Veracity Capital LLC

Michael Mess is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and The Ayco Company LP. Outside of his advisory role, Mess is involved in e-commerce through Sandpiper Exchange LLC and is a partner in MJ Ventures, a real estate investment partnership focused on residential properties. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes a custom, long-term investment approach using a range of strategies and tools, including mutual funds, ETFs, individual equities, fixed income, and option overlay strategies.

Chandler Warren is a financial advisor at Veracity Capital LLC based in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at 49 Financial and Purshe Kaplan Sterling Investments. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using mutual funds, ETFs, individual equities, fixed income, and various analytical methods, while also offering estate-planning facilitation and ERISA 3(21) fiduciary services.

Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Kevin Boutwell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veracity Capital LLC. His prior experience includes roles at Veracity Capital Tax Advisors, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach using a range of asset types and analytic methods, and offers affiliated tax and insurance services.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, LP for 11 years and F3 Logic, LLC for one year. In addition to his advisory role, he is a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a variety of asset classes and analytical methods, supplemented by affiliated insurance and tax advisory services.

Clayton Liscom is a CFA® charterholder with 30 years of industry experience. He has been with Veracity Capital LLC since 2018 and previously worked at F3 Logic and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, and offers additional services including estate-planning facilitation and ERISA 3(21) fiduciary services.

Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Veracity Capital in 2019, he worked at F3 Logic, Nuveen Securities, LPL Financial, and The AYCO Company. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing a range of strategies including mutual funds, ETFs, individual equities, and fixed income, and offers additional services such as estate-planning facilitation and ERISA 3(21) fiduciary support.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

John Rogers is a financial advisor with Veracity Capital LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, and Compass Securities Corporation. In addition to his advisory role, Rogers is involved in tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, custom-driven investment approach that incorporates various analytical methods and offers a range of portfolio management options including the use of outside managers and option overlay strategies.