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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brett Wilson (CRD# 5763465) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 14 years of experience in the finance industry.
Kristen Wilson (CRD# 4617591) is an Investment Advisor Representative working at Independent Financial Group, LLC in Martinez, GA and has over 5 years of experience in the finance industry.
Heather Winner (CRD# 4656398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Evans, GA and has over 19 years of experience in the finance industry.
Silke Wolf (CRD# 6661392) is an Investment Advisor Representative working at Primerica Advisors in Hephzibah, GA and has over 7 years of experience in the finance industry.
Robert Wynn (CRD# 5968336) is an Investment Advisor Representative working at Wynn Capital in Augusta, GA and has over 12 years of experience in the finance industry.
Susan Yaeger (CRD# 5065119) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 14 years of experience in the finance industry.
Bennett Yort (CRD# 2482785) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 30 years of experience in the finance industry.
William Zealy (CRD# 1246914) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 31 years of experience in the finance industry.
Patrick Douglas (CRD# 1574804) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, GA and has over 37 years of experience in the finance industry.
Why do clients like our approach? We start with questions instead of answers, including:
• What matters most to you?
• What experiences do you seek, or wish to avoid?
• What stands between where you are and the life you want to live?
• Does your retirement income plan account for changing tax brackets?
• Do you want an advisor who knows you and the markets?
As we get to know you, we apply our Confident Retirement® approach to address four key areas to help you enjoy a more confident life – in Augusta or across the country. This deep knowledge of our clients, and our unconditionally guaranteed...