Team

Robert R. Franskousky is a Managing Principal and Wealth Advisor for the “Private Wealth” practice group. He has over 30 years of wealth management and executive banking experience with prominent financial firms including,...

Bill Grant began his career in 1998 in the financial industry as a Wealth Advisor. In 1999 he was promoted to management working with prominent firms including AXA, National Life, Prudential and Synovus Securities. Bill holds his...

Alan has over 19 years experience in the financial services industry. He began his career with Primerica Financial Services and has worked for other prominent financial services companies such as National Financial Services, Prudential...

Leisa Athey began her career as a Commercial Lines Underwriter with Travelers Insurance Company in 1979. In 1990 she worked as a Property and Casualty Insurance Agent with Prudential Insurance Company. After raising her two daughters...

James Franskousky has nearly 20 years of wealth management and executive banking experience with prominent financial firms including, Bernstein Global Wealth Management, Bank of New York Mellon Corporation, and JPMorgan Private Bank....

Stan began his career in 1982 as a Registered Representative working with individual investors at several firms until the early 2000's. At that time, Stan founded Market Timing Services, a registered investment advisory firm. In...