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Estate Planners in Georgia

Estate Planners in Atlanta, GA

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Here is a complete list of nearly all available Estate Planners in Atlanta, GA.

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53 results found

Roy Cranman Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Planner • Corporate Executive • Bachelor of Business Administration • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Vice President at Capitas Financial
Title:
Sales Vice President at Capitas Distributors Inc.
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Capitas Financial - Atlanta, GASales Vice Presidentsince Sep 2011Highland Capital Brokerage Sales Vice PresidentAug 2010 - Sep 2011
Full Profile

Martin Aronson Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Estate Planner at Albertson Financial
Title:
at
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Albertson Financial Estate Plannersince May 2010Heritage Financial Atlanta GA Estate PlannerNov 1990 - Mar 2010
Full Profile

Kay Bardele Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Estate Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Executive Administrative Assistant • Office Assistant • Administrative Associate • Planner • Office Clerk • Clerical Specialist • Administrative Clerk • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Chief Administrative Officer • Chief Executive • Financial Manager • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Advertising Professional • Advertising Sales Agent • Secretary

Experience & Education

Title:
Executive Administrative Assistant
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ashworth & Sullivan Wealth Management Group, LLC Executive Admin Asst/Office MgrMay 2007 - Apr 2009Ashworth & Sullivan Wealth Management Group, LLC Office Manager/Senior Administrative AssistantMay 2007 - Apr 2009
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Martin Aronson Atlanta, GA

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Albertson Financial
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Albertson Financial Senior Financial Advisorsince Feb 2010Legacy Trust & Estate Senior Estate PlannerNov 2001 - Jun 2010
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Bill Giddens Atlanta, GA

Professions & Specialties

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

Experience & Education

Title:
Estate Planner, The Strategic Planning Group
Location:
Greater Atlanta Area
Industry:
Financial Services
Full Profile

Martin Aronson Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Senior Estate Planner at Legacy Trust & Estate
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Legacy Trust & Estate Senior Estate Planner
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Frank Kelly Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Estate Planner at Albertson Financial
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Albertson Financial Estate Planner
Full Profile

Helen Rice Atlanta, GA

Professions & Specialties

Banker • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Commissioner • Of Counsel • Jurist • Legal Counsel • Mediator • Business Administrator • Security • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Arts • Government Administration Professional • Operations Manager • Financial Manager • Community Service Manager

Experience & Education

Position:
Attorney at Law Office of Helen F. Rice, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Law Office of Helen F. Rice, LLC Attorneysince 2012Robinson & Miller, P.C. AttorneyMar 2010 - Apr 2013
Full Profile

Chris Dorton Atlanta, GA

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Speaker • Spokesperson • Representative • Presenter • Account Manager • Team Leader • Operations Manager • Financial Manager • Managers • Sports Trainer • Sports Trainers • Bachelor of Science • Psychology Specialist

Experience & Education

Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Chris Dorton Private Wealth Services (Pro Bono) Chris Dorton Comprehensive Wealth Planning Services (Pro Bono) in DFW AreaAug 2009 - Aug 2010Wells Fargo Private Bank - (Wealth Management Group) Wealth Management Specialist- (Customized Wealth Management Services for Private Bank Clients)Jan 2004 - Jul 2009
Skills:
Advanced Insurance Concepts Comprehensive Wealth Planning/Strategies Concentrated Position...
Full Profile

Gregory Jacobs Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Corporate Executive • Vice President • Tax Accountant

Experience & Education

Company:
Jacobs & King LLC
Address:
1117 Perimeter Center West Suite W501, Atlanta, GA 30338 - Property Information
Phone:
(404) 920-4490 (Office)
Address:
1117 Perimeter Center West, Ste W-501, Atlanta, GA 30338 - Property Information
Phone:
(404) 920-4490 (Office)
Specialties:
Estate Planning - 40%
Business - 20%
Licenses:
Florida - Member in Good Standing     1992
Georgia - Active Member in Good Standing     1992
Experience:
Owner and Estate Planner at Jacobs Estate Planning     2010-present
Owner at Jacobs Law Group, PC     2005-2010
School:
University of Florida     1992
Degree:
Law with honors - Law
School:
University of Florida     1989
Degree:
BS - Bachelor of Science with Honors - Accounting
Languages:
English
Associations:
Greg is a member of the Georgia State Bar Association, the Florida Bar, the American Bar Association and the Atlanta Bar Association.

Greg Jacobs is currently a partner in the law firm of Jacobs King LLC. Gregs area of emphasis is...

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Derek Page Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Recognition • Counselor • Senior Vice President • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Non-Profit • Managers • Operations Manager • Master of Business Administration • Articled Clerk • Trust Law Attorney • Lawyers • Entertainer

Experience & Education

Position:
Senior Vice President & Wealth Advisor at Wells Fargo
Title:
SVP & Wealth Advisor at The Private Bank at Wells Fargo
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Senior Vice President & Wealth Advisorsince Apr 2010Bank of America Senior Vice President & Private Client Advisor at US Trust2000 - Apr 2010
Skills:
Wealth Management, Investments, Estate Planning, Wealth Transfer, Trust Services, Financial...
Estate Planner Legal Network
Full Profile

Loraine Disalvo Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Chairperson • Chief Executive • Business Development Manager • Financial Officer • Financial Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Morgan & DiSalvo, P.C., Chair at Estate Planning & Probate Section - Atlanta...
Title:
Attorney - Wills & estate planning, probate, estate & trust administration & disputes, & estate, gift & GST tax issues
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Morgan & DiSalvo, P.C. Attorneysince Sep 1997Estate Planning & Probate Section - Atlanta Bar Association Chairsince Jun 2012
Skills:
Collaborative Dispute Resolution, Wills, Probate, Estate Administration, Powers of Attorney,...
Full Profile

Tobias Mendelson Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Master of Accounting • Executive Vice President • Vice President • Chief Executive • Bachelor of Science • Director • Operations Manager • Financial Manager • Sales Manager • Attorney At Law • Law Specialist • Lawyers • Business Administrator • Philanthrope • Non-Profit • Organization Management • Advisor • Sales Executive • Reviewer • Controlling Specialist • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Graduate Student Master of Accounting (MAcc) at Kennesaw State University, Coles College of Business
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
Kennesaw State University, Coles College of Business Graduate Student Master of Accounting (MAcc)since Jan 2010Safe America Foundation Chief of Staff and CounselMay 2009 - Nov 2009
Skills:
Chartered Trust and Estate Planner CTEP, Master Financial Professional MFP
Full Profile

Carolina Gomez Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Marketing Director • Owner • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Customer Service • Client Service Officer • Program Director • Manager • Operations Manager • Region Manager • Financial Manager • Web Marketer • Senior Online Leader • Internet Marketing Manager • Sales Representative • Counselor • Supervisor • Area Manager • Managers • Advisor • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • SalesForce Administrator • Database Administration Professional • Database Administrator • Bachelor of Science

Experience & Education

Position:
Director of Marketing at Hoffman & Associates, LLC
Location:
Atlanta, Georgia
Industry:
Legal Services
Work history:
Hoffman & Associates, LLC Director of Marketingsince Feb 2012Signarama Lawrenceville - 396-D West Pike St., Lawrenceville, GA 30046OwnerApr 2009 - Jun 2011
Languages:
Spanish
Full Profile

Bryan Babcock Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Instructor • Pedagogue • Government Administration Professional • Community Service Manager • Financial Manager

Experience & Education

Position:
Attorney (Estate Tax) at Internal Revenue Service
Title:
Estate Tax Attorney
Location:
Greater Atlanta Area
Industry:
Government Administration
Work history:
Internal Revenue Service - Greater Atlanta AreaAttorney (Estate Tax)since Jul 2009
Skills:
Estate Planning, Estate Tax Planning, Trusts, Wills, Legal Writing, Legal Research, Litigation,...
Estate Planner Legal Network
Full Profile

C Cea Atlanta, GA

Professions & Specialties

Managing Partner • Business Development Manager • Partner • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
Managing Partner at PCWA, LLC Business Development Officer at Churchill and Associates, LLC Offshore Fund Development/ Asset Protection at Parente Capital Wealth Advisors see less...
Location:
Greater Atlanta Area
Industry:
Real Estate
CERTIFIED ESTATE PLANNER
Full Profile

Ian Fisher Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Lawyers • Non-Profit • Juris Doctor • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Editing Professional • Writing and Editing Professional • Writer and Editor • Reporter • Financial Manager

Experience & Education

Position:
Associate at Hoffman & Associates, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Hoffman & Associates, LLC - Greater Atlanta AreaAssociatesince 2011UF Law Communications Office WriterJul 2008 - May 2010
Full Profile

Vince Lambright Atlanta, GA

Professions & Specialties

Lending Officer • Loan Specialist • Loan Officers • Capital Markets Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Project Managers • Chief Executive • Security • Advisor • Skilled Professional • Sports Trainer • Sports Trainers • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science

Experience & Education

Position:
S.E. Regional Manager for Banking & Financial Services at Solomon Edwards Group
Title:
S.E. Regional Manager for Banking & Financial Services
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Solomon Edwards Group - Five Concourse Parkway, Suite 1450 Atlanta, Ga. 30328S.E. Regional Manager for Banking & Financial Servicessince Sep 2008Imperial Capital Bancorp, Inc. and Imperial Capital Bank Senior Lending Officer for SE RegionSep 2007 - Sep 2008
..license,Series 65,while working as an estate planner in South Florida
Full Profile

Stephen Scriber Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Associate Attorney • Lawyers • Supporting Member • Team Member • Advocate • Paralegal • Judicial Law Clerk • Jurist • Legal Counsel • Non-Profit • Managers • Special Education Professional • Special Education Professors • Juris Doctor • Financial Manager

Experience & Education

Position:
Managing Attorney at The Law Office of Stephen M. Scriber
Title:
Wills, Trusts, and Estate Planning Attorney
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
The Law Office of Stephen M. Scriber Managing Attorneysince Apr 2012Hartman Private Law, LLC - Greater Atlanta AreaAssociate AttorneyAug 2011 - Mar 2012
Skills:
Wills, Powers of Attorney, Living Wills, Living Trusts, Deeds, Legal Documents, Estate Planning,...
Full Profile

Peter Miralles Atlanta, GA

Professions & Specialties

Financial Consultant • Estate Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Representative • Instructor • Pedagogue • Financial Manager • Marketing Manager • Advisor • Analysts • School Principal • School Administrator • Educational Manager • Computer Network Professional • Network Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Financial Analyst

Experience & Education

Position:
President at Atlanta Wealth Consultants, LLC, Certified Instructor - Financial Educators Network at ...
Title:
President Atlanta Wealth Consultants. Investment Advisory Representative
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Atlanta Wealth Consultants, LLC Presidentsince Jul 2007Georgia Financial Educators - Greater Atlanta AreaCertified Instructor - Financial Educators Networksince Jun 2007
Skills:
Certified Financial Planner, Certified Investment Management Analyst, Portfolio Management,...
Full Profile

Aleece Ackerman Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Real Estate Attorney • Real Estate Attorneys • Advisor • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Higher Education Professional • School Administrator • Educational Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial...
Title:
Estate Planning, Corporate, and Real Estate Attorney at Jade Law Offices
Location:
Greater Atlanta Area
Industry:
Legal Services
Work history:
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division - Johns Creek, GeorgiaInvestment Advisor Representativesince Feb 2011Jade Law Offices - Johns Creek, GeorgiaEstate Planning, Corporate, and Real Estate Attorneysince Aug 2010
Skills:
Estate Planning, Real Estate, Wills, Financial Planning, Trusts, Strategic Financial Planning,...
Full Profile

Michael Goode Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Advisor • Master of Science • Bachelor of Arts • Financial Manager

Experience & Education

Position:
Attorney at Gregory, Doyle, Calhoun & Rogers, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Gregory, Doyle, Calhoun & Rogers, LLC - Greater Atlanta AreaAttorneysince Dec 2010
Skills:
Wills, Corporate Law, Probate, Estate Planning, Asset Protection, LLC, Tax, Trusts, Tax Law,...
Certifications:
Certified Wealth Preservation Planner, The Wealth Preservation Institute
Estate Planner Legal Network
Full Profile

Joseph Nagel Atlanta, GA

Professions & Specialties

Partner • Chief Executive • Law Specialist • Lawyers • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Partner at Hoffman & Associates, Attorneys-at-Law, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Hoffman & Associates, Attorneys-at-Law, LLC - Atlanta, GeorgiaPartnersince Nov 2007Hoffman & Associates, Attorneys-at-Law, LLC - Atlanta, GeorgiaAssociateNov 2000 - Dec 2006
Estate Planner Legal Network
Full Profile

Nic Yeomans Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager

Experience & Education

Position:
Private Wealth Advisor, and OSJ Branch Manager at Yeomans Consulting Group, Inc
Title:
Private Wealth Advisor, CFP, OSJ, RFC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Yeomans Consulting Group, Inc Private Wealth Advisor, and OSJ Branch Managersince May 2002SYNERGY-Corporate Connections Networking2008 - 2010
Estate Planner Legal Network
Full Profile

Drew Ward Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Advisor • Representative • Financial Manager • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Education • Sales Representative

Experience & Education

Position:
Life Brokerage Advisor at National Insurance Brokerage
Title:
Life Insurance and DI Brokerage Manager @ National Insurance Brokerage
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
National Insurance Brokerage Life Brokerage Advisorsince Oct 2009Northwestern Mutual Life Financial RepresentativeNov 2008 - Oct 2009
Estate Planner Legal Network
Full Profile

David Watson Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager • Tax Consultant • Tax Accountant • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Attorney at Gomel, Davis & Watson, LLP
Title:
Attorney
Location:
Greater Atlanta Area
Industry:
Legal Services
Work history:
Gomel, Davis & Watson, LLP - Greater Atlanta AreaAttorneysince May 2007Section Board - Atlanta Bar Estate Planning & Probate Section Member (Past Chair)2003 - May 2012
Skills:
Probate, Succession Planning, Estate Tax Planning, Tax, Asset Protection, Trusts, Estate Planning
Full Profile

David Hall Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Vice President • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Position:
Executive VP at CareMaster Medical Services
Title:
CareMaster Medical Services
Location:
Greater Atlanta Area
Industry:
Hospital & Health Care
Work history:
CareMaster Medical Services Executive VPsince Jun 1995CareMaster Medical Services VP1995 - 2011
Skills:
Wound Care, Traumatic Brain Injury, Home Infusion, Injury, Workers Compensation, Healthcare, Home...
Estate Planner Legal Network
Full Profile

Bob Greenberger Atlanta, GA

Professions & Specialties

Estate Planner • Financial Specialist • Financial Services Professional • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Partner • Chief Executive • Senior Manager • Business Development Manager • Operations Manager • Financial Manager • Author • Tax Preparer • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Partner at HA&W
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
HA&W - Greater Atlanta AreaPartnersince Oct 2008Tauber & Balser, P.C. ShareholderDec 1995 - Oct 2008
Skills:
Captive Insurance Company consultant, Tax Reduction Strategies for Business and Individuals, Author ...
Certifications:
Certified Public Accountant, Georgia
Accredited Estate Planner, Georgia
Full Profile

Tom Raines Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Title:
Attorney at Thomas E. Raines, PC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Thomas E. Raines, PC Principal1993 - 2011Bauer, Deitch & Raines, PC Shareholder1977 - 1993
Skills:
Wills, Trusts, Tax, Negotiating Contracts, Probate, Mergers, LLC, Corporate Law, Contract Negotiation
Estate Planner Legal Network
Full Profile

Patricia Elrod-hill Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Community Service Manager • Independent Contractor • Contractor • Government Administration Professional • Property Manager • Real Estate Manager • Independent Business Owners

Experience & Education

Position:
Owner at The Elrod-Hill Law Firm, LLC
Title:
Owner, The Elrod-Hill Law Firm, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
The Elrod-Hill Law Firm, LLC Ownersince 2003Department of Veterans Affairs Staff Attorney1990 - 2002
Skills:
Estate Planning
Certifications:
CELA, Certified as an Elder Law Attorney by the National Elder Law Foundation
Estate Planner Legal Network
Full Profile

Todd Oliver Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Logistics Supply Chain Professional • Logistician • Advisor • Sales Manager • Sales Director • Director of Operations • Director • Financial Manager • Operations Manager • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
East Regional Sales Manager at iTRAK Corporation, Regional Sales Manager at iTRAK Corporation
Title:
Regional Sales Manager at iTRAK Corporation
Location:
Greater Atlanta Area
Industry:
Logistics and Supply Chain
Work history:
ITRAK Corporation East Regional Sales Managersince Jun 2006ITRAK Corporation Regional Sales Managersince May 2006
Estate Planner at Senior Strategies
Full Profile

Ryan Coker Atlanta, GA

Professions & Specialties

Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Executive Compensation • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Retirement Planning Specialist/Principal at Veracor, Executive Benefits Expert/Owner at...
Title:
Owner of DeferralShield LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Veracor - Atlanta, GARetirement Planning Specialist/Principalsince Dec 1994DeferralShield LLC - Atlanta, GAExecutive Benefits Expert/Ownersince 2009
Certifications:
Chartered Life Underwriter, The American College
Chartered Financial Consultant, The American College
Accredited Estate Planner
Full Profile

James Parker Atlanta, GA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Recruitment • Entertainer

Experience & Education

Position:
Wealth Management at Parker Wealth Management
Title:
Insurance Specialist at State Farm Insurance
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Parker Wealth Management Wealth Managementsince Oct 2008Wachovia Licensed Financial SpecialistApr 2004 - Mar 2008
Estate Planner Legal Network
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Cynthia Slick Atlanta, GA

Professions & Specialties

Legal Counseling Officer • Paralegal • Litigation Support Specialist • Jurist • Legal Counsel • Subject Matter Expert • Guide • Skilled Professional • Tour Guide • Operations Manager

Experience & Education

Title:
Legal Services Professional
Location:
Greater Atlanta Area
Industry:
Legal Services
Work history:
Wm. Page & Associates, Inc. ParalegalMar 2008 - Oct 2008
Estate Planner Legal Network
Full Profile

Erica Opitz Atlanta, GA

Professions & Specialties

Summer Associate • Paralegal • Representative • Supporting Member • Construction • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Attorney at Chamberlain Hrdlicka
Title:
Attorney at Chamberlain Hrdlicka White Williams & Aughtry
Location:
Atlanta, Georgia
Industry:
Legal Services
Work history:
Chamberlain Hrdlicka Attorneysince Sep 2010Chamberlain Hrdlicka Summer AssociateMay 2009 - Aug 2009
Skills:
Mergers, Business Acquisition, Small Business Law, Corporate Law, Legal Writing, Small Business,...
Estate Planner Legal Network
Full Profile

Davis Nelson Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Financial Manager • Juris Doctor • Bachelor of Arts • Air Transportation Worker • Non-Profit

Experience & Education

Position:
Owner at Law Offices of Davis W. Nelson
Title:
Owner, Law Offices of Davis W. Nelson
Location:
Greater Atlanta Area
Industry:
Legal Services
Work history:
Law Offices of Davis W. Nelson Ownersince May 1995Robert Morris University - Greater Pittsburgh AreaAdjunct Professor1980 - 2004
Skills:
Estate Planning, Elder Law, Accredited Veteran's Administration Attorney, Published Author, Powers...
Full Profile

Larry Price Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Appraiser • Accounting Bookkeeper • Bookkeeper • Estimator • Financial Analyst • Financial Manager • Real Estate Manager

Experience & Education

Position:
Owner at Price Appraisal Service
Title:
Price Appraisal Service -Certified Home, Estate, Divorce and Tax Litigation Support
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Price Appraisal Service Ownersince Feb 1993Decatur Federal Staff AppraiserApr 1987 - Feb 1993
Estate Planner Legal Network
Full Profile

Ken Hilton Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Arbitrator • General Counsel • Law Specialist • Referee • Judge • Of Counsel • Jurist • Legal Counsel • Lawyers • Secretary • Chairperson • Chief Executive • Psychology Specialist • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Public Arbitrator at Financial Industry Regulatory Authority, Attorney at Alston & Bird, LLP,...
Title:
Public Arbitration at Financial Industry Regulatory Authority
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Financial Industry Regulatory Authority - Southeast, USAPublic Arbitratorsince Nov 2010Alston & Bird, LLP Attorneysince Feb 2007
Estate Planner Legal Network
Full Profile

Shaun Crawley Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Title:
Financial Advisor at Delta Community Retirment & Investment Services located at Delta Community Credit Union
Location:
Greater Atlanta Area
Industry:
Financial Services
Senior Estate Planner at Legacy Trust & Estate
Full Profile

Gregory Frassrand Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Supporting Member • Team Member • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Partner at Gregory M. Frassrand, LLC
Title:
Transactional Attorney
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Gregory M. Frassrand, LLC - Alpharetta, GeorgiaPartnersince Jul 2010Thompson O'Brien Kemp Nasuti, P.C. - Norcross, GeorgiaSharehlderApr 2006 - Jul 2010
Estate Planner Legal Network
Full Profile

John Endriss Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Director • Information Technology Systems Director • Operations Manager • Financial Manager • Information Technology Coordinator • Account Manager • IT Manager • Chief Executive • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Director of Advanced Markets at NLEC
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
NLEC - Greater Atlanta AreaDirector of Advanced Marketssince Apr 2005BISYS - Greater Atlanta AreaSunTrust Securities Account ManagerApr 2003 - Apr 2005
Certifications:
Certified Financial Planner
Certified Estate Planner
Full Profile

Loren Simmons Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Law Specialist • Paralegal • Litigation Support Specialist • Lawyers • Bachelor of Arts • Deputy Director • Deputy Manager • Chief Executive • Financial Manager • Operations Manager • Organization Management • Managers

Experience & Education

Title:
Juris Doctor
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
The Ohio State University Moritz College of Law - Columbus, Ohio AreaLaw StudentAug 2009 - Dec 2012MALDEF ParalegalNov 2007 - May 2009
Skills:
Legal Research, Research, Legal Writing, Editing, Public Policy, Teaching, Public Speaking,...
Languages:
Spanish, French
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Alexander Kahn Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Team Member

Experience & Education

Position:
Partner at The Law Office of Alexander E. Kahn, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
The Law Office of Alexander E. Kahn, LLC Partnersince Oct 2009Moore Colson Partner - Estate and Financial StrategiesDec 2004 - Jan 2010
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Alexander Kahn Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Team Member

Experience & Education

Position:
Partner at The Law Office of Alexander E. Kahn, LLC
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
The Law Office of Alexander E. Kahn, LLC Partnersince Oct 2009Moore Colson Partner - Estate and Financial StrategiesDec 2004 - Jan 2010
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Barbara Gilbreath Atlanta, GA

Professions & Specialties

Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Financial Manager

Experience & Education

Position:
Principal Attorney at Gilbreath Estate Planning
Title:
Attorney at The Gilbreath Firm, P.C.
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Gilbreath Estate Planning Principal Attorneysince Mar 2010The Coca-Cola Company Director, Global Employee BenefitsJan 1992 - Feb 2008
Estate Planner Legal Network
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Barbara Gilbreath Atlanta, GA

Professions & Specialties

Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Financial Manager

Experience & Education

Position:
Principal Attorney at Gilbreath Estate Planning
Title:
Attorney at The Gilbreath Firm, P.C.
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Gilbreath Estate Planning Principal Attorneysince Mar 2010The Coca-Cola Company Director, Global Employee BenefitsJan 1992 - Feb 2008
Estate Planner Legal Network
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Gary Chapman Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Pilot • Air Transportation Worker • Juris Doctor • Lawyers • Financial Manager

Experience & Education

Position:
Pilot at UAL
Location:
Greater Atlanta Area
Industry:
Airlines/Aviation
Work history:
UAL Pilotsince 1992Gary H. Chapman,Attorney at Law Attorney1997 - 2013
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Robert Bonner Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Owner at Symphony Wealth & Asset Growth Group
Title:
Owner, Symphony Wealth & Asset Growth Group
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Symphony Wealth & Asset Growth Group Owner
estate planner
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Justin Pipon Atlanta, GA

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Account Manager-Market Development at The Lifeline Program
Title:
Senior Account Manager-Market Development @ The Lifeline Program
Location:
Greater Atlanta Area
Industry:
Investment Banking
Work history:
The Lifeline Program - Atlanta GeorgiaSenior Account Manager-Market Developmentsince Aug 2004
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C. Saylor Atlanta, GA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Partner • Board Member • Treasurer • Chairperson • Director • Operations Manager • Financial Manager • Management Team Executive • Financial Officer • Medical Practice Professional • Medical Practitioner • Guide • Tour Guide • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
The Saylor Law Firm LLP
1175 Peachtree Street, N.e., Atlanta, GA 30361
Phone:
(404) 892-4007 (Phone), (404) 892-2400 (Fax)
Specialties:
Wills, Trusts and Estates
ISLN:
904018088
Admitted:
1978, Pennsylvania, 1982, Georgia
Military:
Former Lt., Supply Corps, U.S. Navy
Biography:
Georgia Trend's Legal Elite, 2008, 2009, 2010, 2011, The Best Lawyers in Taxes, Estates & Trusts...
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