Tag: Atlanta Financial Associates

Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

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AFA Gives Back to the Atlanta Community

Atlanta Financial recently donated $1,000 worth of Girl Scout cookies to medical first responders to assist both the local front line medical workers and a great cause, Girl Scouts, which has been impacted so severely by the coronavirus pandemic.

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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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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.

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