Broad Street Capital Advisors, LLC
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 "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."
Broad Street Capital Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Broad Street Capital Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Broad Street Capital Advisors, LLC Employees
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.)
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
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
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
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
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
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
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
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
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
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