To use this site, you'll need to enable JavaScript. If you aren't sure how, follow these instructions.
Joel W. Barrett, CFA, CPA, CTFA President
Click to Email
Phillip Davis, Jr. Sr. Vice President
Frank Beverly Chief Investment Officer
Charity Knifer Chief Operations Officer
Natalie Kirbo, Esq. Chief Compliance Officer
Katherine Bannister Retirement Plan Specialist
Will Ferguson Portfolio Manager
Sterling Ivey Portfolio Assistant
Sunny Gay Retirement Plan Specialist
Margie Kramer Registered Sales Assistant
Chase Harvard Trust Officer
Nelray Lilly Trust Officer
Susan Harvard Executive Assistant
Erin Jones Executive Assistant
Anne Khandjian Trust Operations/Account Administrator
Melanie McNair Operations Administrator
Donna Whiddon Operations Specialist
