ADVISOR BIO

Philip Burger is a financial advisor with over 30 years of experience in the financial services industry. Philip is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Philip worked for Citigroup Global Markets Inc. from 2002 to 2009 and Wachovia Securities, Inc. from 1995 to 2002. Philip holds a Series 7, 31, 63, and 65 license. Philip is registered to provide investment advice and securities brokerage services in over 35 states.

SPECIALIZATIONS

ADVISOR BIO

Philip Mulkey is a financial advisor with Synovus Securities, Inc. Philip has been in the financial services industry since 2018 and holds Series 7, Series 66, and SIE licenses. Philip is registered to offer advisory services in Alabama, Florida, Georgia, and Texas. Philip also holds the Certified Financial Planner (CFP) designation. Philip's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. Philip is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Philip Chisom Beatty is an Investment Advisor Representative with Signaturefd, LLC. Philip has been in the industry since 2000 and is registered with the state of Georgia. Philip also has a Series 7, Series 63, and Series 65 license. In addition to being a Certified Financial Planner, Philip has specializations in financial planning, portfolio management for individuals and businesses, and pension consulting. Philip has worked with high-net-worth individuals, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, pooled investment vehicles, and other investment advisors. Prior to joining Signaturefd, LLC, Philip was employed by PPA Investments, Inc. and Wachovia Securities, Inc.

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ADVISOR BIO

Philip Cox is a financial advisor who has been in the industry for over 25 years. Philip has a strong background in investments and financial planning. Philip is currently registered with Bluestone Wealth Planning, LLC in Atlanta, Georgia. Before that, Philip was employed by Sterne Agee Financial Services, Inc., J.P. Turner & Company, L.L.C., Dunwoody Brokerage Services, Inc., and H&R Block Financial Advisors, Inc. Philip has a Series 7, Series 9, Series 10, Series 52, and Series 63 license. Philip is also a Certified Financial Planner™.

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ADVISOR BIO

Philip Harold Clinkscales is a financial advisor with over 20 years of experience in the industry. Philip is a Certified Financial Planner, Personal Financial Specialist, and Chartered Financial Analyst. He specializes in providing financial planning and investment advice to high-net-worth individuals, families, and institutions. Philip currently works for Homrich Berg, a firm based in Atlanta, Georgia. Prior to joining Homrich Berg, Philip worked for PPA INVESTMENTS, INC., a firm based in Roswell, Georgia.

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ADVISOR BIO

Philip Krieger is a financial professional with over 15 years of experience in the industry. Philip is currently registered with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Philip's experience and expertise provide a comprehensive range of financial services, including portfolio management, financial planning, and pension consulting. Philip is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Philip Catledge is an investment advisor representative with CMC Financial Group, LLC based in Atlanta, GA. Philip has been in the industry since 1986 and has experience with Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., J.C. Bradford & Co., and The Robinson-Humphrey Company Inc.. Philip is registered to offer investment advisory services in Georgia. Philip is a Series 3, 7, 63, 65 and SIE licensed professional. Philip offers financial planning and portfolio management services for individuals and businesses. Philip also has experience with insurance sales.

SPECIALIZATIONS

ADVISOR BIO

Philip Edward Wait is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Atlanta, GA. Philip has been in the securities industry since June 2000 and has held previous positions at Morgan Stanley, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Philip is licensed to provide investment advice in 22 states and has a Series 7, Series 31 and Series 66 licenses. Philip is also registered with FINRA.

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ADVISOR BIO

Philip Pierre-louis is an Investment Advisor Representative with Morgan Stanley. Philip has been in the industry since 2019 and is registered in 54 states. He has passed the Series 66, Series 7TO, and SIE exams. Philip's experience includes working at Coastal Wealth, Auburn Athletics, Lynch Chevrolet / Cadillac of Auburn, Longhorn Steakhouse, JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Raymond James & Associates, Inc., Morgan Stanley Smith Barney LLC, E*Trade Financial and Morgan Stanley Private Bank, N.A.

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ADVISOR BIO

Philipp Biechteler is a financial advisor at Truist Advisory Services, Inc. Philipp has been in the financial industry since 2018 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Philipp is a registered investment advisor in Georgia and holds the Series 7, Series 66, and Series 65 licenses. Philipp is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.

SPECIALIZATIONS