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| Locations | Management Team | Advisory Board | Financial Advisors | Career Opportunities | Disclaimers |
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Wilson S. Hoyle, AIF National Sales Manager, Managing Director Industry experienced since 1994 Focus: Professional Athletes |
Jason F. Stanicek, AIF, ARPS Vice President, Financial Advisor Industry experienced since 2000 Focus: Corporate Retirement Plans |
John S. Martin, AIF Senior Vice President, Financial Advisor Industry experienced since 1991 Focus: Corporate Retirement Plans |
Michael Gray, CPA, PFS Vice President, Financial Advisor Industry experienced since 1981 Focus: Comprehensive Wealth Management for High Net Individuals and their Families |
James R. Talton III, AIF Senior Vice President, Financial Advisor Industry experienced since 1989 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Daniel A. Summerlin, CFA Vice President, Financial Advisor Industry experienced since 1995 Focus: High Net Worth Individuals and Affluent Families |
Johnny C. Garrett, Jr. AIF Senior Vice President, Financial Advisor Industry experienced since 1988 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Michael S. Pratico Vice President, Financial Advisor Industry experienced since 1989 Focus: Corporate Retirement Plan |
Mark T. Medlin, AIF Senior Vice President, Financial Advisor Industry experienced since 1989 Focus: Corporate Retirement Plans |
John S. Pullen, CFP Senior Vice President, Financial Advisor Industry experienced since 1979 Focus: High Net Worth Individuals and Affluent Families |
John W. Mangum Vice President, Financial Advisor Industry experienced since 1999 NFL Player: 1990–1998 Focus: Professional Athletes |
W. Traynor Reitmeier Vice President, Financial Advisor Industry experienced since 1998 Focus: High Net Worth Individuals, Professional Athletes and Affluent Families |
Todd L. Jones CFP, AIF, ARPS Vice President, Financial Advisor Industry experienced since 1997 Focus: Corporate Retirement Plans,Institutions, and Affluent Families |
Kyle L. Tucker. CFP Assistant Vice President, Financial Advisor Industry experienced since 2003 Focus: High Net Worth Individuals, Professional Athletes and Affluent Families |
Michael E. Hudson Senior Vice President, Financial Advisor Industry experienced since 1992 Focus: Corporate Retirement Plans |
Ellen D. Crowley Vice President, Financial Advisor Industry experienced since 1993 Focus: Professional Athletes and Affluent Families |
Kevin M. Monroe Assistant Vice President, Financial Advisor Industry experienced since 2000 Focus: Professional Athletes |
CHARLOTTE OFFICE Edwin A. Dalrymple, CIMA, AIF Managing Principal, Financial Advisor Industry experienced since 1981 Focus: Affluent Families |
G. Ric Mundorf, CFP, CEBS Assistant Vice President, Financial Advisor Industry experienced since 1972 Focus: Corporate Retirement Plans |
Linda M. Kerschner Senior Vice President, Financial Advisor Industry experienced since 1976 Focus: Corporate Retirement Plans |
ATLANTA OFFICE
Victor A. Bell, Jr. Senior Vice President, Financial Advisor Industry experienced since 1982 Focus: Institutions, Corporate Retirement Plans, Foundations, Endowments, Operating Assets |
R. Lee Barnett, ChFC Vice President, Financial Advisor Industry experienced since 1971 Focus: Retirement Plans, Foundations, Endowments, and Affluent Families |
Richmond G Bernhardt III, AIF Managing Principal, Financial Advisor Industry experienced since 1985 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
RICHMOND OFFICE Barry V. Schmitt Vice President, Financial Advisor Industry experienced since 1985 Focus: Corporate Retirement Plans |
Beryl W. Ball Vice President, Financial Advisor Industry experienced since 1982 Focus: Corporate Retirement Plans |
PHILADELPHIA OFFICE Rick Shoff Senior Vice President, Financial Advisor Industry experienced since 1983 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Scott Wertheim Vice President, Financial Advisor Industry experienced since 1996 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Paul H. Schaffer, AIF Assistant Vice President, Financial Advisor Industry experienced since 1984 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
BOSTON OFFICE David L. Liebrock Senior Vice President, Financial Advisor Industry experienced since 1985 Focus: Corporate Retirement Plans |
BIRMINGHAM OFFICE Pat Bills, AIF® Vice President, Financial Advisor Industry experience since 1978 Focus: Corporate Retirement Plans |
Paul Owen, AIF®, APR Vice President, Financial Advisor Industry experience since 2000 Focus: Corporate Retirement Plans |