Athens, GA Financial Advisor Office

Athens

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Showing 14 advisors and reps

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Trey BeaversTrey grew up in Snellville, GA. After attending UGA he settled down in Watkinsville with his high school sweetheart, Katie, and wife of 9 years! They have 3 boys – Powell, Clayton, & Beau. Trey enjoys helping his clients establish a financial plan and encouraging people to live abundantly! He spends his free time with his family, cheering on the Dawgs, and enjoying the great outdoors.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Investment Strategies, Estate Planning, Business Risk Management, Business Succession Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Retirement Planning, Retirement Income Planning, Wealth Management

Languages: English

Location: Athens GA, 30601

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Nick Brannen

CFP®, CRPC®, ChFC®

Nick began his career in 2005 with a national investment firm and in 2008 decided to start his own financial planning practice with Northwestern Mutual in Athens Georgia. Nick enjoys helping business owners and families develop a financial plan so that they can get back to doing what they love. Nick and his team take pride in bringing integrity and care to the financial planning process.Visit my website

Expertise: Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Investment Strategies, Long Term Care Planning

Languages: English

Location: Athens GA, 30601

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Joshua CallicuttAs a Financial Advisor, I work with professional individuals, families, and business owners who are ready to take the next step to secure their futures. As a partner with Northwestern Mutual, we look to protect the financial positions currently in place, optimize finances for maximum efficiency, and grow wealth to meet goals by working together.Visit my website

Expertise: Financial Planning, Business Risk Management, Business Succession Planning, Retirement Planning

Languages: English

Location: Athens GA, 30601

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Reid Golden

CFP®, RICP®, PE, ChFC®

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Expertise: Financial Planning, Retirement Planning, Estate Planning, Business Risk Management, Business Succession Planning, Investment Strategies, Employee and Executive Benefits Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Athens GA, 30601

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Keon Hall-KearneyBorn in Baltimore,MD & raised in Grayson,GA, Keon personifies a unique blend of East Coast tenacity & Southern hospitality. As a seasoned representative, he understands the importance of trust & reliability when it comes to building your family’s legacy. His mission is to educate & empower his community by providing his clients with personalized strategies to help them live the life they deserve.Visit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Life Insurance Planning, Business Succession Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Risk Management, Business Continuation Planning

Languages: English

Location: Athens GA, 30601

CFP®, ChFC®

Expertise: Financial Planning, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Retirement Planning, Qualified Plan Employee Education, Disability Income Planning, Business Succession Planning, Business Risk Management

Languages: English

Location: Athens GA, 30601

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Molly Lee Visit my website

Languages: English

Location: Athens GA, 30601

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David Mackey

CFP®, CLU®, ChFC®, RICP®

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Expertise: Business Risk Management, Disability Income Planning, Education Funding, Estate Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning, Retirement Planning, Wealth Management

Languages: English

Location: Athens GA, 30601

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