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Joel W. Barrett, CFA, CPA, CTFA President
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Phillip Davis, Jr. Sr. Vice President
Frank Beverly Chief Investment Officer
Charity Knifer Chief Operations Officer
S. Chase Williams, Esq. Chief Compliance Officer
William Ferguson Portfolio Manager
Krista Peace, CFP® Financial Advisor
Chase Harvard Trust Officer
Nelray Lilly Trust Officer
Katherine Bannister Retirement Plan Specialist
Caroline Wight Donaldson Retirement Plan Specialist & Trust Officer
Caroline Sewell Retirement Plan Specialist
Amanda Glidden Compliance Officer
Susan Harvard Client Service Administrator
Anne Pridgen Trust Operations/Account Administrator
Donna Whiddon Operations Specialist
Caleb Morris Operations Administrator
Richard Rountree Trading Coordinator
Whitney Marshall Administrative Assistant
Madeline Rollins Administrative Assistant
