This September, Atlanta-based Financial Advisor, M. Blake Miller celebrates his fifth anniversary with financial services firm Ashford Advisors. Blake Miller joined Ashford Advisors in 2014 with a focus on empowering his clients to reach their personal financial goals. Mr. Miller has specialized in helping young doctors, athletes, and professionals by creating personalized and comprehensive strategies designed to organize their cash flow, protect what matters and build wealth for the future.
This ticketed event gives guests a chance to sample wine, beer and bites from popular Dunwoody establishments. Dunwoody, GA – September 9, 2019 – The City of Dunwoody Parks & Recreation Department will hold the 3rd annual Wine Stroll from 2 to 6 p.m. on Saturday, September 21 at Pernoshal Park, 4575 N. Shallowford Road. Guests can buy a $25 wristband in advance online or at the event to sample wine, beer and bites from popular Dunwoody restaurants and bars.“We started the Wine Stroll three years ago
Lisa M. Arnold, MBA, ChFC® and Nancy Du, MBA, RICP® of Ashford Advisors have been recognized as two of NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2019 Top Female Advisors. This is Lisa’s fourth year and Nancy’s first year awarded. The NAIFA-Atlanta’s Top Female Advisors award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Recipients are
R. Bryant Moore, CLU®, ChFC® of Ashford Advisors has been recognized as one of NAIFA (National Association of Insurance and Financial Advisors) Alabama’s 2019 Top Advisors. NAIFA-Alabama’s Top Advisor award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Bryant Moore lives to serve others, striving to make a positive difference in their lives and build a better future.
Ashford Advisors’ Managing Partners, David B. Allen, CLU®, ChFC®, George H. Moore, CLU®, ChFC®, and V. Thomas Purcell, CLU®, ChFC® are honorees of two GAMA International Leadership Awards, the Master Agency Award (MAA) and the Diamond International Management Award (IMA). These awards recognize excellence in traditional and contemporary field management. Ashford Managing Partners are distinguished for their supervisory of the agency and production in 2018. “Guardian congratulates its leaders for their
Mid-June signifies a milestone anniversary for Atlanta-based Financial Representative, Mark O. Matia. Beginning in 1984, Mr. Mathia has built a successful career helping clients save for the future and protect what’s most important to them. Mark Matia knows first-hand the impact that a severe disability can have on a career. Experiencing an illness that prevented him from working for more than five years, Mr. Matia understands that a disability can change your life and your career, and is passionate
Gainesville Financial Advisor, Britton Adams, ChFC®, CExPTM celebrates a milestone anniversary this month. Whether he is helping his clients to achieve the goals they have for their lives or giving back to his local community, Britton Adams invests in relationships. Britton Adams joined Ashford Advisors in 2004. While based in Gainesville, Georgia, Mr. Adams works with business owners and professionals across the country. His strength lies in simplifying the process for his clients, educating them on
Annually, the National Association of Insurance and Financial Advisors – NAIFA-Atlanta identifies the top forty advisors in the metro area under the age of forty. Ashford Advisors is pleased to announce eight 2019 designees, including: Britton D. Adams, ChFC®, Lisa M. Arnold, MBA, ChFC®, Elie E. Engler, ChFC®, CFP®, W. Edward Inman, ChFC®, CFP®, Joshua M. Ketchie, CPA, CFP®, ChFC®, Andrew C. Matthieson, Michael Palmer, and Reagan H. Wolfe, ChFC®, CLU®. Recipients of NAIFA-Atlanta’s Top Advisors Under 40
Guardian honored and recognized Ashford Advisors Atlanta Managing Director, Jason D. Huggins, CLF® in Grapevine, Texas at the Celebration of Excellence banquet during the LAMP conference on March 18, 2019. Jason Huggins was awarded the prestigious Brian H. Early Frontline Excellence Award for his vital contributions to the growth of Ashford Advisors in 2018. This financial services industry honor recognizes superior frontline leaders who have shown exemplary performance and are directly responsible for a
March marks a milestone anniversary for Atlanta Brokerage Manager, Daniel A. Taylor, CLU®, ChFC®, CFP®. Daniel Taylor joined Ashford Advisors in 2009, following in the footsteps of his father, Leonard B. Taylor, former General Agent of the firm. From a family who experienced the importance of proper protection, Mr. Taylor brings a passion and purpose to his role each day. Over the past decade, Mr. Taylor has grown Ashford’s brokerage business and served broker agents in Georgia, North Carolina, and South
On January 31st, Ashford Advisors held its annual Awards Dinner in the Grand Ballroom at the Dunwoody Country Club celebrating the accomplishments of associates and the firm. This year’s noteworthy accomplishments are as follows: Ashford Advisors reported a record year of production and lives protected in 2018.Eleven representatives qualified for Guardian’s highest honors. Matthew G. Lipscomb, CLU®, ChFC® qualified for one of Guardian’s most prestigious awards, President’s Council along with Elie E.
The month of February marks a milestone anniversary for Atlanta, Investment Specialist, W. Edward Inman, Jr., ChFC®, CFP®. Over the past decade, Mr. Inman has helped hundreds of families, business owners and foundations become more financially organized, better protected and well positioned to build wealth. Edward Inman joined Ashford Advisors in 2009 after first-hand experience as a client of the firm. Shortly after, he joined the investment team to provide specialized service to other advisors of the
This January marks a milestone anniversary for our Vidalia Financial Advisor, Charles “Mac” Jordan, CLU®, ChFC®, CAP®. Mr. Jordan celebrates his 15th year with Ashford Advisors. With over thirty years in the industry, he has focused on helping business owners and professionals get financially organized and implement business strategies for short and long-term goals. Mac Jordan joined The Guardian Life Insurance of America® in the Vidalia Office of Ashford Advisors in 2004, after fourteen years with
January 1, 2018, marks the one-year anniversary of the merger of Ashford Advisors’ Memphis agency, formerly Chartwell Financial Group. The strategic partnership was designed to combine the success and strengths of the two organizations under one name. Over the past year, the Memphis agency has continued to serve the community as a trusted resource for financial services and wealth management. General Agent and Managing Partner of the Memphis agency of Ashford Advisors, George H. Moore, ChFC®, CLU® shared,
Ashford Advisors’ Memphis Investment Specialist, Paul H. Barlow, and Managing Partner, George H. Moore, ChFC®, CLU® have been recognized as 2018 Five Star Wealth Managers, a third year for George Moore. Five Star Professional awarded the top Memphis area wealth managers who provide quality services to their clients. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research
On October 16, 2018, R. Bryant Moore, ChFC®, CLU® celebrates his 15th with Ashford Advisors. Mr. Moore lives to serve others and invests in the relationships he builds with clients and within his community. Bryant Moore joined The Guardian Life Insurance of America® in the Birmingham Office of Ashford Advisors in 2003, following in the footsteps of his father who spent over forty years in the industry. Mr. Moore brings a holistic approach to finance, focusing on simplifying the process of getting
Ashford Advisors representatives Peter E. Bourg, Elie E. Engler, ChFC®, CFP®, Michael J. Ghioto, CFP®, RICP®, Matthew G. Lipscomb, CLU®, ChFC®, and William R. Mumpower, CLU®, CFP®, RICP® have been recognized as 2018 Five Star Wealth Managers. Five Star Professional awarded the top 4% of Atlanta area wealth managers who are committed to excellence. This is the seventh consecutive year for both Lipscomb and Mumpower and the fourth consecutive for Engler and Ghioto. The Five Star Wealth Manager award program
October 1, 2018 marks a milestone anniversary for Memphis Financial Advisor, David Earhart. He has spent the last three decades committed to enhancing the lives of his clients and bettering his community. After spending just over a decade working with the Tennessee Valley Authority, Mr. Earhart joined The Guardian Life Insurance of America® as a Financial Representative in 1988. He moved to Memphis to serve as a Career Development Supervisor in 1995 and has earned the distinction of being the
The month of October marks a milestone anniversary for Lee Evans of the Ashford Advisors Vidalia office. Over the past decade, Mr. Evans has enriched the lives of the people in his community and focused on providing tools that lead clients to financial independence. Lee Evans joined Ashford Advisors in 2008 as a former client of several years. He saw great value and benefit in Ashford’s comprehensive approach to financial services. Today, he works with business owners, families, and individuals who are
Lisa M. Arnold, MBA, ChFC® of Ashford Advisors has been recognized as one of NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Female Advisors. Lisa is a third-year recipient of the Top Female Advisors of NAIFA-Atlanta award. The NAIFA-Atlanta’s Top Female Advisors award is based on an annual evaluation on excellence and achievement in the Insurance and Financial Services field based on production, years in the business, and community involvement. Recipients are
Ashford Advisors is pleased to announce Howard C. Busbey, Sr. was inducted into Guardian’s Hall of Fame at the May Leaders Club Conference in Washington, D.C. Mr. Busbey entered the industry in 1952, was called to active duty with the Navy during the Korean War, then returned to serve his clients for 41 years before retiring. He joins two former Ashford Advisors associates John B. Jackson, Jr. and James P. Poole in the Hall of Fame. CEO, Tom Purcell remarked, “Mr. Busbey had a remarkable impact on our