Lasting relationships. For all that matters

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Abbot Profile Photo

    William E. "Bill" Abbott

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      After earning a bachelor's degree in Economics from Bucknell University, Bill moved to Atlanta to serve as a Lieutenant in the United States Army. He began his advising career at Robinson-Humphrey Company in 1968 and has managed money for clients for over 40 years. Bill's focus is on investment strategy and portfolio construction. In the community Bill generously supports military families and causes his clients care about. When not working with clients, Bill enjoys reading and spending time with his three children and seven grandchildren. He lives in Roswell with his wife, Cheryl.
          • Jany Brown Profile Photo

            Jany Brown

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • KS
            • MA
            • ME
            • MI
            • MN
            • MS
            • MT
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • RI
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI
            Originally from Greenville, South Carolina, Jany decided to make Atlanta her home after earning a bachelor’s degree in management from the Georgia Institute of Technology. Jany began her career in the securities industry in 1997 with J.C Bradford & Co. and has spent nearly two decades advising families and business owners on retirement, income planning, wealth preservation and charitable giving strategies in her capacity as a CERTIFIED FINANCIAL PLANNER™ (CFP®).   Jany serves on the Board of the Dunwoody Nature Center, is Chairperson of the Literacy Alliance of Metro Atlanta and Founder of "Chili for the Children", an annual charity chili cook-off which supports children's health, education and welfare. 
                3455 Peachtree Road NE
                Suite 1700
                Atlanta, GA 30326
              • Tina Greco Profile Photo

                Tina M. Greco

                Senior Client Associate

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                • GA
                • MD
                • VA

                Tina moved to Atlanta in 1995 from Syracuse, New York, as a Client Service Associate with Paine Webber. She has been in the financial services industry for over two decades, with 18 years spent at UBS and has extensive knowledge and experience in financial operations. She began working with Bill and Jany in 2008 and is a valuable member of the Abbott Brown Wealth Management team. She currently holds the Series 7 and 63 securities licenses.

                      3560 Lenox Road NE
                      28th Floor
                      Atlanta, GA 30326

                    Are you ready for anything?

                    A Liquidity strategy can help.

                    In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                    Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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