Unclaimed
Nowland Bennett Gwynn is a registered investment advisor representative with Edge Capital Group, LLC. Nowland joined Edge Capital Group in May 2024, and has experience in the financial services industry since January 2015. Nowland holds the Series 65 license. Edge Capital Group provides financial planning, consulting services, and insurance solutions to individuals, corporations, investment companies, and other investment advisors. The firm manages more than $6 billion in client assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
01/15/2025 - Present
Edge Capital Group, LLC (Atlanta GA)
Active
Inactive
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