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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Waters (CRD# 1959052) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Roswell, GA and has over 34 years of experience in the finance industry.
Sandler Weinberg (CRD# 6761121) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 4 years of experience in the finance industry.
Clifford Wilcox (CRD# 5211811) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Roswell, GA and has over 17 years of experience in the finance industry.
Alexandria Williams (CRD# 7575648) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roswell, GA and has 1 year of experience in the finance industry.
Stephen Young (CRD# 7221475) is an Investment Advisor Representative working at Edward Jones in Roswell, GA and has over 3 years of experience in the finance industry.
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...
Robert E. Schultz III (Robby) (CRD# 5338514) is a Principal and Financial Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation....
Riley Stephenson (CRD# 5822473) is an Investment Advisor Representative working with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.
Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 7 years of experience in the finance industry.
Ashley Abbott (CRD# 5147159) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.