ADVISOR BIO

Allison Barksdale is an Investment Advisor Representative with Morgan Stanley. Allison has over 20 years of experience in the financial services industry. She specializes in providing investment advice to individuals, businesses, and institutions. Allison is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Amber Schrader is a registered investment advisor representative with Morgan Stanley, a financial services firm based in Purchase, New York. Amber has been in the financial services industry since August 2017 and is licensed to practice in Georgia, Florida and Texas. Amber has obtained Series 7TO, Series 66 and SIE securities licenses. Amber has a background in various industries such as medical billing, construction, and restaurant management.

SPECIALIZATIONS

ADVISOR BIO

Brian Zachary Teffeteller is an investment advisor representative with Morgan Stanley. Brian has been in the securities industry for over 6 years and is registered with both FINRA and the state of Georgia. Brian holds the Series 7, SIE and Series 66 licenses. Prior to joining Morgan Stanley, Brian worked as a financial advisor for Edward Jones. Brian is committed to providing personalized financial advice and helping clients reach their financial goals. Brian has a wide range of experience working with individuals, families, businesses, and institutions. Brian specializes in asset allocation, financial planning, portfolio management, and investment strategies.

SPECIALIZATIONS

ADVISOR BIO

Broadus Cleveland is an Investment Advisor Representative at Homrich Berg. Broadus has been in the industry since 2004 and has been working at Homrich Berg since August of 2023. Cleveland is a Certified Financial Planner™ and a Personal Financial Specialist. Broadus's specializations include Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Tax Planning.

SPECIALIZATIONS

ADVISOR BIO

Camille Lea Sutton is a financial advisor with over 25 years of experience in the financial services industry. Camille has been a registered representative with Morgan Stanley since 2009 and has held previous positions with Citigroup Global Markets and The Robinson-Humphrey Company. Camille has expertise in a variety of areas, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Camille is a licensed investment advisor representative in Georgia and Texas and holds Series 6, 7, 63, and 65 securities licenses. Camille is dedicated to providing her clients with the highest level of service and guidance.

SPECIALIZATIONS

ADVISOR BIO

Charles Marvin has been in the financial services industry since 1997. Currently, Charles is a registered representative of Morgan Stanley, and he is licensed in several states. Charles has experience at several other firms including Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has a number of certifications, including the Series 65 and Series 63 exams. Charles is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Cynthia Westervelt is a financial advisor with Morgan Stanley, located in Augusta, Georgia. Cynthia has been in the industry since October 2020 and has registrations in both Georgia and Texas. Cynthia provides financial planning services, portfolio management, and educational seminars to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

David McDaniel is a registered investment advisor representative with Morgan Stanley. David has been in the industry since April 1992 and has held previous registrations with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David is licensed in 30 states and has passed Series 7, 31, 63, 65 and SIE exams. David offers a wide range of services including financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Dennis R Hammond is a financial advisor based in Augusta, Georgia. Dennis has been working in the financial services industry since February 20, 1991. Dennis is currently registered with First Trust Advisors LP and holds Series 7, 24, 27, 3, 63 and 65 licenses. Dennis has previously worked for INVESTMENT MANAGEMENT & RESEARCH, INC and PORTER & HAMMOND SERVICES, INC. Dennis' firm, First Trust Advisors LP, is an investment advisory firm based in Wheaton, Illinois that manages over $210 Billion in assets. First Trust Advisors LP provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles. First Trust Advisors LP's advisory services include portfolio management, publication of periodicals, and selection of other advisers. Dennis is also a board member of World Harvest Missions and a member of the Francesco Collaborative Workshop.

SPECIALIZATIONS

ADVISOR BIO

Edmond M. Smith is a financial advisor with over 25 years of experience in the financial services industry. Edmond is currently registered with Morgan Stanley and holds Series 7, Series 63, and Series 65 licenses. Edmond's professional experience includes prior roles at Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Edmond is committed to providing personalized financial advice and guidance to individuals, families, and businesses.

SPECIALIZATIONS