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Certified Financial Planners in Georgia

Certified Financial Planners in Augusta, GA

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11 results found

Bill Mccartney Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Fiduciary • Attorney At Law • Law Specialist • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Senior Trust & Fiduciary Specialist at Wells Fargo Private Bank, Attorney at Law at William W....
Title:
Wealth Advisor at Regions Wealth Management
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank - Greater Georgia (Augusta, Savannah, Athens)Senior Trust & Fiduciary Specialistsince Jul 2010William W. McCartney, Jr. Attorney at Law Attorney at Lawsince Nov 2002
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Scott Fitzgerald Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Strategic Financial Management
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
Strategic Financial Management CFPJones, Jones, Davis and Associates CPAJan 1996 - May 1999
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Cody Jones Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Data Entry Specialist • Data Scientist • Chief Administrative Officer • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Student Worker

Experience & Education

Position:
Intern at First Command Financial Planning, Robin L Jones CFP
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
First Command Financial Planning, Robin L Jones CFP Internsince Jun 2006TakoSushi ServerDec 2006 - May 2008
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Kelly Renner Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Cutter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Technicians • Automotive Professional

Experience & Education

Position:
Owner/ Certified Financial Planner(tm) at Life Strategies Financial Partners
Title:
Owner at Life Strategies Financial Partners
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
Life Strategies Financial Partners Owner/ Certified Financial Planner(tm)since Oct 2010Renner Financial CFP(r)Aug 2001 - Oct 2010
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Courtney Bodie Augusta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Supporting Member • Team Member • Student Lawyer • Paralegal • Courier • Juris Doctor • Bachelor of Business Administration • Government Administration Professional • Student Worker • Financial Manager • Community Service Manager

Experience & Education

Position:
Associate at Moses Law Group, LLC
Title:
Associate Attorney at Moses Law Group, LLC
Location:
Augusta, Georgia Area
Industry:
Law Practice
Work history:
Moses Law Group, LLC - Augusta, Georgia AreaAssociatesince Jul 2012Georgia Legal Services Program - Macon, Georgia AreaLaw ClerkSep 2011 - May 2012
Skills:
Legal Research, Mediation, Litigation
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Jeff Fehrman Augusta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President & Owner at Fehrman Investment Group, Financial Advisor at Raymond James Financial...
Title:
President & Owner at Fehrman Investment Group, Inc. An Independent Firm
Location:
Augusta, Georgia
Industry:
Investment Management
Work history:
Fehrman Investment Group - 2908 Professional Pkwy Augusta, Ga 30907President & Ownersince Jul 2009Raymond James Financial Services, Inc. Financial Advisorsince Jul 2009
Certified Financial Planner,CFP,
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Daniel Burroughs Augusta, GA

Professions & Specialties

Law Specialist • Lawyers • Managing Member • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Attorney/Managing Member at Burroughs Elijah, LLC
Location:
Augusta, Georgia
Industry:
Law Practice
Work history:
Burroughs Elijah, LLC - 922 Stevens Creek Road, Suite JAttorney/Managing Membersince Dec 2012Rhodes Law Firm, P.C. - Augusta, GeorgaAssociateJul 2011 - Dec 2012
Skills:
Estate Planning, Probate, Long Term Care Planning, VA Improved Pension, Wills, Revocable Trusts,...
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David Mcdaniel Augusta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Vice President ~ Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor with Morgan Stanley Wealth Management
Location:
Augusta, Georgia
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Augusta, Georgia AreaVice President ~ Financial Advisorsince Jun 2011Merrill Lynch - Augusta, Georgia Area, United StatesWealth Management AdvisorJan 1992 - Jun 2011
Certifications:
CERTIFIED FINANCIAL PLANNER(tm), Certified Financial Planner Board of Standards, Inc.
Full Profile

Robin Jones Augusta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Advisor

Experience & Education

Position:
Financial Advisor, Principal and District Advisor at First Command Financial Services, Inc.
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
First Command Financial Services, Inc. Financial Advisor, Principal and District Advisorsince Apr 1998
Certifications:
Certified Financial Planner, CFP Board of Standards
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Troy Breitmann Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Operations Manager • Management Team Executive • Financial Manager • Bachelor of Science • Master of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Vice President - Trust Officer at Queensborough National Bank & Trust Co.
Location:
Augusta, Georgia Area
Industry:
Banking
Work history:
Queensborough National Bank & Trust Co. Vice President - Trust Officersince Dec 2009University Health Care Foundation Chief Development OfficerAug 2003 - Nov 2009
Skills:
wealth replacement & life income gift planning
Full Profile

Jerry Rogers Augusta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Information Technology Specialist • IT Specialist • Publishing Professional

Experience & Education

Position:
Vice President at GB&T Financial
Location:
Augusta, Georgia Area
Industry:
Financial Services
Work history:
GB&T Financial Vice Presidentsince 2005Rotary International Member1986 - 2012
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Certified Financial Planners near Augusta, GA0123AikenEvansGreenwood


Certified Financial Planners around Augusta, GA

Aiken  (3)
Evans  (2)
Greenwood  (1)

Certified Financial Planners in Georgia

Sub-specializations