Our Team

Phillip Davis, Jr.

Phillip Davis, Jr.
Sr. Vice President

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Frank Beverly

Frank Beverly
Chief Investment Officer

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Charity Knifer

Charity Knifer
Chief Operations Officer

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Chase Williams

S. Chase Williams, Esq.
Chief Compliance Officer

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Will Ferguson

William Ferguson
Portfolio Manager

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Chase Harvard

Chase Harvard
Trust Officer

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Nelray Lilly

Nelray Lilly
Trust Officer

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Katherine Bannister

Katherine Bannister
Retirement Plan Specialist

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Caroline Wight Donaldson

Caroline Wight Donaldson
Retirement Plan Specialist & Trust Officer

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Caroline Sewell

Caroline Sewell
Retirement Plan Specialist

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Amanda Glidden

Amanda Glidden
Account Manager

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Susan Harvard

Susan Harvard
Client Service Administrator

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Anne Khandjian

Anne Khandjian
Trust Operations/Account Administrator

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Donna Whiddon

Donna Whiddon
Operations Specialist

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Caleb Morris

Caleb Morris
Operations Administrator

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Richard Rountree

Richard Rountree
Trading Coordinator

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Whitney Marshall

Whitney Marshall
Administrative Assistant

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Madeline Rollins

Madeline Rollins
Administrative Assistant

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