Member Directory

Fontaine Lee

Fifth Third Private Bank
782 Amsterdam Ave
Atlanta, GA 30306

4048089444
E-mail

Karen Lee

CERTIFIED FINANCIAL PLANNER™, CLU, ChFC, MSFS, AEP

Karen Lee and Associates, LLC
200 Ashford Center North, Suite 400
Atlanta, GA 30338

770-353-6312
E-mail

Scott Mackenzie

CFP

Private Family Wealth Advisors
3350 Riverwood Parkway, SE Suite 650
Atlanta, GA 30339

4048480950
E-mail

Geoffrey Malcolm, CFA

AltaView Advisors
1230 Peachtree Street NE
Atlanta, GA 30309

404.879.7413
E-mail

Jeffrey Meek

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

770-559-5602
E-mail

Margaret Miller

Scroggin & Burns, LLc
647 Mimosa Blvd
Roswell, GA 30075

770-640-1101
E-mail

Chloe Moore

Founder & Principal

Financial Staples
2020 Howell Mill Road, Suite D-318
Atlanta, GA 30318

E-mail

Richard M. Morgan

Morgan and DiSalvo, P.C.
5755 N Point Pkwy Ste 17
Alpharetta, GA 30022-1143

678-720-0750
E-mail

Reilly Morrison

JD, CTFA

Southeastern Trust Company

404-939-9957
E-mail

Georgia O'Brien

Managing Director

Family Financial Management, LLC
1303 Hightower Trail, Suite 200
Atlanta, GA 30350

404-850-7930
E-mail