A Financial Planner’s Guide to Roth...
Financial Advisors in Atlanta
Atlanta
With experience spanning retirement planning, investments, risk management, estate planning, taxes, and more, the EP Wealth team in Atlanta's office creates customized financial plans aimed at helping families and entrepreneurs in the Metro area, manage, and preserve wealth. We combine guidance with understanding of what matters most to you. Contact us today to start building your financial future.
CLIENT SUPPORT TEAM
Jennifer Schmidt
Client Relationship Manager
Amy McCollum
Senior Client Relationship Associate
Jacqueline Wilson
Senior Client Relationship Associate
Jan Freeman
Senior Client Relationship Associate
Jean Pursley
Client Relationship Associate
Jeff Davenport, CFA®
Portfolio Manager
Contact Our Atlanta Financial Advisors
Our Atlanta office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Atlanta, Georgia 30309
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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