About Our Atlanta Office
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.
Want to talk to someone from our Atlanta office?
Get in touch and put our experienced Atlanta based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: (678) 916-9376
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Atlanta Team
Kent Moegerle
Regional President- Southeast Region
Helen Nugent
National Director of Sales
Want to know more?
Send us an email and we'll schedule a call that works for you.