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.
Thomasville, GA Locations, Main Office, Thomasville Branch
Address / Location:
320 North Broad Street
Thomasville, GA 31792
Thomasville, GA 31792
Mailing Address
PO Box 1177
Thomasville, GA 31799
PO Box 1177
Thomasville, GA 31799
About:
Senior Vice President & Chief Investment Officer
Frank Beverly, CTFA
Senior Vice President
Phillip Davis, Jr.
Senior Vice President & Chief Operations Officer
Charity Knifer
Retirement Plan Specialist
Katherine Bannister
Trust Officer
Caroline Wight Donaldson, Esq.
Trust Officer
Chase Harvard
Retirement Plan Specialist
Caroline Holland
Trust Officer
Nelray Lilly
Vice President & Financial Advisor
Krista Peace, CFP®
Investment Consultant
Rob Rosenbury
Client Support Administrator
Lindsey Finch
Account Manager
Susan Harvard
Administrative Assistant
Whitney Marshall
Account Manager
Robin Monzon
Administrative Assistant
Madeline Rollins
Operations Administrator
Nicole Byram
Compliance Officer
Amanda Glidden, CFIRS®
Research Analyst
Conn Jannerbo
Vice President & Operations Specialist
Anne Pridgen
Trading Coordinator
Richard Rountree
Operations Specialist
Donna Whiddon
320 North Broad Street
Thomasville, GA 31792
Thomasville, GA 31792