Month: January 2018

Harrison Fant Promoted to Wealth Manager

It is with great pleasure that we announce the promotion of Harrison Fant from Associate Advisor to Wealth Manager! Harrison has grown into a leader within Atlanta Financial and his exceptional client service and attention to detail are integral to the growth of Julie Andrews’ client base. Since joining AFA in 2014, Harrison has excelled in every task and project that he has been asked to perform. He has shown the ability to work extremely effectively with a wide range of clients and financial situations while balancing a duty-list that continues to increase.

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Julie Andrews is a Medical Economics 2017 Financial Adviser for Doctors

We are proud of Julie Andrews’, MBA, CFP®, AIF®, continued recognition by Medical Economics as a Financial Adviser for Doctors*. At a time when physicians are reporting stagnant or lagging income on top of the uncertain implications of new tax legislation, it’s more important than ever to have a solid financial plan in place. Julie continues to be committed to working with physicians to maximize their comfort with and control over their financial future.

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New Atlanta Financial Employee Kimsey Bolinger

We are pleased to announce the newest addition to the Atlanta Financial team, Kimsey Bolinger. Kimsey joined Atlanta Financial Associates in October 2017 as an Account Services Associate. She works very closely with Julie Andrews to ensure all of her clients receive an elevated level of service. Kimsey currently coordinates the new client onboarding process, handles cashiering transactions and generates reports as well as paperwork for client meetings. She joins the team after her recent graduation from Georgia State University with a B.S. in Biological Sciences. Kimsey is currently working towards obtaining her Series 7 and 63 securities registrations through Commonwealth Financial Network.

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How Much Risk Can You Take?

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict exactly how, where, or when precarious situations will arise.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth comprehensive wealth management.