Wealth Management

Wealth Management

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Bank of America Private Wealth/Private Bank
Bank of America Private Wealth/Private Bank
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3455 Peachtree Road NE, 16th Fl
GA7-024-16-02
Atlanta, GA 30326
Nicolle LandressNicolle Landress
Work Phone: 404-607-5911404-607-5911
Member Since 2017
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Excelis Capital Partners
Excelis Capital Partners
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6555 Sugarloaf Pkwy Ste 307-222
Duluth, GA 30097
Eunicia PeretEunicia Peret
Work Phone: 404-593-3445404-593-3445
866-407-7927866-407-7927
Member Since 2022
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Ameriprise Financial-Suwanee
Ameriprise Financial-Suwanee
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350 Town Center Avenue
Suite 300
Suwanee, GA 30024
Work Phone: (678) 714-2036(678) 714-2036
Member Since 2008
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Fordham Financial Services, Inc.
Fordham Financial Services, Inc.
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3100 Five Forks Trickum Road
Suite 701
Lilburn, GA 30047
Robert Fordham, CFP, CPA, MBARobert Fordham, CFP, CPA, MBA
Work Phone: (770) 736-6854(770) 736-6854
Member Since 2000
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Smith + Howard Wealth Management
Smith + Howard Wealth Management
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271 17th Street, Northwest
Suite 2100
Atlanta, GA 30363
Marvin WillisMarvin Willis
Work Phone: (404) 874-6244(404) 874-6244
Member Since 2016
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Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC
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2055 Sugarloaf Circle, STE 200
Duluth, GA 30097
Work Phone: (770) 985-5473(770) 985-5473
Member Since 2001
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