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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
Wendy Bear (CRD# 3017196) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Conyers, GA and has over 23 years of experience in the finance industry.
Derwin Davis (CRD# 7288026) is an Investment Advisor Representative working at Oxford Financial Advisors, Inc. in Conyers, GA and has 1 year of experience in the finance industry. Derwin Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harold Lee (CRD# 7131874) is an Investment Advisor Representative working at Primerica Advisors in Conyers, GA and has over 4 years of experience in the finance industry.
Garland Morgan (CRD# 4528651) is an Investment Advisor Representative working at Primerica Advisors in Conyers, GA and has over 21 years of experience in the finance industry.
Christopher Sheridan (CRD# 7021485) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Conyers, GA and has 1 year of experience in the finance industry.
Mark Walters (CRD# 7302054) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Conyers, GA and has 1 year of experience in the finance industry.
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...
Robert E. Schultz III (Robby) (CRD# 5338514) is a Principal and Financial Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation....
Riley Stephenson (CRD# 5822473) is an Investment Advisor Representative working with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.