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Top 30 financial advisors of 153 near 36867
Out of 400,000+ nationwide
Theresa M
Series 66
Columbus, GA
Edward Jones
Gina H
Series 66
Columbus, GA
Merrill
Gina Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on building enduring relationships with individuals, families, and small businesses by providing personalized wealth management strategies. Gina's expertise includes financial planning strategies with concentrations in life insurance, annuities, and long-term care, and she assists clients in areas such as college education planning, corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gina holds a Bachelor of Business Administration in Finance from Columbus State University, a Master of Science in Personal Financial Planning from the College for Financial Planning earned in 2016, and a Doctorate in Personal Financial Planning from Kansas State University, completed in December 2023. She is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Gina is a member of the Greater Columbus Chamber of Commerce. A native of Harris County, Georgia, Gina resides in Hamilton, Georgia with her husband, Bryan, and their three children. She devotes a significant amount of time to community involvement and fundraising activities, participating with organizations such as the American Cancer Society, Columbus Georgia Lean-In Circle, Columbus Georgia Young Professionals, and Historic Columbus.
Rembert H
Series 63, Series 65
Columbus, GA
Merrill
Rembert Houser is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill and banking solutions from Bank of America to address changing market conditions. Rembert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Georgia. Committed to community involvement, he participates in local volunteer organizations aligned with Merrill's tradition of service.
Ismael E
Series 66
Columbus, GA
Edward Jones
Alexander B
Series 66
Columbus, GA
Merrill
Alexander Ballard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of The Morris Hancock Hall Group, which has been recognized on the Forbes/SHOOK Best-In-State Wealth Management Teams list for three consecutive years. Alexander's expertise includes college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both his Bachelor's Degree and Master's of Business Administration (MBA) from Samford University. Alexander is involved with St. Andrews Presbyterian Church.
David D
Series 66
Phenix City, AL
Edward Jones
Jason K
Series 63, Series 65
Columbus, GA
Merrill
Jason Kelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse range of clients including individuals, businesses, endowments, foundations, and non-profits, providing services related to retirement planning, investment consulting, and wealth management. He focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. With over 40 years of combined experience from the Houser Kelly Group, Jason and his team emphasize understanding the unique economic and life situations of each client. Their expertise covers divorce transition planning, institutional investment consulting, services for defined benefit and defined contribution plans, managing new wealth, and retirement income planning. Jason holds a Bachelor’s Degree from Columbus State University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jason engages in various personal interests such as baseball, basketball, fishing, football, golfing, tennis, traveling, and spending time with his family.
David H
Series 66
Columbus, GA
Merrill
David Hancock is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. Based in Columbus, Georgia, David provides financial guidance to business owners, entrepreneurs, retirees, and affluent families, helping them address various aspects of their financial lives. He collaborates with clients to articulate their personal, professional, and charitable priorities, focusing on retirement income and cash flow modeling, tax minimization strategies, estate planning, generational wealth transfer, and concentrated stock strategies. David works closely with clients’ attorneys and accountants to develop comprehensive wealth management plans. David holds a Bachelor’s Degree in Accounting from Samford University’s Brock School of Business. Prior to joining Merrill Lynch, he worked as a Certified Public Accountant at PricewaterhouseCoopers. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David is a member of The Morris Hancock Hall Group, which has been recognized among Forbes’ “Best-in-State Wealth Management Teams” multiple times, and he has been named to several Forbes and Financial Planning industry lists acknowledging his professional contributions. David and his wife, Halley, live in Columbus with their four children. He is an active member of CrossPointe Church and serves on the boards of Lantern Vision and Clement Arts. In his personal time, David enjoys reading, tennis, and spending time with his family.
Archie M
Series 63, Series 65, Series 66
Columbus, GA
Merrill
Archie Morris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to provide retirement and wealth management planning services. Archie and his team utilize the resources of Merrill and Bank of America to create solutions tailored to each client's unique financial situation, maintaining a long-term advisory relationship as clients' lives and circumstances evolve. Archie graduated from Samford University in 2015 with a Bachelor's Degree in Finance. Prior to joining Merrill, he worked as a consultant to financial institutions and later as an associate underwriting and facilitating merger and acquisition deals in the healthcare industry. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. Outside of his professional role, Archie spends time investing in his community and with his family in Columbus, Georgia. His personal interests include camping, music, rock climbing, skiing, tennis, and spending time with his family.
Averett F
Series 66
Columbus, GA
Merrill
Averett Flory is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in managing their financial lives with clarity and ease, helping them pursue their long-term financial goals through personalized wealth management strategies. Averett focuses on areas including college education planning, family wealth management, legacy planning, liquidity management, retirement income, and services for endowments, foundations, and non-profits. Averett draws inspiration from his father, who is a senior partner on their team, and has seen firsthand the positive impact effective financial advising can have on clients. He holds a Bachelor's Degree from the University of Georgia and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). Averett is fluent in English, Russian, Portuguese, and Spanish. Outside of work, he engages in activities such as antiquing, boating, camping, fishing, gardening, music, reading, skiing, spending time with family, and traveling. He also participates in community volunteering in line with Merrill’s tradition of service.
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Top 30 financial advisors of 153 near 36867
Out of 400,000+ nationwide