Find an Advisor in Atlanta

Atlanta Advisors

Majid Hasan
Alpharetta, GA
76%
Helpful
Firm
Rock One Advisors, LLC
Biography

Majid Hasan is the Managing Director of Rock One Advisors. Over the last 7 years, he has assisted clients that enjoy delegating financial tasks by offering advice, account reconciliation and providing tax advantage strategies. He has passed both NASD Series 7 and NASD Series 66 exams. Since beginning his financial services career in 2006 with Automated Data Processing, Majid has come to understand the dedication and hard work required for a leadership role in the industry. In 2008, he transitioned into the Global Wealth Management with Merrill Lynch and learned to create portfolios and develop comprehensive financial plans for affluent individuals. Majid also has worked with E*TRADE Financial where he educated insiders, senior management and employees eligible for equity compensation by explaining the importance of portfolio diversification by liquidating concentrated stock positions.

At Rock One Advisors, Majid is responsible for managing the assets of high net worth individuals and has developed effective wealth management strategies. Those who have worked with Majid commend his insight and honesty. Majid’s main objective is to educate clients to clearly identify and understand their values as well as recognize what motivates them. He believes it is his duty to enlighten clients and assist them in sifting through the financial chaos and abundance of information in an effort to help them make sound financial decisions.

Majid draws from an extensive management and marketing background including, but not limited to, Co-Founder of Right Track Healthcare, a residential treatment facility for at-risk youth in Durham, North Carolina and College Marketing Representative for Universal Music Group. Majid has also been credited as a platinum producer for Bad Boy Records in working with Sean ‘P-Diddy’ Combs composing a ballad for Mary J. Blige called “Friends” on her Love and Life LP among other artists. Majid enjoys volunteering and giving back to his community by supporting organizations like Relay for Life, Driving for Knowledge, Voter Registration and Blood Drives with the American Red Cross. Majid is a member of the Omega Psi Phi Fraternity. He is a graduate of North Carolina A&T State University and the University of Phoenix where he obtained a Masters in Business Management. Majid resides in Alpharetta, Georgia with his wife Alicia and their two boys, Trey and Caleb. His family enjoys playing sports and traveling together. Majid is an avid reader and enjoys music production, a passion he has had for the past 13 years.

76%
Helpful
MaryJane LeCroy
CFP
Atlanta, GA
74%
Helpful
Firm
Hammond Investment Planning Corporation
Fee Structure
Fee-Only, Commission
Biography

MaryJane has a most gratifying career in the arena of financial planning; advising individuals, families and business owners in the planning, growing and managing of their current and future financial security for over 15 years.  In 2001, she joined Hammond Investment Planning Corporation, a Registered Investment Advisor in Metro Atlanta and after 10 years became partner. In 2006, MaryJane earned the designation Certified Financial Planner™ and holds the general series 7 license with FINRA.  She has been a member of The Financial Planning Association since 2007.   Areas of expertise include portfolio management, financial planning, investment strategy, asset allocation, retirement planning, tax planning, college preparation, and estate planning.   

MaryJane is a graduate of Auburn University and has served as Financial Treasurer at her church since 2012. Since 2013, she has also served as Treasurer to business group The Connectors Vinings-Smyrna. When her mind isn’t focused on financial planning she loves spending time outdoors with her, husband Warren, their active little boy and, just as active, two black labs.

74%
Helpful
David Cross
Duluth, GA
70%
Helpful
Firm
U.S. Asset Management
Biography

David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management, a boutique wealth management practice. His primary responsibility is portfolio management and client relationship management. David and his team help clients make better decisions about their money and assist with overseeing every aspect of their financial lives. They begin by profiling the needs of clients and their families and then construct a customized plan centered on what is most important to them.

After 10 years at Merrill Lynch, where David was the leader of a team that was responsible for managing over $220 million in client assets, he left the firm in 2016 to start U.S. Asset Management. He holds a Bachelor of Science degree in finance from Auburn University and earned the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University.

David has earned numerous distinguished service awards with his former employers and he has over 25 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations such as the Georgia Council on Economic Education on the Board of Trustees, a Professional Advisors Committee Chair at The Community Foundation for Northeast Georgia, a Treasurer at The Hudgen’s Center for the Arts, Board of Directors at Georgia Association of Business Brokers, and more.

70%
Helpful
Monika West
Atlanta, GA
Firm
SC Financial Group
Biography

Monika West is the Founder of SC Financial Group, a firm founded on the principles of deeply understanding and fostering their client’s true needs and goals. Monika and her team believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically.

Monkia knows that taking the first step towards reaching and maintaining a client's financial goals is the hardest. Finding the right financial professional that matches their goals and expectations is crucial in building a lasting relationship. Monika specializes in corporate planning strategies such as advantageous business tax planning, employee health benefit and stock ownership programs, organic growth strategy, divestiture, restructuring/leveraging, liquidation and/or acquisition. Monika offers detailed corporate structuring programs that accounts for any/all phases of the business cycle.

Monika earned her MBA in Accounting and Finance at Keller Graduate School of Management of DeVry University and her BBA in Finance at Georgia State University. Outside of the office, Monika enjoys volunteering her time to the community she lives in. She loves fishing, hiking, horse back riding, swimming and running.

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Helpful
Patrick Fisk
CFP®
Atlanta, GA
Firm
Fresh Aire Financial Services
Fee Structure
Fee-Only
Biography

Fresh Aire Financial Services specializes in providing fee-only financial planning advice and 401(k) investment guidance specifically to the employees in the airline industry.

As a CFP® and owner of Fresh Aire Financial, my job is to help clients with their retirement income planning. This involves setting goals and helping you achieve them throughout your life. Where are you now, where do you want to be and how can we get you there? These are often challenging questions that typically change throughout our lives. We are a friendly, approachable group dedicated to your investment and financial planning needs.

It was my passion for travel that first attracted me to the airline industry. Then it was helping many of my co-workers with the basics of saving, investing, and debt management that nurtured the idea for financial planning as a second career.

My 25 years in the airline business and 10 years working as an advisor has made me especially knowledgeable in airline pensions, benefits, compensation and 401(k) plans.

I am passionate about helping people make smart decisions about money so they can achieve their retirement goals. It doesn't have to be complicated.

Trory Jenkins
Atlanta, GA
Firm
The Piedmont Group
Biography

Trory Jenkins is an Atlanta, GA based Financial Planner. He is focused on helping his clients – individuals, families, business owners - manage finances, work towards financial stability, and meet with success by assisting them in navigating the financial barriers that arise in every stage of life. Committed to designing a process that is specific and tailored to each of his clients’ needs, goals, and objectives, Trory has developed and implemented many comprehensive financial plans thus far in his career. In doing so, Trory pays great attention to risk management, as he believes it is the initial foundation for any solid and stable plan.

 Trory first became a financial planner because of his interests in investments and his desire to understand how wealth is accumulated. He is still in the industry because of the clients that he is grateful to have partnered with.

With a well-crafted investment discipline and with over 10 years of practical experience in the financial services industry, Trory is able to be the knowledgable partner for all of his clients. His goal is to find out about his clients’ aspirations and see which ways he can add value, provide guidance, and ultimately bring efficiency and happiness to their lives.

Joshua Swartz
CFP®
Atlanta, GA
Firm
JPH Advisory Group
Fee Structure
Fee-Only
Biography

Joshua Swartz directly serves the Senior Financial Planner & the President of JPH Advisory Group, assisting in preparation for client meetings, developing financial planning strategies, and managing client data maintenance. JPH Advisory Group is committed to becoming each of their client's CFO, as they believe that everyone needs someone to manage their investments and financial affairs while they manage and enjoy life.

Joshua joined JPH Advisory Group in January of 2012, after interning with the firm in 2011. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CFP® certification. He successfully passed the CFP® exam in March 2013, and was able to bear the CFP® marks in June 2014 after completing all of the necessary requirements with the CFP® Board.

In his free time, Joshua enjoys reading, playing sports, and is actively involved with Renovation Church in downtown Atlanta.

Gary Clement
Atlanta, GA
Firm
Clement Asset Management, LLC
Biography

Gary O. Clement, CFP®, CRPS®, CRPC®, MPAS®, is President of Clement Asset Management, LLC, a financial planning and investment management firm, and a lead instructor in the Kaplan Schweser Certified Financial Planning Program. Additionally, he has earned the CFP® designation, widely recognized as the leading designation in the financial services field. Gary is a Summa Cum Laude graduate of Cheyney University of Pennsylvania, a graduate of the Oglethorpe University Financial Planner Program, and holds a M.S.F.S. degree from the College for Financial Planning. Gary is currently pursuing a Ph.D. in financial planning at the University of Georgia. 

Gary considers himself both a lifelong student and teacher of personal finance. He enjoys educating groups, large and small, about money, personal finance, and the myriad financial products, vehicles, and strategies available to them.

Over the past 19 years, Gary has worked with various discount brokers, independent broker-dealers, and wirehouses. Today, Gary leads an independent registered investment advisory firm that focuses on comprehensive financial planning and investment management. He's held FINRA Series 7, 63, 65, 3, 31, and 24 licenses and has been a CERTIFIED FINANCIAL PLANNERTM since 2006. He's also taught Financial Planning, Investment Management, Retirement Planning and Estate Planning courses for the Certified Financial Planning programs at Oglethorpe University, the Terry College of Business at the University of Georgia, and, now, teaches for Kaplan Schweser.

Evan Carter
Atlanta, GA
Firm
Atlanta Capital Group
Biography

Evan serves others using his business and ministry/counseling background-a true head-and-heart approach. He does this by striving to help professionals and families identify their priorities in life, understand the financial planning process, and help others thrive financially, but also socially and spirituality.

Evan first worked with families through Young Life and spent seven years as the team lead at the Westminster Schools. He then served as an investment analyst at a multi-family office in Atlanta, before earning a Master’s of Divinity degree from Columbia Theological Seminary. After his theological studies, Evan returned to finance. He helped launch a successful investment start-up that amassed over $1.5 billion in AUM in less than eighteen months.

Evan is very involved in his local community. Over the past four years, he has helped to establish a summer leadership program for college-aged students interested in professional, spiritual, and communal development. He also has been an active member of Kairos Church since its inception. In his spare time, Evan enjoys college football, swimming, reading, golf, visiting family, and traveling (to more than 30 countries!).

Evan and his wife Julia live in Atlanta with their two joy-filled daughters–Airlie and Lollie–all of which love cutting loose with a nightly dance party.

Thomas Tillery
Kennesaw, GA
Firm
Paraklete Financial
Biography

Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom's background includes experience in integrated personal financial planning, asset protection, insurance, estate planning, risk management, investments, philanthropy, retirement and tax planning. He is an instructor and curriculum writer for CPA/PFS educational courses. Tom also provides continuing education and is a public speaker on matters relating to integrated personal financial planning.

Tom earned an M.S. in Financial Services from The American College, an M.A. in Education from The Southern Baptist Theological Seminary, and a B.A. in English Language and Literature from Columbus State University. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. Tom and his family reside in Kennesaw, Georgia. 

Andrew Browne
Atlanta, GA
Firm
Capstone Financial, LLC
Biography

Capstone Financial is the premier full-service financial services firm in the southeast committed to helping clients pursue their financial goals. They are a general agency of MassMutual Financial Group. The firm has had a relationship with MassMutual in the Atlanta area since 1886. MassMutual Financial Group® is comprised of member companies with over $500 billion in assets under management. MassMutual Financial Group® is a global, growth-oriented, diversified financial services organization providing life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, income management, and other financial products and services.

Capstone Financial offers access to a wide range of financial products and services to individuals and business owners. Andrew believes clients will be better able to identify their goals and make sound decisions to help reach them by providing sound financial information.

The firm was founded in Atlanta in 1866 and has been steadily growing ever since. In 2016, it is still their vision to help clients navigate the complexities of managing wealth. By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has experienced unprecedented growth and now includes offices in several locations (Atlanta, Albany, Valdosta, and Miami to name a few) and continues to deliver the same customized solutions now as they have since the start.

Laura Wellon
Atlanta, GA
Firm
Ubs Financial Services Inc.
Biography

Laura Wellon is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA. Laura graduated from the University of Georgia. She joined UBS in 2001 and now serves as a partner for the Wile Consulting Group. Laura works mostly with high net worth individuals and families. As the main point of contact for clients, Laura helps with all facets of a client's financial picture.

Laura and her team realize everyone's life situation is unique. Her team provides customization and service to each client and family. She serves as a Legacy Advisor for Children's Healthcare of Atlanta, is on the Board for Fellowship of Christian Athletes and serves on the leadership team for 4word.  Laura is married to Rob and they have four children.

Russ Thornton
CDFA™
Atlanta, GA
Firm
Wealthcare for Women
Fee Structure
Asset-based, Fixed Retainer
Biography

Russ Thornton joined Wealthcare in 2009 in order to be at the forefront of the revolution in financial planning, financial advice and wealth management — the Wealthcare Revolution. Russ believes in simple, highly effective wealth management strategies, and he is dedicated to helping his clients meet or exceed their unique goals with confidence and comfort. His 20+ years of experience delivering personal financial advice combined with his lifestyle approach to financial planning and wealth management helps his clients achieve comfort and confidence for the future while making the most of their lives today.

Russ graduated from Furman University in 1993 with a degree in Business and Computer Science. Prior to joining Wealthcare, Russ was a Wealth Management Advisor with Merrill Lynch for over 12 years. In 2006 he founded Thornton Wealth Management in order to fulfill his vision of truly personalized financial and wealth management services. He earned his Certified Divorce Financial Analyst™ (CDFA™) designation from the Institute for Divorce Financial Analysts™ in 2012.

Outside his wealth management practice, Russ serves as a trustee for the non-profit Georgia Eye Bank.

Harris Gignilliat
Atlanta, GA
Firm
UBS Financial Services Inc.
Biography

Harris Gignilliat is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA.

Harris is a partner of the Wile Consulting Group in Atlanta. He works in the UBS Institutional Consulting Group where he is a Senior Retirement Plan Consultant. Harris specializes in working with retirement plans, foundations, endowments and families. Harris works closely with both the Georgia and Alabama Dental Association, the Georgia Pharmacy Association, and PWC. He has been independently recognized by Barron's Magazine as one of the top Financial Advisors in the country and one of the top Institutional Consultants in the country.

Harris graduated from the University of Georgia and later earned his Certified Investment Management Analyst designation from the Wharton School of Business. Harris attained the Chartered Retirement Plans Specialist designation from the College for Financial Planning. Harris joined the Wile Group in 2000, specializing in qualified retirement plans. Harris works with organizations such as the Georgia Dental Association, Georgia Pharmacy Association, Alabama Dental Association and PricewaterhouseCoopers to provide financial benefits to members and employees.

As an adjunct instructor for Augusta University, he teaches financial courses to students and professors. He leads seminar at colleges, trade organizations and district meetings. Harris volunteers his time and resources to Habitat for Humanity, The Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta and the Leukemia/Lymphoma Society. Harris also serves on the Board of Governors for the Buckhead Club.

Kenny Baer
CFP®
Marietta, GA
Firm
Baer Wealth Management
Fee Structure
Fixed
Biography

Kenny Baer has nearly 15 years in the wealth management/financial planning fields, having joined Baer Wealth Management shortly after graduating from college. Kenny's work has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. He has previously hosted the weekly financial talk show The Baer Facts on Atlanta's Newstalk 1160 am, had a regularly scheduled segment on The Voice of the Arts 1690 am and has been a featured guest on Atlanta Business Today. In 2017, he published the e-book "One Shot" which can be read here.

Kenny provides the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth Management commitment to problem-solving. Kenny also oversees the development and implementation of clients' financial blueprints.

Kenny enjosy relishing his family, golfing with his father and brother, playing tennis and enjoying life to the fullest. Kenny loves the University of Georgia Football and can recite the score of most every game attended.

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