Lanier Financial Group LLC

Lewis Scruggs is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Synovus Bank and Synovus Securities Inc. from 1998 to 2023. Scruggs is also a licensed independent insurance agent involved in insurance sales. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and employs various analysis techniques across multiple investment strategies.

Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.

Leah Ruark is a financial advisor at Lanier Financial Group LLC with 24 years of industry experience. She holds the Series 66 designation and has worked extensively with Synovus Bank and Synovus Securities, Inc. Leah is also a licensed independent insurance agent. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals, risk tolerance, tax status, liquidity needs, and investment history, utilizing fundamental, technical, and cyclical analysis across multiple strategies.

Jason Jacobs is a financial advisor at Lanier Financial Group LLC with one year of industry experience. He holds a Series 65 credential and has been involved in a retail business, Catherine Jacobs, LLC, where he serves as CFO. In addition, he works as a technical analyst for the University of Georgia Athletic Association, focusing on baseball games. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis across a range of investment strategies.

Nathan Hriczo is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Lanier Financial Group since 2011. Outside of his advisory role, he is involved with Peach Capital Management LLC, a private investment company where he performs portfolio management services on a limited basis. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals and employs a variety of investment strategies using diverse instruments including stocks, bonds, ETFs, and derivatives when appropriate.

David Miller is a financial advisor at Lanier Financial Group LLC in Athens, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Lanier Financial Group, he worked at Pathwise CPA Group, DMM Capital, and Rhodes, Young, Black, and Duncan. Outside of his advisory role, he is involved with KDM Realty, LLC, a business unrelated to investments. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm tailors portfolios based on client goals, risk tolerance, and other factors, employing a range of investment strategies across multiple asset classes.