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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
Amy Jackson (CRD# 7085951) is an Investment Advisor Representative working at Chamberlain Financial Advisors, Inc. in Decatur, GA and has 1 year of experience in the finance industry.
Amy Mawson (CRD# 7136326) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 4 years of experience in the finance industry.
Rosanna Neil (CRD# 7467593) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry. Rosanna Neil 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.
Judith Taylor (CRD# 6588069) is an Investment Advisor Representative working at Primerica Advisors in Decatur, GA and has over 4 years of experience in the finance industry.
Santoria Texidor (CRD# 7566006) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Decatur, GA and has 1 year of experience in the finance industry.
Tina Tyson (CRD# 6113868) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry.
Sarah Wylde (CRD# 7095102) is an Investment Advisor Representative working at Ferguson Shapiro LLC in Decatur, GA and has over 3 years of experience in the finance industry. Sarah Wylde 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.
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.