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Member Name Company Contact Info

Brent Taylor

CFP

 

Magnolia Trust Company
600 Galleria Parkway SE, Suite 740
Atlanta, GA 30339

770-560-6078
E-mail

Bruce C. Wood

 

Management Planning, Inc. (MPI)
(VIRTUAL) 210 Carnegie Center
Suite 103
Princeton, NJ 08540

770-310-5347
E-mail

Allison L. Byrd

Attorney

 

MendenFreiman LLP
5565 Glenridge Connector, NE
Suite 1000
Atlanta, GA 30342

(770) 559-5579
E-mail

Loraine M. DiSalvo

Attorney

 

MendenFreiman LLP

Jeffrey Meek

 

MendenFreiman, LLP
5565 Glenridge Connector, NE
Suite 1000
Atlanta, GA 30342

770-559-5602
E-mail

Beverly Kelly

 

Montag Wealth
200 Galleria Parkway, SE, Suite 1450
Atlanta, GA 30339

678-539-8259
E-mail

Jackson Keenan

CFP®

 

MONTAG Wealth Management
200 Galleria Parkway, Suite 1450
Atlanta, GA 30339

404-522-5774
E-mail

Thomas Brooks

CPA

 

Moore Colson
600 Galleria Parkway SE
Suite 600
Atlanta, GA 30339

6786313020
E-mail

Robert W. W. Fell, III

 

Morgan Stanley
3280 Peachtree Road NE
Suite 1700
Atlanta, GA 30305

404-995-6095
E-mail

Aaron Thiel

 

Northern Trust
30188

4042795219
E-mail