Our Atlanta office represents one of the region’s most substantial wealth management firms, with over 40 client-facing professionals. Offering a wide range of personalized wealth management capabilities, we focus on helping individuals and families manage transitions such as the sale of a business, divorce, death and the transfer of wealth. Our team has very little turnover and averages 20 years of industry experience.
Get in touch and put our experienced Atlanta based team to work on your behalf.
3290 Northside Parkway, NW, Suite 950
Atlanta, GA 30327
Mon - Fri: 8:30 AM-5:00 PM ET
Office Phone: (678) 916-9376
Check Verifications & Banking Inquiries:
Support for BNY Mellon Wealth Online:
Our Atlanta Team
Regional President – Southeast
National Director of Sales
Send us an email and we'll schedule a call that works for you.