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.

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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.

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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