Advisors at this firm
Cristie D
Series 65
Valdosta, GA
UL Wealth LLC
Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining UL Wealth, she worked at Prime Properties Services LLC for eight years and was employed at Valwood School for two years. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm focuses on discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios with an emphasis on ETFs and diversified strategies tailored to client objectives.
Thomas W
Series 65
Valdosta, GA
UL Wealth LLC
Thomas Walker is a financial advisor at UL Wealth LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at S&J Water Residual, Griffin Chrysler Dodge, and Fisherman Inc. outside the financial sector. UL Wealth LLC serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.
Michael B
Series 65
Valdosta, GA
UL Wealth LLC
Michael Browning is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2020, he worked for Vulcan Steel for 20 years. Outside of advising, he serves as president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has operated since 1994. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and consulting services, focusing on tailored portfolios that emphasize ETFs and diversified strategies.
Matthew P
Series 65
Valdosta, GA
UL Wealth LLC
Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.