Broad Street Capital Advisors, LLC

Description

Address: 1550 Timothy Rd #102, Athens, GA 30606 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (706) 208-1166Place name: Website: : Category: : : : : : Website: https://fintrustadvisors.com/welcome-to-broadstreet-fintrust-capital-advisors/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Broadstreet FinTrust Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Broadstreet FinTrust Capital Advisors Unable to add this file. Please check that it is a valid photo. "FinTrust Capital Advisors is a Southeastern based financial services firm specializing in personal wealth management and corporate and institutional services. Locations in: Greenville, SC; Athens, GA; Anderson, SC; Charleston, SC; Macon, GA. Our...More "FinTrust Capital Advisors is a Southeastern based financial services firm specializing in personal wealth management and corporate and institutional services. Locations in: Greenville, SC; Athens, GA; Anderson, SC; Charleston, SC; Macon, GA. Our mission is to deliver financial peace of mind with unequaled confidence and conviction. Our Personal Wealth Management services include: Investment Management, Strategic Planning & Other Services. Our Corporate and Institutional Services include: Investment Management Fiduciary and Institutional Consulting Retirement Plan Consulting Research and Capital Markets."

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Broad Street Capital Advisors, LLC Employees

Employee
Years
Job
Industry
Amy Eifrid Amy Eifrid Jefferson, Georgia Details
Amy Eifrid's Broad Street Capital Advisors, LLC Experience April 2013 - January 2015
Job Physician Recruitment
Industry Human Resources
Experience
Northeast Georgia Health System  March 2015 - Present
Broad Street Capital Advisors, LLC   April 2013 - January 2015
My Pain Clinic   May 2011 - March 2013
McIntosh State Bank  May 2010 - August 2010
Wells Fargo  August 2006 - February 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, Office Administration, Teller Operations, Banking, Health Insurance, Customer Service, Outlook, EMR, Oracle CRM, Constant Contact, Website Management, InvestCloud, Inc., Fidelity Investments, WebEx, Advisor Briefcase

Education
Ashford University   2011 — 2014
Bachelor's Degree, Human Resources Management and Minor in Finance

Ashford University   2008 — 2010
Associate of Arts (A.A.), Business

Ashford University
Master of Business Administration (M.B.A.)

Brian Ott Brian Ott Suwanee, Georgia Details
Brian Ott's Broad Street Capital Advisors, LLC Experience July 2011 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Broad Street Capital Advisors, LLC   July 2011 - December 2013
EMPOWER Retirement  September 2005 - June 2011
John Hancock Life Insurance Company (U.S.A.)   March 2003 - August 2005

Education
University of Iowa   1991 — 1995
Bachelor of Arts, Economics

Stephanie Hunt, AIF® Stephanie Hunt, AIF® Athens, Georgia Area Details
Stephanie Hunt, AIF®'s Broad Street Capital Advisors, LLC Experience 2004 - 2007
Job VP, Retirement Plan Marketing at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management  May 2013 - Present
Greenspring Wealth Management  April 2011 - May 2013
The (k)larity Group   January 2008 - April 2011
Broad Street Capital Advisors, LLC   2004 - 2007
Banc of America Advisors, LLC   January 1999 - January 2003
Bank of America  January 2000 - January 2002
Bank of America  January 1999 - January 2000

Skills
Retirement, Investments, Series 65, Retirement Planning, Asset Allocation, Mutual Funds, Series 7, Employee Benefits, Securities, 401k, Series 63, Financial Services

Education
Georgia Southern University   1995 — 1999
Bachelor of Business Administration, Finance - Cum Laude

Pat Sheridan AIF® Pat Sheridan AIF® Athens, Georgia Details
Pat Sheridan AIF®'s Broad Street Capital Advisors, LLC Experience April 2006 - Present
Job CEO at Broad Street Capital Advisors, LLC
Industry Investment Management
Experience
Broad Street Capital Advisors, LLC   April 2006 - Present
Wealth Management Group  January 1997 - April 2006
Smith Barney Inc  1984 - 1997
Smith Barney  1984 - 1995

Skills
Asset Allocation, Financial Advisory, Investment Banking, Retirement, Series 7, Mutual Funds, 401k, Management Consulting, Series 63, Alternative Investments, Executive Management, Investment Advisory, Wealth Management, Retirement Planning, Investments, Securities, Asset Management

Education
The University of Georgia   1974 — 1978
Economics

James Bozman James Bozman Athens, Georgia Area Details
James Bozman's Broad Street Capital Advisors, LLC Experience 1997 - Present
Job Principal at Broad Street Capital Advisors, LLC
Industry Financial Services
Experience
Broad Street Capital Advisors, LLC   1997 - Present
Salomon Smith Barney  1987 - 1996

Skills
401k, Advisor Recruiting, Asset Allocation, Retirement, Investments, Retirement Planning, Executive Management, Series 7, Mutual Funds, Wealth Management, Pensions, ERISA

Education
Brenau University   1992 — 1993
Bachelor’s Degree, Bachelor of Science

The University of Georgia   1969 — 1973

Erin Repac Erin Repac Athens, Georgia Details
Erin Repac's Broad Street Capital Advisors, LLC Experience January 2006 - Present
Job Private Wealth Consultant
Industry Investment Management
Experience
Broad Street Capital Advisors, LLC   January 2006 - Present

Skills
Microsoft Office, Customer Service, Event Planning, Retirement Planning, Social Media, Wealth Management, Strategic Planning

Education
The University of Georgia   1996 — 2000
Bachelor of Science, Health Promotion and Human Behavior

Amy Parrish Amy Parrish Athens, Georgia Area Details
Amy Parrish's Broad Street Capital Advisors, LLC Experience April 2008 - May 2015
Job Wealth Advisor with 23 years of experience
Industry Financial Services
Experience
Partner, Wealth Advisor at Highland Trust Partners LLC   June 2015 - Present
Broad Street Capital Advisors, LLC   April 2008 - May 2015
Wachovia Securities  April 1992 - April 2008

Skills
Wealth Management..., Retirement Planning, Investment Advisory, 401k, Estate Planning, Strategic Financial..., Charitable Gift Planning, Insurance, Life Transitions, Public Speaking, Wealth Management, Financial Advisory, Leadership

Education
The University of Georgia   1987 — 1991
Bachelor of Arts, Policital Science, Global Policy Studies

Ali Dyson Dudley Ali Dyson Dudley Athens, Georgia Area Details
Ali Dyson Dudley's Broad Street Capital Advisors, LLC Experience January 2015 - Present
Job Manager, Corporate Retirement Plan Consulting at Broad Street Capital Advisors, LLC
Industry Financial Services
Experience
Broad Street Capital Advisors, LLC   January 2015 - Present
Broad Street Capital Advisors, LLC   January 2013 - January 2015
Broad Street Capital Advisors, LLC   January 2012 - January 2013
Broad Street Capital Advisors, LLC   April 2011 - January 2012
University of Georgia  May 2008 - April 2011
Alpha Delta Pi Sorority  January 2010 - December 2010

Skills
Retirement Plan..., Qualified Retirement..., 401k, Customer Service, Social Media Marketing, Marketing, Microsoft Excel, PowerPoint, Social Media, Facebook, Microsoft Office, Investments, Fundraising, Microsoft Word, Access, Research, YouTube, Public Relations, Social Networking, Blogging, Teamwork, Portfolio Management

Education
The University of Georgia   2007 — 2011
Bachelor of Science (B.S.), Finance

Global LEAD Study Abroad Program - Greece
Leadership & Service Learning

The University of Georgia: European Garden Tour
Art and Gardens of Europe

Robert Thiesen Robert Thiesen Ladys Island, South Carolina Details
Robert Thiesen's Broad Street Capital Advisors, LLC Experience September 2008 - May 2009
Job Business Intelligence & Analytics
Industry Defense & Space
Experience
Atlas Executive Consulting, LLC  June 2010 - Present
Fidelis Advising   July 2010 - June 2011
The College of Saint Rose  September 2009 - May 2010
Broad Street Capital Advisors, LLC   September 2008 - May 2009
United States marine Corps  October 2001 - July 2007

Education
The College of Saint Rose   2009 — 2010
MBA, Business Administration

The University of Georgia   2007 — 2009
BBA, Finance

Chris Weekley, CRPS Chris Weekley, CRPS Greater Atlanta Area Details
Chris Weekley, CRPS's Broad Street Capital Advisors, LLC Experience August 2009 - June 2011
Job Retirement Plan Consultant Standard Retirement Services
Industry Financial Services
Experience
Standard Insurance Company  June 2011 - Present
Broad Street Capital Advisors, LLC   August 2009 - June 2011
The Hartford  2007 - 2009
Transamerica Retirement Services  2003 - 2007

Skills
Retirement Planning, 401k, Retirement

Education
The University of Georgia   1999 — 2003
BBA, Risk Management & Insurance

University of Georgia - Terry College of Business   1999 — 2003
Risk Management & Insurance

Amanda Freeman Amanda Freeman Greater Atlanta Area Details
Amanda Freeman's Broad Street Capital Advisors, LLC Experience June 2010 - December 2010
Job Sr. Loan Processor at Renasant Bank
Industry Financial Services
Experience
Renasant Bank  November 2014 - Present
Guaranteed Rate  March 2014 - November 2014
Phase 3 Marketing & Communications  January 2014 - March 2014
Bank of America  March 2013 - December 2013
AmeriSave Mortgage Corporation  October 2011 - March 2013
Broad Street Capital Advisors, LLC   June 2010 - December 2010

Skills
Insurance, Retirement Planning, Estate Planning, Investments, Financial Planners, Strategic Financial..., Mortgage Lending, Loans, Series 7, Wealth Management

Education
The University of Georgia   2008 — 2010
Bachelor of Science (BS), Family Financial Planning, 3.78