2011 F I V E S TA R W E A LT H M A N AG E R S
SPECIAL ADVERTISING SECTION
I N D E X O F W E A LT H M A N A G E R S List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation INVESTMENTS
INVESTMENTS
INVESTMENTS
INVESTMENTS
TAXATION
Troy Barrentine AXA Advisors EP, FP, IN Geno Berchiatti Innovative Wealth Strategies EP, FP, IN Harrington Bissell Morgan Keegan & Company EP, FP, IN Brad Blackburn Dyadic Financial Management EP, FP, IN Jerry Boger, Jr. Wells Fargo Advisors, LLC Scot Bytnar HMS Financial Services FP Page 8 Tim Calvert First Citizens Bank Securities FP Charles Claus Morgan Keegan & Company FP, IN, TS Steven Collie Wells Fargo Advisors, LLC Robert Cook, Jr. Morgan Stanley Smith Barney FP, TS Marion “Larry” Craine Wells Fargo Advisors, LLC Jack Cunningham Merrill Lynch FP Todd Davenport Edward Jones George Debnam, Jr. Debnam Wealth Management Group EP, FP, IN Gary Deese Edward Jones Robert DeHollander DeHollander & Janse Financial Group FP Page 7 Park Dougherty Wells Fargo Advisors, LLC B. Randolph Dunlap, Jr. Wells Fargo Advisors, LLC Michael M. Duprez Duprez Financial FP, IN Daniel J. Gafgen Stifel Nicolaus FP
John H. Gallman Edward Jones Joseph Gilchrist Morgan Keegan & Company EP, FP, TS Aaron Justin Gore ING Financial Partners EP Christopher Hallmark Edward Jones Joe Hines Global View Investment Advisors EP, FP Robert L. “Robby” Jones Wells Fargo Advisors, LLC Steve Junis Edward Jones Lisa Kean Morgan Stanley Smith Barney EP, FP, TX Walter Kivett Morgan Stanley Smith Barney BP, EP, FP Charles “Bucky” Knowlton Robert W. Baird & Company EP, FP, IN Dustin LaPorte Dustin LaPorte FP, IN John Long Edward Jones David C. Luke, Sr. Morgan Keegan & Company EP, FP Frank Lundy Wells Fargo Advisors, LLC William Alan Lyles Morgan Stanley Smith Barney FP, IN Spencer Lynch Morgan Keegan & Company FP, TS William McAfee WHM Capital Advisors BP, FP George McCutchen, Jr. Capital Investment Group EP, IN Leo McLaughlin Wells Fargo Advisors, LLC
Marion McMillan Morgan Stanley Smith Barney FP Mike Miller PlanFIRST EP, FP, TS Kenneth Moore Global View Investment Advisors FP James Moore Stifel Nicolaus EP, IN Jim Norman Norman, Johnson & Company FP, IN, TX Stacey Payne BB & T Investments Johnny Peden III Morgan Stanley Smith Barney FP, IN Jay Pulliam, Jr. Wells Fargo Advisors, LLC William Putnam, Jr. Wells Fargo Advisors, LLC Daniel Roach, Jr. Morgan Stanley Smith Barney EP, FP, TS Louis Seymour BB & T Investments FP, IN, TS Scott Shubert Blue Granite Capital EP, FP Roger Sims Sims & Karr Financial Solutions FP, IN, TS Kevin Skipper Discipline Financial Management EP, FP Jason Stubbings Wells Fargo Advisors, LLC Glenn Sutherland Sutherland Financial Services IN Jim Switzer Morgan Stanley Smith Barney FP, TS Keith Thomason Edward Jones
Paul Valentine Edward Jones Brenda Varnum Edward Jones David Vaughan Merrill Lynch Robert Vingi Wells Fargo Advisors, LLC Robert Webb BB & T Investments EP, IN, TS Steve Weber The Bedminster Group FP Shane Welch BB & T Investments FP, IN Michael White Morgan Stanley Smith Barney FP, IN, TS Page 6 Mike Wiggins Edward Jones Nicholas Williams SunTrust Investment Services FP, IN Ronald Wilson Morgan Stanley Smith Barney IN Bruce Brenner Wood Wells Fargo Advisors, LLC Mel Wright Merrill Lynch EP, IN, TS Ernie Wright Wells Fargo Advisors, LLC Paul Zaio LPL Financial FP, TS Page 8 Jonathan Zimpleman Edward Jones
Richard Heath Richard Heath, CPA BP, FP Mark Hobbs The Hobbs Group FP, IN, IV Brandon Hoffman Hoffman & Hoffman, CPA BP, EP, FP Page 8 Bryan Jeter Lister Jeter & Lloyd, CPA Victor Kliossis Elliott Davis Leonard Lesslie Leonard G. Lesslie, CPA BP Toni McKinley McKinley Cooper & Company BP, EP, FP John Merritt, Jr. J. B. Merritt & Associates FP, IN, IV Joe Montgomery Joseph F. Montgomery, CPA BP, EP Lisa Nason Nason Way Accounting BP Troy Overstreet Cherry Bekaert & Holland BP, EP James Parrish James A. Parrish, CPA Steven Rau Moore Beauston & Woodham EP, FP, TS David Selander Hood & Selander, CPA BP, EP, FP David Steffens Steffens Accounting & Tax BP Henry Summer Henry Summer & Company BP, EP, FP Thomas Way Nason Way Accounting
TAXATION Kevin Cain Kevin H. Cain, CPA BP, FP D. Richard Crumpler Smith Sapp Bookhout Crumpler & Calliham EP Roger Duncan Bradshaw Gordon & Clinkscales Alan Grimsley Derrick Stubbs & Stith BP
TRUST SERVICES H. Walter Barre Colonial Trust Company EP, FP, IV Michael Taylor Taylor Miles & Associates BP, FP, TX
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC®] is a financial planning designation awarded by The American College. FS – 4 | ©2 0 1 1 C re sce ndo Busin ess S er v ices