Senior Vice President–Wealth Management
Financial Advisor
Anthony joined Mulroy Martin Wealth Management in 2010 and has over 23 years of experience in the financial services industry. Anthony's primary focus is financial planning and portfolio management for clients. Anthony holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™.
Anthony began his career at SunTrust Bank in Atlanta. Prior to joining the team, he was a corporate and commercial banker with SunTrust and Wachovia, where he was responsible for lending to corporations and high net worth individuals.
Anthony is a native Georgian and graduated with a degree in finance from the University of Georgia (UGA). Anthony and his wife Missy live in Chastain Park with their sons, Aedan and Wyatt. They enjoy time with family and friends, traveling, golf, and volunteering.
Education
Senior Vice President–Wealth Management
Financial Advisor
Anthony joined Mulroy Martin Wealth Management in 2010 and has over 23 years of experience in the financial services industry. Anthony's primary focus is financial planning and portfolio management for clients. Anthony holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™.
Anthony began his career at SunTrust Bank in Atlanta. Prior to joining the team, he was a corporate and commercial banker with SunTrust and Wachovia, where he was responsible for lending to corporations and high net worth individuals.
Anthony is a native Georgian and graduated with a degree in finance from the University of Georgia (UGA). Anthony and his wife Missy live in Chastain Park with their sons, Aedan and Wyatt. They enjoy time with family and friends, traveling, golf, and volunteering.
Education
Senior Registered Client Associate
Kim has over 30 years of wealth management experience with a background in administration, and operations management. She joined Tim in 2004 and is dedicated to exceeding client's expectations with exceptional service. Kim is an integral part of Mulroy Martin Wealth Management, focusing on the client’s administrative and operational needs. As a commitment to professional development, and expanding the breadth of her knowledge, Kim has earned the series 7, 63, 66, 9 and 10 licenses. Kim has two children and lives in Canton.
Senior Registered Client Associate
Kim has over 30 years of wealth management experience with a background in administration, and operations management. She joined Tim in 2004 and is dedicated to exceeding client's expectations with exceptional service. Kim is an integral part of Mulroy Martin Wealth Management, focusing on the client’s administrative and operational needs. As a commitment to professional development, and expanding the breadth of her knowledge, Kim has earned the series 7, 63, 66, 9 and 10 licenses. Kim has two children and lives in Canton.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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