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
  • 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
  • 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

Client Associate Senior

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

Email Me

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
  • 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
  • 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

Client Associate Senior

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

Email Me