We believe that you deserve a fiduciary relationship based around your goals, a company that embraces technology to simplify your wealth management experience, and a company dedicated to the community where you live

Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.

The Fiduciary Group, Inc. is an investment management company based out of 310 Commercial Dr, Savannah, GA, United States.

Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

With the Signature Wealth Management Group, you have a partner and ally qualified to help strengthen your financial future. Yet your relationship with us is about much more than investing money. It’s about sharing your aspirations and building a relationship with your financial advisor. After completing a detailed financial plan, we will introduce you to one of the Signature Investment Management Strategies – a unique blend of financial instruments that could match your investment attitudes and your own individual income goals. Before you engage in an investment relationship with us, we will fully explain these three things: how it works, the risks involved and the costs of our services. We will keep your financial plan simple and help you clearly understand your investment choices. Our approach to planning isn’t based on financial transactions; it’s based on a personal commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph and every challenge. We would welcome a connection if: 1. You want to hear more about our wealth management process 2. You are interested in customized financial advice and guidance 3. You are a doctor, executive, business professional or Southern Company employee 3625 Cumberland Blvd. SE Suite 1485 Atlanta, GA 30339 678-932-2500

After three decades of managing portfolios for institutional clients, the founders established Chatham in 1996 to provide professional, unbiased wealth management advice to individuals, families and their related foundations, as well as to manage their own financial affairs. Today, after adding a second generation of principals, Chatham remains 100% employee owned, and operates as a fee only Registered Investment Adviser. With an office in Savannah, GA and on Hilton Head Island, SC, the majority of Chatham's client relationships are regionally located within a handful of southeastern states.

RIDGELAND, TOWN OF is a company based out of POBOX 1119, RIDGELAND, South Carolina, United States.

KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the lives of those around them.

Disciplined Equity Management, Inc. (DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.

Various marketing, sales management, market research and business development executive positions.

Stokes Capital Advisors is a company based out of 101 Venture Ct, Greenwood, South Carolina, United States.

Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.