Advisors at this firm
Brenda C
Series 65
Augusta, GA
Money Advisors, Inc. DBA Century Investment Planning
Brenda Carroll is a financial advisor at Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA, with 17 years of industry experience. She holds a Series 65 designation and has worked at Baird & Company, CPAs since 1999. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, providing discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and employs a long-term, fundamental investment approach that emphasizes client-specific asset allocation and avoids market timing and non-investment grade securities.
John G
CFP®, Series 65
Augusta, GA
Money Advisors, Inc. DBA Century Investment Planning
John Gillion is a CFP® with 21 years of industry experience and is associated with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. He has been a partner at Baird & Company, CPAs since 1962, where he handles tax and financial matters. Money Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, limited liability companies, and retirement plans. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, managing approximately $53 million in discretionary assets for about 125 clients.
Sarah M
Series 65
Augusta, GA
Money Advisors, Inc. DBA Century Investment Planning
Sarah Masood is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and 17 years of industry experience. She has worked at Baird & Company, CPAs, LLC since 2007. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning. The firm manages approximately $53 million in discretionary assets and focuses on long-term fundamental analysis, client-specific asset allocation, and the use of multiple third-party research providers.
John G
Series 65
Augusta, GA
Money Advisors, Inc. DBA Century Investment Planning
John Gillion III is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning, holding a Series 65 designation and over 20 years of industry experience. He has worked at Maplevest Management since 2010 and McCurdy, Gillion & Associates LLLP since 2001. Outside of his advisory role, Gillion is active in multiple non-investment-related holding companies and serves as a licensed Certified Public Accountant and Certified Management Accountant. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plans, offering discretionary portfolio management and financial planning services. The firm emphasizes long-term, fundamental analysis and client-specific asset allocation, avoiding market timing and non-investment grade securities while favoring dividend-paying equities.
Eleonora G
Series 65
Augusta, GA
Money Advisors, Inc. DBA Century Investment Planning
Eleonora Gillion is a financial advisor with Money Advisors, Inc. d/b/a Century Investment Planning in Augusta, GA. She holds a Series 65 designation and has seven years of industry experience, having been with the firm since 2016. Money Advisors, Inc. serves individuals, trusts, estates, limited liability companies, and retirement plan accounts, offering discretionary portfolio management and financial planning services. The firm manages approximately $53 million in discretionary assets and emphasizes long-term, fundamental analysis with client-specific asset allocation, avoiding market timing and non-investment grade securities.