|Michael Bull, CCIM|
(404) 876-1640 x 101
|Bull Realty Inc|
Commercial Real Estate Asset and Occupancy Solutions.
Michael and his team of advisors at Bull Realty provide acquisition, disposition, leasing and advisory services. Advisor teams focus on one market sector to add value, efficiency and experience to client endeavors. Licensed in nine states and headquartered in Atlanta, the firm serves clients in the following sectors: office, retail, industrial , multifamily, student housing, medical, senior housing, land, hospitality, self-storage and single tenant net lease investment properties.Contact Michael Bull for a team designed to accomplish your mission.
|Randy is founder (1993) and President of Tanner, Ballew and Maloof (TBM). An Atlanta native, Randy has a BBA in Insurance and Risk Management from UGA and a Master of Insurance degree from GA State University. As an independent insurance agency, TBM represents a large variety of insurance companies on a contractual basis and can access many other companies through brokers as needed. We specialize in property and casualty insurance and risk management services for medium sized and larger businesses. Our focus is on size and needs of the business rather than given industries, and thus our clientele includes virtually all types of businesses.|
Our Private Client Group provides personal insurance solutions to select individuals as a complement to our commercial insurance offerings. This is a dedicated department specializing in advising and protecting the interests of affluent individuals and their families.
|Founded in 2009 in the crucible of the Great Recession, Vertical Capital Advisors LLC was created to elevate business owners and capital providers above the turmoil that disrupted every participant in the global economy. We are frequently engaged by business leaders to thoroughly assess their operation then develop and implement a plan to deliver the desired results efficiently and profitably. Most often, this involves developing an optimal capital stack – equity, debt and mezzanine capital – for the enterprise. And we are increasingly engaged by capital allocators to analyze single assets and entire portfolios to maximize the value of their investment.|
|Kevin is a principal member of BLB&M and since 1994 has represented businesses, business owners, and nonprofit organizations in a full range of transactions and corporate matters. Kevin regularly advises clients in the areas of mergers and acquisitions, debt and equity financing, business formations and structuring, corporate governance, commercial contracts, employment matters, data protection, risk management, and licensing of intellectual property. Kevin also represents authors in publishing agreements and licensing matters. Attorney advertising: Prior results do not guarantee a similar outcome.|
|Lisa Owen, RHU®|
Core Benefit Solutions
Core Benefit Solutions
Core Benefit Solutions is an employee benefits brokerage and HR outsourcing firm with a diverse portfolio of clients including but not exclusive to non-profit agencies, service and technology companies, manufacturing companies, law firms, and physician practices.
|Dennis Melde, ChFC|
|Fiducia, LLC & White Horse Advisors, LLCAs a founding partner and President of Fiducia, LLC, Dennis primarily directs initial and ongoing review and analysis of trusts and trust assets resulting in the mitigation of trustee’s risk and liability. Fiducia, LLC, also focuses on improving efficiency and cost effectiveness of trust assets to achieve the planning objectives of the grantor and the grantor’s estate. Dennis is also a cofounder and member of White Horse Advisors, LLC, which primarily provides comprehensive strategies and solutions for closely held business owners that aid in achieving exciting success. White Horse Advisors, LLC, also serves retirement plan trustees and committees to fulfill their fiduciary responsibilities in addition to providing investment advisory support.|
|Piedmont M & A AdvisorsPiedmont M & A Advisors is a mergers and acquisition advisory firm experienced in delivering successful results to our clients. Our dynamic professionals provide direction, access to capital markets and the intellectual horse power to drive our clients' objectives forward with proven expertise and integrity.|
James H. Goolsby
|James H. Goolsby is a financial professional at Morgan Stanley located in Atlanta, Georgia. James H. Goolsby holds an industry securities registration subject to FINRA oversight having passed securities examinations which include Series 63, Series 65, Series 7, Series 8. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.|
Looking for a local personal financial advisor located near Atlanta, Georgia? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Atlanta, Georgia. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.
Senior Business Banker and Vice President,
Business Banking Group
Member of The PNC Financial Services Group
620 Fontaine Road, SW
Mableton, Ga,, 30126
Office: (678) 398-5331
Mobile: (404) 309-9473
|PNC Bank, Member of The PNC Financial Services Group, offers clients a complete range of financial services including banking, lending, and trust and wealth management solutions. With over 20 years experience in commercial banking, Mervis has the expertise to provide customized solutions for your banking needs whether you are a professional, small or medium sized business.|
Jeffrey G. Olson, CPA, Partner
Carr, Riggs & Ingram, LLC
|Jeffrey Olson is a partner at Carr, Riggs & Ingram, LLC, bringing more than 30 years of business and public accounting experience to serve his clients in their diverse industries. In addition to accounting and audit, Jeff provides particular depth in areas that include business capital formation and finance, taxation and the real estate and construction industries.|
Jeff’s business advisory approach offers clients strategic guidance with a focus on creating value while creating clear, solid financial reports that assist business owners with explaining the story of their business to financial statement users. He has been a guest lecturer on SEC accounting and reporting topics, and was selected by the National Academy of Public Accounting Professionals (NAPAP) as a Georgia Top 10 Public Accounting Professional for both 2014 and 2015.
6190 Powers Ferry Road, Suite 500,
Atlanta, GA 30339
|At White Horse Advisors, Trey’s efforts are focused on advising clients and new business development. He specializes in working with closely held business owners to plan for their business exit, institutional and individual investors to design investment strategies to meet their needs in an efficient manner, and retirement plan sponsors to fulfill fiduciary responsibilities. Trey has spent more than fifteen years working with closely held businesses and assisting the owners with their needs. Prior to joining White Horse, Trey worked as a trust officer within the banking industry identifying and implementing solutions for clients including: deferred compensation plans, 401(k) plans, traditional pensions, and proprietary investment management strategies. He has provided solutions for organizations ranging from startup to several billion dollars in revenue|
Interested in discussing potentially becoming a member or being a guest or speaker? Contact Jeffrey Olson at firstname.lastname@example.org or 770-261-5437
Atlanta Leaders Group