Thomasville, GA
Address / Location:
320 North Broad Street
Thomasville, GA 31792
Thomasville, GA 31792
Mailing Address
PO Box 1177
Thomasville, GA 31779
PO Box 1177
Thomasville, GA 31779
About:
Because we’re local, we can know and care for each client. A local presence with exceptional expertise is key to ensuring lasting relationships with individuals and businesses for generations.
Because We’re Local, We KNOW YOU. Because We Live Here, We Care.
320 North Broad Street
Thomasville, GA 31792
Thomasville, GA 31792
Frank Beverly, CTFA
Senior Vice President & Chief Investment Officer
Phillip Davis, Jr.
Senior Vice President
Charity Knifer
Senior Vice President & Chief Operations Officer
Katherine Bannister
Retirement Plan Specialist
Caroline Wight Donaldson, Esq.
Trust Officer
Chase Harvard
Trust Officer
Nelray Lilly
Trust Officer
Krista Peace, CFP®
Vice President & Financial Advisor
Rob Rosenbury
Financial Advisor
Caroline Sewell
Retirement Plan Specialist
Lindsey Finch
Client Support Administrator
Susan Harvard
Account Manager
Whitney Marshall
Administrative Assistant
Robin Monzon
Account Manager
Madeline Rollins
Administrative Assistant
Nicole Byram
Operations Administrator
Amanda Glidden, CFIRS®
Compliance Officer
Conn Jannerbo
Research Analyst
Anne Pridgen
Vice President & Operations Specialist
Richard Rountree
Trading Coordinator
Donna Whiddon
Operations Specialist