With nearly three decades of experience, Jake has helped his clients successfully navigate various market environments and economic climates. Ultimately, Jake seeks to help put people in a continually better position by getting involved in managing their wealth. Jake believes that if his clients can establish a track record of making good financial decisions, they can dramatically improve their financial situation and net worth. He understands that what might make sense for one person may be inappropriate for others. Jake’s goal, however, is to help his clients make sound financial decisions. Jake works with high net worth individuals and families, many of whom initially believe this is a stock and bond or investment business. Jake is a seasoned Financial Advisor who started in the business in 1993 and became a partner in The 770 Group in 1998. Making a difference in his clients’ lives But Scott’s favorite thing to do is be a dad. He enjoys fishing, sports, travel and reading. Scott coaches youth basketball, and is an active golfer and soccer player. Scott and his wife, Sabrina, are the parents of two children, Perri and Jack. He began his career with Smith Barney and joined The 770 Group in 2008. Scott has been a Wealth Management Advisor since age 25. While he’s not sure he understood the concept, he remembers being blown away by what a dollar could turn into if it was allowed to grow. Scott bought his first stock, Advanced Micro Devices, at 10 years of age, after his fourth grade teacher explained compound interest. He is proud to be part of a practice that is large enough to allow each person to focus on a specific role. ![]() At The 770 Group, Scott works with clients to execute the financial and investment strategy that the team crafts for them after extensive information gathering and communication. He enjoys helping people pursue their retirement goals, send their children and grandchildren to college and build a legacy for the future. While there is much more to life than money, Scott finds it rewarding to see the freedom that a sound financial plan can provide. Scott is committed to continuous education in order to provide sound advice about shifting taxes, regulations and economic conditions. He is diligent about understanding his clients’ goals and concerns, and anticipating what risks could stand in the way of accomplishing those goals. Scott leads with financial planning, and he believes planning should guide investment strategies. His goal is to be their trusted advisor for the most important financial decisions in their life. Scott has a passion for his clients, their families and their financial well-being. Seeking to deliver the highest level of financial advice and client service Bill and Nancy have a daughter, Kathleen, and a son, William, who has worked on Bill’s team since 2019. She has met and spent time with many of Bill’s clients, which makes their experience more personal. Bill, his mother and son are all involved with InCommunity which focuses on providing housing, finding jobs in the community and furthering education for adults in the Atlanta area with developmental disabilities.īill has a wonderful wife in Nancy, who has always been supportive of him and his business. With the exception of a two-year stint at Bellsouth, it is all he has ever done-or ever wanted to do.īill has been involved in many charitable organizations during his life and sat on boards for the Atlanta Alliance for Developmental Disabilities, The Nobis foundation and others. ![]() Bill loves the financial services industry. ![]() They seek to advise people on every aspect of their financial lives, and to offer a rare level of service and attentiveness. In everything he does, Bill strives to do right by the client, including giving them advice that he hopes will help them sleep well at night.īill and his colleagues at The 770 Group design a comprehensive plan for each client before they make any investment recommendations. By taking the time to understand them, their families and their needs, he is able to offer highly personalized financial guidance. He considers most of his clients to be friends, and they say the same about him.īill’s genuine concern for others is apparent in his deep-dive approach to gathering information and getting to know his clients. Bill prides himself on his close relationships with the families he works with. His depth of wealth management experience allows him to offer skilled advice-and back it up with conviction. If this data is unavailable or inaccurate and you own or represent this business, click here for more information on how you may be able to correct it.As a financial advisor since 1987, Bill has helped his clients navigate every type of market environment and pursue the full range of financial goals. VIEW ADDITIONAL DATA Select from over 115 networks below to view available data about this business.
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