Atlanta, GA Financial Advisor Office

Atlanta

Find a financial advisor in our Atlanta office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here

Search for an advisor

REFINE:

Expertise

Certifications

Languages

Last Name

Locations

Showing 74 advisor(s) and rep(s)

FINRA BrokerCheck

Let's Connect

Marcus AlfordMarcus grew up in Watkinsville, GA and has been in the financial services industry ever since graduating from Morehouse College in 2015. He currently serves as an Army Officer in the Georgia National Guard, and lives in the Bethlehem area with his wife Camaryn, daughter Kennedy and sons MJ & Malachi . Marcus helps his clients develop comprehensive financial plans to meet their goals.Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Retirement Income Planning, Education Funding, Estate Planning, Employee and Executive Benefits Planning, Business Succession Planning

Languages: English

Location: Atlanta GA, 30339

CLU®, ChFC®

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Atlanta GA, 30327

FINRA BrokerCheck

Let's Connect

Celeste Barker Visit my website

Languages: English

Location: Atlanta GA, 30339

FINRA BrokerCheck

Let's Connect

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

FINRA BrokerCheck

Let's Connect

Zack BennettWe are financial educators who strive to bridge the gap between knowledge and the implementation of financial strategies in the approach to financial planning and security. We have a belief that no matter age, gender, race, or ethnicity creating a plan is the compass to achieving your heart’s desire, no matter how far off those dreams may seem.Visit my website

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

Languages: English

Location: Atlanta GA, 30339

FINRA BrokerCheck

Let's Connect

Cass Bowers Visit my website

Languages: English

Location: Atlanta GA, 30339

FINRA BrokerCheck

Let's Connect

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

FINRA BrokerCheck

Let's Connect

James Brooker

CFP®

We are located by the new Suntrust Park Stadium at 75/285.Visit my website

Expertise: Retirement Income Planning, Financial Planning, Investment Strategies, Estate Planning, Special Needs Planning, Life Insurance Planning, Business Risk Management

Languages: English

Location: Atlanta GA, 30339

FINRA BrokerCheck

Let's Connect

Michelle Bruno-BurtonI specialize in elevating minority business owners, diverse engineers & the LGBTQ+ community through strategic financial services that works to grow assets. Drawing from my hospitality background, I cultivate trust & offer tailored guidance as a relatable financial rep. Partnering with Northwestern Mutual, we make financial security accessible by crafting plans that empower you to thrive!Visit my website

Expertise: Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning

Languages: English

Location: Atlanta GA, 30339

FINRA BrokerCheck

Let's Connect

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

FINRA BrokerCheck

Northwestern Mutual

Find a financial advisor in our Atlanta office.

Directory for financial advisors and representatives

Get to know our leadership.