Broker Check

Our Community Of Financial Associates

Our Leadership Team

Rose Ann McDonald

Rose Ann McDonald

Executive Vice President of Strategic Initiatives

770-510-5108

770-512-5154

Gary  Eastridge

Gary Eastridge

Executive Vice President

404-452-2475

770-512-5154

Vitas Hales

Vitas Hales

Executive Vice President

404-964-6756

770-512-5155

Matthew Keiss

Matthew Keiss

Executive Vice President

770-512-5118

770-512-5154

Joseph  Yi

Joseph Yi

Executive Vice President

770-512-5165

770-512-5154

R. Hunt Purdy

R. Hunt Purdy, CFP®

Controls Manager, Financial Advisor

770-512-5144

770-512-5154

Our Associates

Carolyn Burgin, MBA

Carolyn Burgin, MBA

Financial Planner, Apogee Financial Partners; Investment Adviser Representative, Equity Services, Inc.

(770) 356-3381

770-512-5154

Delphina Byrd

Delphina Byrd

Financial Advisor

770-512-5167

770-512-5154

Jim Conant

Jim Conant

Financial Professional

770-512-5142

770-512-5154

Debbie Dorman

Debbie Dorman

Financial Advisor

770-512-5131

770-512-5155

Megan Harris

Megan Harris

Financial Professional

770-512-5107

770-512-5154

Trish Haynes

Trish Haynes

Financial Professional

770-512-5100

770-512-5155

Adria Johnson

Adria Johnson

Financial Professional

404-985-3926

770-512-5155

Bryan Keenan

Bryan Keenan

Financial Adviser

770-512-5103

770-512-5154

Leonard Lawrence

Leonard Lawrence

Financial Professional

904-296-3300

904-296-0402

Wei Li

Wei Li

Financial Advisor

770-512-5185

770-512-5154

Bert  Livingston

Bert Livingston

Investment Adviser Representative of Equity Services, Inc.

904-296-3300

904-296-0402

Joey Patterson

Joey Patterson

Financial Professional

770-512-5120

770-512-5154

Christina  Placide

Christina Placide

Financial Professional

770-512-5125

770-512-5154

Ro Reese

Ro Reese

Financial Professional

904-208-5011

904-296-0402

Michael  Robinson

Michael Robinson

Financial Professional

770-512-5140

770-512-5154

Leida  Speller, CFP®, ChFC®

Leida Speller, CFP®, ChFC®

Director of Financial Planning

770-512-5132

770-512-5154

Jessica Yi

Jessica Yi

Financial Professional

770-512-5176

770-512-5154

Our Staff

Shannon Clark

Shannon Clark

New Business Manager

770-512-5106

770-512-5154

Kathy Sullivan

Kathy Sullivan

Compliance Coordinator

770-512-5180

770-512-5154

Raye Varney

Raye Varney

Operations Administrator

770-512-5112

770-512-5154

Our Leadership