Principal

After a successful seventeen-year career with a Fortune 500 company, Kevin became an independent financial advisor. He...

Principal

Jeff has enjoyed working in the Financial and Insurance industry since 1991. He graduated from the University of Georgia...

Financial Advisor

A strong service-orientation is what distinguishes Greg and characterizes his long career in financial services. He...

Financial Associate

As a graduate of the University at Buffalo, Jennifer began her career as a financial planner, where she developed a deep...

Office Manager

Athena brings over 29 years of experience in the financial planning industry to the Advisory South team and is also a...

Client Services Manager

In the fast-moving world of financial services, organization and accuracy is critically important. Kathy’s primary role...

Client Support Coordinator

Amy has had a long fascination with money and the markets. She witnessed, first-hand, the financial hardships her...