

Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

Foote Welch Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3808

Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

DTLR

3050 X1-X5 MLK Jr Dr SW

Atlanta, GA 30311
404-696-9109

Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

DTLR

2929 Turner Hill
Space1790

Lithonia, GA 30038
678-323-8004

DTLR

3614 Marketplace Blvd
Space 520

East Point, GA 30344
404-629-5783

DTLR Outlet

1540 Southlake Parkway
Suite 8A

Morrow, GA 30260
678-422-0946

Colony Wealth Management

133 Ocilla Hwy.

Fitzgerald, GA 31750
229-423-2270

Jon Striefsky - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3618

Allstate Personal Financial Representative: William Leo

186 Cornelia Xing Shpg Ctr

Cornelia, GA 30531
706-754-5357

Bo Cook - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

William E Davis - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8105

Fifth Third Private Bank - Raanan Pritzker

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4512

Hal West - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6945

Chris Payne - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4229

Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

Michael Borchers - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3341

Yeomans Consulting Group Inc.

61 Atlanta Street Southeast

Marietta, GA 30060
770-427-5227

Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

Robson Planning Group

3405 Dallas Highway
Suite 820

Marietta, GA 30064
678-391-6987

Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

Tanner Investment Group

119 North Patterson Street

Valdosta, GA 31601
229-232-8211

Story Wealth Management Group

210 East Ward Street

Douglas, GA 31533
912-384-0030

WealthFolio Retirement Planning

11340 Lakefield Drive
Suite 200

Johns Creek, GA 30097
678-923-9732

Rosenberg Financial Group, Inc.

2517 Moody Road
Suite 100

Warner Robins, GA 31088
478-922-8100

H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

Sydnee Scruggs - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5953

Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

Wealth Integrity Financial, LLC

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097
770-495-3463

Kelli Rogan - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3615

Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

Southern Insurance Associates of Dunwoody

2394 Mount Vernon Road
Suite 150

Dunwoody, GA 30338
770-392-1818

First Command Financial Advisor - Genevieve Kubica

888 Kings Bay Rd.
Suite A

Saint Marys, GA 31558
912-642-0640

Professional Associates Wealth Coaching

3535 Roswell Road
Building 30

Marietta, GA 30062
770-578-0257

Keystone Financial Services

100 Glendalough Court
Suite B1

Tyrone, GA 30290
866-678-3770

Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

Foundational Wealth Advisory

6501 Peake Road
Building 300

Macon, GA 31210
478-336-5330

Harbor View Wealth Management - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3040

Chuck Tobias - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6070

Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

Fifth Third Private Bank - Nicole Domis

3344 Peachtree Road Northeast

Atlanta, GA 30326
404-279-4583

Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

Quay Financial Group, Inc.

1005 Weatherstone Parkway
Suite 210

Woodstock, GA 30188
770-924-5440

Allstate Personal Financial Representative: Dean Vernoia

30 Whitlock Pl SW

Marietta, GA 30064
678-488-0175

Darlenes Virtual Services

770-714-0392

Durham A Hamilton - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

Zachary Polun - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3887

Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

Hayes Wealth Advisors

4965 Leisure Valley

Dunwoody, GA 30338
404-954-1133

Sweat & Associates, LLC

8659 South Marcus Street

Wrightsville, GA 31096
478-864-1040

Freedom Wealth Partners

1690 Stone Village Lane NW
Suite 221

Kennesaw, GA 30152
678-831-3561

Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

Nicky Rudd - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7677

Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

Cumberland Financial Group

445 Manget Street
Suite 200

Marietta, GA 30060
678-581-3292

Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

Main Street Financial Group

12640 Crabapple Road
Suite 200

Milton, GA 30004
678-398-4528

Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

Allstate Personal Financial Representative: Farrah Naugher

803N N Tennessee St

Cartersville, GA 30120
706-566-0046

Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Sarah Westcott Wealth Coach

912-414-9956

Jason Sturzoiu | Financial Compass

1952 Riverton Drive

Suwanee, GA 30024
404-626-3322

Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

Deidre Webb - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3343

Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

Allstate Personal Financial Representative: Mark Meehan

401 Eisenhower Dr

Savannah, GA 31406
912-507-1211

Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

The Rumley Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-365-3500

Sonia Balfour-Fears - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3908

Antan R. Wilson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3851

Chip Marvin - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7048

MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

W Thompson Hatcher III - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6800

Jeremy Ragan

600 Bellevue Ave.

Dublin, GA 31021
478-410-5000

Ragan Earl DeFreese - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
404-760-3047

Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

The GA 400 Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7614

First Command Financial Advisor - Steve Sylvester

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

Angela Calvin - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1072

McGrath Consulting - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3145

Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

Forest Investment Associates

15 Piedmont Center
Suite 1250

Atlanta, GA 30305
404-261-9575

The Fisher Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2125

Michael Siegel - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-266-6798

Allstate Personal Financial Representative: Joseph Deloach

4855 River Green Pkwy
Ste 320

Duluth, GA 30096
706-816-0254

The Bravo Kilo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6900

Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

Ashley Knox - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8124

The Walton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1731

Alice B Neill - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2266

Brian P. Orr - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4619

Vittorio Marius Pisciotta - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3623

The Reynolds Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8516

Atlanta, GA Branch Office - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3000

Adele J. Gabbay Muir - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3244

Centric Wealth Group - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5940

The Duddleston/Byrd Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2157

The Sentinel Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6055

Morgan Stanley Financial Advisors

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4600

Magellan Planning Group

4170 Ashford Dunwoody Road
Suite 480

Atlanta, GA 30319
404-257-8811

Travis Doyle - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3627

The Gudenrath Group - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2244

Robert Agnone - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3613

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

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3076

Raine Ayers - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3039

Campbell Cartledge Bleke - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5178

Matthew Herzwurm - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3025

Dylan Lantry - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7638

Monique Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-405-3353

J. Cory Marcus - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6067

Fuller, Frost, Lanier Wealth Management

3638 Walton Way Extension
Suite 300

Augusta, GA 30909
706-261-8575

Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

Lee Cannon - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7637

Emilie Gulich - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3873

Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

Daniel Decker Kundla - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-848-8590

Allstate Personal Financial Representative: Scott Peterzell

3133 Maple Dr NE
Ste 100

Atlanta, GA 30305
404-307-6118

Edward Wood - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3062

Saul M Levy - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2110

Key Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-5968

The Hamilton Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3020

Stewart Schwabe - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4629

Craig Ellard

325 Fifth St.

Macon, GA 31201
478-738-6090

Scott K Allen - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7655

Bryan Weiss - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3552

The Pharus Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7694

Joshi L. Clare - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4639

Morgan Stanley Financial Advisors

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9140

Amritpal Singh

470-375-3508

First Command Financial Advisor - Shawn Broe

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Daniel Dix - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3612

Mike Rothfarb - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7633

Morgan Stanley Financial Advisors

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7600

Kevin Tu

470-375-7759

First Command Financial Advisor - James Stevens

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

Morgan Stanley Financial Advisors

One 10th St
Suite 600

Augusta, GA 30901
706-724-2601

Morgan Stanley Financial Advisors

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

Morgan Stanley Financial Advisors

225 S Milledge Ave

Athens, GA 30605
706-353-0001

Chun-Ket Yau

3169 Holcomb Bridge Road
Suite 465

Norcross, GA 30071
470-299-8880

First Command Financial Advisor - Ed Patisaul

624 S Houston Lake Rd
Suite 200

Warner Robins, GA 31088
478-333-6517

First Command Financial Advisor - Christopher Mills

3572 Old Milton Parkway

Alpharetta, GA 30005
770-667-5065

First Command Financial Advisor - Bryan Tuschen

3015 Allen Drive

Evans, GA 30809
706-860-2488

First Command Financial Advisor - Garret Messner

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

Carla D Erikson - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7651

First Command Financial Advisor - Josh Ugaste

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

First Command Financial Advisor - Steve Cyr

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

Atlanta, GA Branch Office - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Rd Suite 1850

Atlanta, GA 30328
678-441-1082

First Command Financial Advisor - Dan Mahoney

4333 Bemiss Rd
Ste 10

Valdosta, GA 31605
229-469-7159

First Command Financial Advisor - Marcos Colon

3015 Allen Drive

Evans, GA 30809
706-860-2488

First Command Financial Advisor - Christina Rodriguez

2591 Hwy 17
Suite 200

Richmond Hill, GA 31324
912-459-1100

The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

Compass Financial Advisors - UBS Financial Services Inc.

600 Northpark Town Center
1200 Abernathy Road

Atlanta, GA 30328
678-441-1014

Jared McClure - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3242

Patrick McArdle

770-418-0300

The Woodruff Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

First Command Financial Advisor - Alonzo Portwine

1640 Powers Ferry Road
Bldg 24, Suite 100

Marietta, GA 30067
404-350-8443

Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619