Wealthspan Financial Group

Description

Address: 4411 Suwanee Dam Rd #560, Suwanee, GA 30024 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (770) 395-0800: : Place name: : : : : Website: Category: Category: Financial consultant 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.Add missing informationAdd website 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 WealthSpan Financial Group Posting publicly on the Web Write a review Reviews Be the first to review

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Wealthspan Financial Group Employees

Employee
Years
Job
Industry
Jeffrey C. Morris Jeffrey C. Morris Greater Atlanta Area Details
Jeffrey C. Morris's Wealthspan Financial Group Experience May 2013 - Present
Job Financial Representative at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   May 2013 - Present
National Association of Black Accountants (NABA)   2015 - Present
Cobb Chamber of Commerce  2013 - Present
Coventry Health Care  August 2010 - July 2015
Mutual of Omaha  March 2008 - April 2013
ADP  2008 - 2010
MDI Group  2007 - 2008
Wing Zone Restaurant   2003 - 2007
ADP  1997 - 2003

Skills
Investments, Life Insurance, Disability Insurance, IRAs, Fixed Annuities, Small Business, Key Person Insurance, Retirement Planning, Financial Services, Mutual Funds, 401k, Critical Illness, Long Term Care Insurance, Estate Planning, Employee Benefits, Sales, Health Insurance, Marketing, Retirement, Strategic Financial..., Leadership, Medicare, Series 6, Series 63

Education
Johnson & Wales University   1986 — 1989
B.S., Hotel Restaurant/ Hospitality Management

Josh Lee Josh Lee Greater Atlanta Area Details
Josh Lee's Wealthspan Financial Group Experience September 2013 - April 2014
Job Investment Advisor Representative at Innovative Financial Group
Industry Insurance
Experience
Innovative Financial Group  May 2014 - Present
WealthSpan Financial Group   September 2013 - April 2014
Horace Mann Insurance Company  October 2011 - September 2013
Enterprise Rent-a-Car  September 2007 - August 2011

Education
University of Georgia - Terry College of Business   2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance

Brian Stringer Brian Stringer Flowood, Mississippi Details
Brian Stringer's Wealthspan Financial Group Experience June 2015 - Present
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   June 2015 - Present
WealthSpan Financial Group   June 2015 - Present
MassMutual Mississippi   May 2014 - May 2015
Mutual of Omaha  March 2010 - May 2014
Verizon Wireless  January 2007 - January 2009

Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, 401k, 401k Rollovers, IRAs, Permanent Life Insurance, Group Insurance, Critical Illness, Asset Management, Retirement, Licensed Life Insurance..., Whole Life, Variable Annuities, Asset Managment, Buy-sell Agreements

Education
William Carey University
English

William Carey College   2003 — 2005
Bachelor of Science (B.S.), Psychology

William Carey University   2003 — 2005
B.S, Psychology

Meridian Community College   2001 — 2003

John Engquist John Engquist Atlanta, Georgia Details
John Engquist's Wealthspan Financial Group Experience April 2014 - Present
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   April 2014 - Present
IDEAS Portfolio Management, an independent firm   August 2012 - April 2014
Merrill Lynch  August 2007 - December 2008
Ameriprise Financial Services, Inc.   January 2005 - August 2007
BD  September 1998 - March 2000
BD  May 1996 - August 1998
Coopers & Lybrand Consulting  1988 - 1995

Skills
Strategic Financial..., Personal Financial..., Financial Analysis, Business Process...

Education
Columbia University - Columbia Business School   1982 — 1984
Master of Business Administration (MBA), Finance, General

General Motors Institute of Technology   1977 — 1982
Bachelor of Mechanical Engineering, BME

Vanessa Toussaint Vanessa Toussaint Atlanta, Georgia Details
Vanessa Toussaint's Wealthspan Financial Group Experience August 2014 - Present
Job Financial Representative at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   August 2014 - Present
Loya Insurance Group  September 2012 - August 2014

Education
Agnes Scott College   2006 — 2010

Harvey Maclin Harvey Maclin Atlanta, Georgia Details
Harvey Maclin's Wealthspan Financial Group Experience May 2013 - Present
Job Financial Advisor at Wealthspan Financial Group
Industry Financial Services
Experience
Wealthspan Financial Group   May 2013 - Present
Mutual of Omaha  March 2012 - April 2013

Skills
Financial Accounting, Stategic Planning, Mathematics Education, Budget, Business Planning, Operating Budgets, Lifestyle Coaching, Insurance, Bookkeeping, Financial Risk..., Strategic Planning

Education
University of Phoenix-Memphis Campus   2008 — 2009
Master of Business Administration (M.B.A.), Accounting, 3.5

Howard University   2000 — 2005
Bachelor of Business Administration (BBA), Accounting, 3.4

Tiffany Mickens Tiffany Mickens Greater Atlanta Area Details
Tiffany Mickens's Wealthspan Financial Group Experience September 2014 - Present
Job Director of Recruiting at WealthSpan Financial Group
Industry Staffing and Recruiting
Experience
WealthSpan Financial Group   September 2014 - Present
Mutual of Omaha  May 2010 - September 2014
Mutual of Omaha  May 2010 - July 2010
Mutual of Omaha  July 2009 - May 2010

Skills
Recruiting, Selection, Organizational..., Social Media, Marketing, Sales, Consulting, Cold Calling, College Recruiting, Screening Resumes, Interviews, Sourcing, Leadership, Time Management, Disability Insurance, Training, Management, Insurance, Employee Benefits, Team Building, Coaching, Leadership Development, Temporary Placement, Talent Acquisition, Human Resources, Employee Relations, Applicant Tracking..., Benefits Administration, Employee Training

Education
University of Alabama
Bachelor of Arts (B.A.), Marketing/Marketing Management, General

Bruce Alden Bruce Alden Greater Atlanta Area Details
Bruce Alden's Wealthspan Financial Group Experience January 2015 - Present
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   January 2015 - Present
Liberty National Life Insurance Company  October 2013 - October 2014
New York Life Insurance Company  February 2012 - January 2014
Cycle of Success Institue Georgia, LLC   July 2009 - January 2011
Dixie Concrete Construction, Inc   April 2004 - July 2008
ADS Property Solutions, Inc.   February 2003 - January 2008
A & S Devlopment Enterprises, Inc   April 2004 - October 2007

Skills
Business Development, Strategic Planning, Team Building, Negotiation, Start-ups, B2B, Management, Real Estate, Residential Homes, Budgets, Small Business, Outsourcing, New Business Development, Advertising, Construction, Business Planning, Leadership, Entrepreneurship, Sales, Sales Management, Marketing

Education
University of Alabama   1982 — 1983
Marketing

McCallie   1978 — 1982
High School, General

Aquan Robinson Aquan Robinson Montgomery, Alabama Area Details
Aquan Robinson's Wealthspan Financial Group Experience September 2015 - Present
Job Financial Professional at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   September 2015 - Present
AIG  March 2015 - September 2015
BMW of Montgomery   January 2014 - March 2015
BMW of Montgomery   June 2013 - March 2015
BMW of Montgomery   September 2011 - March 2015
Dillards  September 2010 - September 2011
Finish Line  September 2009 - September 2010

Skills
Networking, Social Media Marketing, Social Networking, People Skills, Multi Tasking, Decision Analysis, Sales Process, Leadership Development, Retail, Customer Service, Customer Satisfaction, Sales, Leadership, Inventory Management, Customer Retention, Management, Marketing, Time Management, Training, Merchandising, Profit, Team Building, Team Leadership

Education
Auburn University   2001 — 2005
Marketing/Marketing Management, General

Booker T. Washington Magnet High School   1998 — 2001

Troy University
Marketing/Marketing Management, General

Aaron Gaines Aaron Gaines Atlanta, Georgia Details
Aaron Gaines's Wealthspan Financial Group Experience January 2015 - April 2015
Job Junior Advisor at Ty J Young Inc.
Industry Investment Management
Experience
Ty J Young Inc.   June 2015 - Present
WealthSpan Financial Group   January 2015 - April 2015
My Financial Services   September 2014 - December 2014
Northwestern Mutual  December 2013 - July 2014
Full Time Sudent at The University of Alabama   January 2011 - May 2014

Skills
Social Media, Facebook, Food, Management, Microsoft Excel, PowerPoint, Finance, Investment Banking, Market Research, Financial Analysis, Financial Modeling, Time Management, Leadership

Education
University of Alabama   2011 — 2014
Finance, Investments and Securities

Georgia Highlands College   2009 — 2010
Finance and Financial Management Services

McEachern High school   2005 — 2009

Jay Varma Jay Varma Greater Atlanta Area Details
Jay Varma's Wealthspan Financial Group Experience June 2013 - Present
Job Financial services at Securian Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   June 2013 - Present
VALIC  June 2011 - December 2012
Morgan Stanley Smith Barney  November 2009 - October 2011
Morgan Stanley Smith Barney  November 2009 - January 2011
Creative Management Group  June 2006 - November 2009
Creative Management Group  May 2006 - September 2009
Wild Noodles   December 2004 - May 2006
Wild Noodles Franchise   December 2003 - May 2006
NeoSoft Solutions Inc   February 2002 - June 2003
NeoSoft Solutions Inc   February 2002 - June 2003

Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management

Education
Georgia State University   1996 — 1998
MBA, Finance and International Business

Georgia State University   1996 — 1998
Master of Business Administration, Finance and International Business

Georgia College and State University   1992 — 1996
BBA, Computer Information Systems, Accounting and Finance

Georgia College and State University   1992 — 1996
Bachelor of Business Administration, Computer Information Systems

Roger Fishel Roger Fishel Greater Atlanta Area Details
Roger Fishel's Wealthspan Financial Group Experience March 2013 - Present
Job President/CEO at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   March 2013 - Present
Mutual of Omaha - Georgia Division Office   April 2011 - March 2013
Mutual of Omaha  May 2006 - April 2011
Mutual of Omaha  April 2003 - April 2006
The Guardian Life Insurance Company of America  October 2005 - February 2006
M&R Moving   August 1999 - April 2003

Skills
Wealth Management..., Hiring Employees, 401k Rollovers, Series 7, Series 65, Series 24, Investments, Executive Benefit..., Retirement Savings, Retirement Planning, Charitable Gift Planning, Securities, Estate Planning, Wealth Management, Asset Allocation, Financial Planners, Strategic Financial..., Investment Advisory, Insurance, Training, Disability Insurance, Long-term Care, Health Insurance, Life Insurance, Employee Benefits, Fixed Annuities, Term Life Insurance, Public Speaking, College Recruiting, Entrepreneurship, Roth IRA, Wealth Accumulation, Recruiting, Team Building, Business Development, Consulting, Whole Life, Universal Life, Medicare, Financial Services, Financial Advisory, IRAs, Mutual Funds, Finance, Property, Small Business, Long Term Care Insurance, Brokers, Stocks, Leadership Development

Education
University of Maryland College Park   1999 — 2003
Pre-law Government and Politics

Queen Annes

Buddy Hicks Buddy Hicks Montgomery, Alabama Area Details
Buddy Hicks's Wealthspan Financial Group Experience July 2015 - Present
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group   July 2015 - Present
AIG Financial Network  March 2015 - July 2015
Merrill Lynch  August 2013 - March 2015
First Citizens Bank  August 2011 - January 2013
The Arc of Dallas  June 2009 - November 2011
BB&T (formerly Colonial Bank)   August 2009 - August 2011
Colonial Bank  June 2006 - August 2009
AmSouth Bank  January 2005 - June 2006
Dove Data Products  March 2000 - January 2005
Dennis Schwartz & Associates   January 1994 - March 2000

Skills
Sales Management, Customer Retention, Customer Service, Personnel Management, Property Management, Loans, Banking, Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Management, Leadership, Sales, Finance, Strategic Planning, Business Development, Team Building, Financial Analysis, Small Business, Investments, Financial Services, Risk Management, Retail Banking, Insurance, Marketing, Consumer Lending, Forecasting

Education
Troy University in Montgomery   2006 — 2008
Business, Finance

Tony Toombs Tony Toombs Warner Robins, Georgia Details
Tony Toombs's Wealthspan Financial Group Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
WealthSpan Financial Group   March 2015 - Present
Royal Alliance Associates INC  March 2005 - July 2014
Hartford Equity Sales Company, Inc   September 2003 - March 2005
Raymond James Financial - Jansson Financial Services   June 2001 - September 2003
Edward Jones Investments  April 1996 - June 2001
Atlanta Motor Lines   October 1994 - March 1996

Education
Kennesaw State University   1986 — 1989
BBA, Finance

Columbia State Community College   1985 — 1986

Roswell High School   1980 — 1985
High School Diploma

Jeremy Winters Jeremy Winters Greater Atlanta Area Details
Jeremy Winters's Wealthspan Financial Group Experience July 2013 - December 2014
Job JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A.   January 2015 - Present
WealthSpan Financial Group   July 2013 - December 2014
Wilbanks Securities, Inc   January 2008 - August 2013
MidSouth Capital   2003 - December 2007
Berthel Fisher & Company Financial Services, Inc.   September 2001 - 2003
IBM  1996 - 2000
IBM  1996 - 2000

Education
Ambassador University   1992 — 1996
Bachelor's degree, Business Administration and Management, General