Our Team

Phillip Davis, Jr.

Phillip Davis, Jr.
Sr. Vice President

Click to Email

Frank Beverly

Frank Beverly
Chief Investment Officer

Click to Email

Charity Knifer

Charity Knifer
Chief Operations Officer

Click to Email

Natalie Kirbo

Natalie Kirbo, Esq.
Chief Compliance Officer

Click to Email

Katherine Bannister

Katherine Bannister
Retirement Plan Specialist

Click to Email

Will Ferguson

Will Ferguson
Portfolio Manager

Click to Email

Sterling Ivey

Sterling Ivey
Portfolio Assistant

Click to Email

Sunny Gay

Sunny Gay
Retirement Plan Specialist

Click to Email

Margie Kramer

Margie Kramer
Registered Sales Assistant

Click to Email

Chase Harvard

Chase Harvard
Trust Officer

Click to Email

Nelray Lilly

Nelray Lilly
Trust Officer

Click to Email

Susan Harvard

Susan Harvard
Executive Assistant

Click to Email

Erin Jones

Erin Jones
Executive Assistant

Click to Email

Anne Khandjian

Anne Khandjian
Trust Operations/Account Administrator

Click to Email

Melanie McNair

Melanie McNair
Operations Administrator

Click to Email

Donna Whiddon

Donna Whiddon
Operations Specialist

Click to Email