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| Business Summary | Locations | Management Team | Advisory Board | Financial Advisors | Career Opportunities | Disclaimers |
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Paul R. Stibich, Jr.
Financial Advisor Industry experience since 2005 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
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ATLANTA OFFICE
Victor A. Bell, Jr. Managing Principal, Senior Advisor Industry experience since 1982 Focus: Institutions, Corporate Retirement Plans, Foundations, Endowments, Operating Assets |
R. Lee Barnett, ChFC®
Vice President, Financial Advisor Industry experience since 1971 Focus: Retirement Plans, Foundations, Endowments, and Affluent Families |
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Richmond G. Bernhardt III, AIF®
Managing Principal, Financial Advisor Industry experience since 1985 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
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BIRMINGHAM, AL OFFICE
Patricia A. Bills, AIF®, Vice President, Financial Advisor Industry experience since 1978 Focus: Corporate Retirement Plans |
Paul Owen, AIF®, APR
Vice President, Financial Advisor Industry experience since 2000 Focus: Corporate Retirement Plans |
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BOSTON OFFICE
David L. Liebrock Vice President, Financial Advisor Industry experience since 1985 Focus: Corporate Retirement Plans |
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CHARLOTTE OFFICE
Edwin A. Dalrymple, CIMA Managing Principal, Financial Advisor Industry experience since 1981 Focus: Affluent Families |
Linda M. Kerschner, AIF®, CRPS®
Senior Vice President, Financial Advisor Industry experience since 1976 Focus: Corporate Retirement Plans |
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Michael E. Blair
Senior Vice President, Financial Advisor Industry experience since 1983 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
Robert A. Jones
Senior Vice President, Financial Advisor Industry experience since 1981 Focus: Institutions and Affluent Families |
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Charles Land Hite, Jr., CFP®
Vice President, Financial Advisor Industry experience since 1988 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
George G. Kroustalis
Vice President, Financial Advisor Industry experience since 1996 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
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Chip Bradford, CFP®
Financial Advisor Industry experience since 2002 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
Brian Zito, CFP®
Financial Advisor Industry experience since 2003 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
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G. Ric Mundorf, CFP®, CEBS
Assistant Vice President, Financial Advisor Industry experience since 1972 Focus: Corporate Retirement Plans |
Ryan Laderer, ARPS
Financial Advisor Industry experience since 2004 Focus: Corporate Retirement Plans |
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LOS ANGELES OFFICE
Mark A. Davis QPFC Vice President, Financial Advisor Industry experience since 1991 Focus: Corporate Retirement Plans |
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PHILADELPHIA OFFICE
Rick Shoff Managing Director, Advisor Support, Advisor Support Group Industry experience since 1983 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Scott A. Wertheim, CEBS, AIF®
Financial Advisor Industry experience since 1996 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
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Paul H. Schaffer, AIF®
Financial Advisor Industry experience since 1984 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
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PORTLAND, ME OFFICE
Michael S. Pratico, ChFC®, AIF® Vice President, Financial Advisor Industry experience since 1989 Focus: Corporate Retirement Plan |
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RALEIGH OFFICE
J. Fielding Miller Chief Executive Officer Industry experience since 1984 Focus: Institutions, Corporate Retirement Plans and Affluent Families |
Jon E. Strickland, AIF®, ARPS
Senior Vice President, Financial Advisor Industry experience since 2000 Focus: Corporate Retirement Plans, Institutions, and Affluent Families |
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Wilson S. Hoyle, AIF®
Managing Director, Advisor Support, Head of Advisor Support Group Industry experience since 1994 Focus: Professional Athletes |
Jason F. Stanicek, AIF®, CRPS®
Vice President, Financial Advisor Industry experience since 2000 Focus: Corporate Retirement Plans |
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John S. Martin, AIF®
Senior Vice President, Financial Advisor Industry experience since 1991 Focus: Corporate Retirement Plans |
R. Michael Gray, CPA, PFS
Vice President, Financial Advisor Industry experience since 1981 Focus: Comprehensive Wealth Management for High Net Individuals and their Families |
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James R. Talton III, AIF®
Senior Vice President, Financial Advisor Industry experience since 1989 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Daniel A. Summerlin, CFA®
Vice President, Financial Advisor Industry experience since 1995 Focus: High Net Worth Individuals and Affluent Families |
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Johnny C. Garrett, Jr. AIF®
Senior Vice President, Financial Advisor Industry experience since 1988 Focus: Institutions, Corporate Retirement Plans, and Individual Investors |
Hugh Wilson Cole III (Trae)
Financial Advisor Industry experience since 2000 Focus: High Net Worth Individuals and Affluent Families |
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Mark T. Medlin, AIF®
Senior Vice President, Financial Advisor Industry experience since 1989 Focus: Corporate Retirement Plans |
John S. Pullen, CFP®
Senior Vice President, Financial Advisor Industry experience since 1979 Focus: High Net Worth Individuals and Affluent Families |
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John W. Mangum
Senior Vice President, Financial Advisor Industry experience since 1999 NFL Player: 1990–1998 Focus: Professional Athletes |
W. Traynor Reitmeier
Vice President, Financial Advisor Industry experience since 1998 Focus: High Net Worth Individuals, Professional Athletes and Affluent Families |
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Todd L. Jones CFP®, AIF®, ARPS
Vice President, Financial Advisor Industry experience since 1997 Focus: Corporate Retirement Plans,Institutions, and Affluent Families |
Kyle L. Tucker, CFP®
Financial Advisor Industry experience since 2003 Focus: High Net Worth Individuals, Professional Athletes and Affluent Families |
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Michael E. Hudson, AIF®
Senior Vice President, Financial Advisor Industry experience since 1992 Focus: Corporate Retirement Plans |
Ellen D. Crowley
Vice President, Financial Advisor Industry experience since 1993 Focus: Professional Athletes and Affluent Families |
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Kevin M. Monroe
Financial Advisor Industry experience since 2000 Focus: Professional Athletes |
Michael G. Curran, CFP, CLU, ChFC
Vice President, NonQualified Deferred Compensation Industry experience since 1983 Focus: Nonqualified Deferred Compensation Plans |
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RICHMOND, VA OFFICE
Barry V. Schmitt Senior Vice President, Financial Advisor Industry experience since 1985 Focus: Corporate Retirement Plans |
Beryl W. Ball
Vice President, Financial Advisor Industry experience since 1982 Focus: Corporate Retirement Plans |
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ROANOKE, VA OFFICE
David A. Camper, AIF Vice President, Financial Advisor Industry experience since 1984 Focus: Corporate Retirement Plans |
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