Holcombe Financial, Inc.

Sarah Lee is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials with over nine years of industry experience. She previously worked at Balentine LLC from 2015 to 2017 before joining Holcombe Financial. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm manages approximately $379 million in client assets and employs a long-term, diversified investment approach that includes mutual funds, ETFs, bonds, stocks, and real estate, as well as the use of Separate Account Managers and model portfolios when appropriate.

Alexander Johnson is a financial advisor at Holcombe Financial, Inc. in Atlanta, GA, holding a Series 65 designation. He has two years of industry experience, including prior roles at Reicon Capital and Fusion Connect. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a generally long-term, diversified investment approach and manages both discretionary and non-discretionary client assets totaling approximately $379 million.

Russell Holcombe is a CFP® professional with 21 years of experience in financial advising. He has been with Holcombe Financial, Inc. since 2003. Outside of his advisory work, he is a licensed real estate broker involved in buying and selling real estate. Holcombe Financial, Inc. provides financial planning, discretionary portfolio management, and consulting services to individuals, retirement plans, trusts, and pooled investment vehicles. The firm employs a long-term, diversified investment approach and manages approximately $379 million in client assets.