What makes Hunt Purdy, CFP® distinct as a financial advisor is his 35 years of industry experience. He embodies a nature of servitude and believes in doing what he says he will do.
Hunt considers it a true privilege to guide you and your family to help accomplish the financial goals you set. He enjoys sharing his vast knowledge to help protect you from financial pitfalls and solve the complex dilemmas that occur in today’s markets.
Hunt’s industry experience began in 1988 with supervisory roles and financial planning roles at TD Waterhouse, North Fulton Financial, HD Vest, and MetLife. He joined National Life Group and Apogee Financial Partners in 2014.
As a controls manager and compliance supervisor, Hunt always puts his clients and their best interests first.
His areas of focus include:
- Investment Strategies
- Retirement Income Planning Options
- Insurance and Asset Protection Strategies
- Long-Term Care Funding Options
- Estate and Legacy Planning Strategies
- Business Planning Strategies
- Building Net Worth for Families
- 529 Plans and Education Funding
Hunt graduated from the University of Georgia in 1986 with a B.A in Economics and earned the CFP® certification in 2006. He has served as an Assistant Scoutmaster for the Boy Scouts since 2014 and a First United Methodist Church Member and Usher since 1996.
Hunt currently lives in Alpharetta, Georgia and was born and raised in north Georgia, He also lived in Nashville (Franklin), Tennessee for 4 years. In his free time, he enjoys ancestry, history, golf, and the outdoors.
R. Hunt Purdy is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. R. Hunt is life and health insurance licensed in Georgia.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.