Tag: Atlanta Financial Associates

Andrew Shannon Joins Atlanta Financial

Andrew Shannon joined the Atlanta Financial team in January 2018. Previously, he worked as a Client Service Associate at another independent Atlanta firm. Currently, Andrew is a Senior Financial Planning Assistant and works closely with Cathy, Julie and their teams to handle the pre- and post-meeting processes as well as preparing and updating clients’ financial plans.

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Cathy Miller Facilitates Society of International Business Fellows Event

Cathy Miller was an invited guest facilitator at a conference hosted by the Society of International Business Fellows (SIBF) at The Inn at Serenbe on March 18th. The session was designed to help attendees understand how to identify and plan for some of the typical financial challenges women face. They addressed some of the root causes of why women aren’t always involved partners in their financial lives including a lack of time, interest or financial knowledge. The group also discussed the top financial priorities women should be concerned with at different stages of life. Cathy helped lead a discussion of challenges women commonly face in understanding their financial “reality,” along with concrete steps all women can take to seize control of and alter that reality.

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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 management.to comprehensive wealth management.