Open Menu TEAM MEET OUR TEAM Edge takes a team-based approach to helping our clients RealizeMORE™. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgment through years of experience. Our disciplined, diligent, and experienced team helps you attain your goals realistically and effectively. Click on any of the images below for complete biography and contact information. You can also view our team members by a specific location. ALL FINANCIAL ADVISORS CLIENT SERVICES TEAM STRATEGY TEAM WEALTH MANAGEMENT BUSINESS OPERATIONS ATLANTA, GA CHARLOTTE, NC DALLAS, TX LEXINGTON, KY TAMPA, FL NASHVILLE, TN Ava Arjmand, AWMA™ Vice President - Portfolio Manager Amanda Brady Director - Client Specialist Bretaigne Black Director - Client Specialist Ansel Davis Managing Director - Senior Financial Advisor Whit Davis Partner - Portfolio Manager Neal Deaton, CFP® Director - Portfolio Manager William DeButts Partner - Senior Financial Advisor Michelle Dickson Director - Client Specialist Ginger Dorsett Director - Client Specialist James Foster Managing Director - Head of Strategy Peek Garlington III Partner - Senior Financial Advisor Carter Grimes Analyst - Strategy Will Guthrie Financial Advisor Stephen Halkos, CFA Managing Director - Portfolio Manager Alex Hassan Analyst - Strategy AK Hendrix, CFP® Partner - Director of Financial Planning Harry Jones Managing Partner - Senior Financial Advisor Barrett Karvis Managing Director - Chief Operating Officer Brendan Keelan, CFA Director - Fixed Income Ann Claire Lathem Director - Client Specialist Elizabeth Mackie, CPA, CFP® Partner - Senior Financial Advisor Bill Maner Advisory Director Kendrick Mattox, CFA Partner - Senior Financial Advisor Nancy McFadden Vice President - Operations Associate Rebecca Montes Vice President - Client Specialist Jacobi Padgett, CIMA Director - Portfolio Manager Jimmy Patrick Partner - Senior Financial Advisor Nicole Pichon Vice President - Client Specialist Bert Rayle Partner - Senior Financial Advisor Paul Robertson Partner - Senior Financial Advisor Dennis Sabo, CFA Partner - Strategy Will Skeean, CFA Partner - Senior Financial Advisor Amy Tierney Director - Director of Operations Julia Zwicky Associate - Client Specialist KNOWLEDGE Edge prides itself on our loyal and knowledgeable staff. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgment through years of wealth management experience. Due to the extensive knowledge required to customize wealth management solutions, we also routinely promote and reinvest in our team’s continual pursuit of education, research, and analysis. DEDICATION Every Edge client is appointed a dedicated team who provides high-touch service and the personal attention paramount in delivering sophisticated, successful financial solutions. COMMUNITY INVOLVEMENT Individuals with serious wealth understand the benefit of philanthropy. We at Edge share that philosophy. As both a firm and as individuals, we focus on bettering our communities via active participation and charitable donations. FOLLOW US: TERMS OF USE PRIVACY NOTICE IMPORTANT DISCLOSURES Contact Corporate Headquarters (Atlanta) 3333 Riverwood Parkway Suite 350 Atlanta, GA 30339 Main Phone: 404-890-7707 info@edgecappartners.com Learn about careers at Edge COPYRIGHT © 2021 EDGE CAPITAL. ALL RIGHTS RESERVED.