Atlanta
Atlanta Office
4343 Shallowford Road
Suite 220
Marietta, GA 30062
Phone: (404) 760-2332
Mon-Fri: 8:00 AM - 5:00 PM
Steven Howell, CFP®, ChFC®
Managing Partner - Atlanta, GA
Upon graduating from Texas A&M University in 1997 with a Bachelor of Business Administration in Finance and Accounting, Steve Howell began his career with Equitable Advisors and has served clients for nearly three decades. In addition...
Bruce Weinstein
Partner - Atlanta, GA
I bring over 50 years of experience to my clients, specializing in the use of life insurance and investment products for estate, business, retirement, and charitable planning. He maintains the professional designation of Chartered...