Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Alan Smith

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IN
  • MA
  • MD
  • MN
  • MO
  • MS
  • NC
  • NH
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

Christopher A. "Chris" Smith, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IN
  • MA
  • MD
  • MN
  • MO
  • MS
  • NC
  • NH
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

Caroline Holland

Senior Client Associate

Registered States:
  • GA
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me