Red Tortoise

George Chen is a CFA® charterholder with nine years of industry experience. He has worked at Red Tortoise, LLC since 2018 and previously at FDx Advisors from 2015 to 2018. Chen holds a Series 63 license and is based in Decatur, GA. Red Tortoise advises individuals, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, wealth management, financial planning, and investment consulting. The firm employs both fundamental and technical analysis to build client-specific portfolios, utilizing a range of instruments including equities, bonds, ETFs, and options, with ongoing monitoring and rebalancing.

Howard Fleming is a CFP®, CFA®, and Series 65 professional with 24 years of industry experience. He has been with Red Tortoise, LLC since 2019 and previously worked at SunTrust / Genspring Family Offices for 15 years. In addition to his advisory role, he also prepares individual tax returns on a part-time basis. Red Tortoise advises individuals, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, wealth management, financial planning, and investment consulting. The firm employs a blend of fundamental and technical analysis to create client-specific portfolios, primarily allocating across equities, mutual funds, ETFs, bonds, certificates of deposit, and options, with ongoing monitoring and rebalancing.

Rex Macey is a CFP® and CFA® with 22 years of industry experience. He has been with Red Tortoise, LLC since 2015 and holds Series 63 and Series 65 licenses. Red Tortoise advises individuals, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, wealth management, financial planning, and investment consulting. The firm uses both fundamental and technical analysis to build client-specific portfolios, primarily allocating to equities, mutual funds, ETFs, bonds, certificates of deposit, and options, with ongoing monitoring and rebalancing.

William McVay is a CFP® and ChFC® with 12 years of industry experience, currently serving at Red Tortoise, LLC since 2017. He is also the owner and managing member of RDK Strategies, LLC, and has been an Independent Trustee of the AdvisorShares ETF Trust since 2011. Red Tortoise advises individuals, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, wealth management, financial planning, and investment consulting. The firm utilizes a combination of fundamental and technical analysis to construct client-specific portfolios, primarily allocating to equities, mutual funds, ETFs, bonds, certificates of deposit, and options, with ongoing monitoring and rebalancing.