Advisors at this firm
Kathryn E
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Kathryn Edmunds is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. She has worked with The Renn Wealth Management Group since 2002 and Raymond James Financial Services since 2000. In addition to her advisory role, she is a licensed insurance agent assisting clients with non-variable insurance needs. The Renn Wealth Management Group, Inc. provides portfolio management and fee-based financial planning primarily to individual and high-net-worth clients, as well as business owners, trusts, and retirement plans. The firm employs an institutional investment process using capital markets assumptions, asset allocation optimization, and relative-strength analysis, and accesses third-party managers through Raymond James platforms.
Patrick R
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA, holding a Series 63 designation and over 55 years of industry experience. He has worked with Bisys since 2003 and Raymond James Financial Services since 1975. Outside of advising, Renn is involved with nonprofit organizations such as the Alliance for Christian Media, where he serves as Endowment Chair, and he is also the author of the book *Finding Your Money's Greater Purpose*. The Renn Wealth Management Group provides portfolio management and fee-based financial planning primarily to individual and high-net-worth clients, business owners, trusts, and retirement plans. The firm employs an institutional investment process incorporating capital markets assumptions, asset allocation optimization, and relative-strength analysis, utilizing Raymond James platforms and third-party sub-advisers to tailor portfolios to client objectives.