Advisors at this firm
Stacy B
Series 63, Series 66
Valdosta, GA
Bush Wealth Management
Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.
Matthew C
Series 65
Valdosta, GA
Bush Wealth Management
Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.
Aaron T
Series 65
Valdosta, GA
Bush Wealth Management
Aaron Taylor is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Southwest Georgia Bank / The First, ANBA from 2018 to 2022 and has been with Bush Wealth Management since 2017. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets, utilizing a range of investment strategies including mutual funds, ETFs, individual equities, and fixed-income instruments.
Courtney G
Series 66
Valdosta, GA
Bush Wealth Management
Courtney Gooding is a financial advisor at Bush Wealth Management in Valdosta, GA, with eight years of industry experience. She holds the Series 66 designation and has worked at Bush Wealth Management since 2017, including a prior stint from 2017 to 2019, as well as at LPL Financial and Southeastern Credit Union. Outside of her advisory role, she serves as Vice President of Park Terrace Properties, where she is involved in strategic planning and property design. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, and individual securities.
Bradley B
CFP®, Series 66
Valdosta, GA
Bush Wealth Management
Bradley Bayless is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Bush Wealth Management, where he has worked since 2024. His prior experience includes roles at The Swan Agency, Inc., Horace Mann Investors, Horace Mann Companies, and Financial Solutions for Educators. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary portfolio management and financial planning. The firm manages approximately $213 million in assets, utilizing mutual funds, ETFs, individual equities, and fixed-income instruments within discretionary asset-allocation models.
Stanley P
Series 66
Valdosta, GA
Bush Wealth Management
Stanley Patrick Jr. is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial from 2014 to 2019 and has been with Bush Wealth Management since 2013. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies, including mutual funds, ETFs, individual equities, fixed-income instruments, and access to specialized funds.