ERIC WORRELL

Background and experience

I have had the privilege of serving as a financial advisor to a select group of families, individuals, and business owners since 2008 and have learned that while clients have unique individual circumstances that dictate their approach to investing, everyone wants the same end result – clarity and confidence. My approach seeks first to understand my clients’ current situation, concerns, risk tolerance, and financial priorities. I then use this information to develop a comprehensive investment plan and investment recommendations.

I am a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Certified Exit Planning Advisor®, and a Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. The Certified Private Wealth Advisor^® certification is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. A Certified Exit Planning Advisor focuses on helping business owners build more valuable companies, develop stronger financial plans, and align their personal goals in order to better equip owners for an eventual business transition. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry, I attended the University of Georgia’s Terry College of Business and earned a BBA in Accounting. I also earned an MBA from the Georgia Institute of Technology’s Sheller College of Business.

Away from the office

My wife, Annie , and I live in Fayetteville, GA and have the privilege of raising three children. In addition to being a father and husband, I enjoy exercise, fly fishing, reading, and serving at our local church, Passion City Church – Trilith.

Background and experience

I have had the privilege of serving as a financial advisor to a select group of families, individuals, and business owners since 2008 and have learned that while clients have unique individual circumstances that dictate their approach to investing, everyone wants the same end result – clarity and confidence. My approach seeks first to understand my clients’ current situation, concerns, risk tolerance, and financial priorities. I then use this information to develop a comprehensive investment plan and investment recommendations.

I am a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Certified Exit Planning Advisor®, and a Private Investment Management (PIM) portfolio manager. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. The Certified Private Wealth Advisor^® certification is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. A Certified Exit Planning Advisor focuses on helping business owners build more valuable companies, develop stronger financial plans, and align their personal goals in order to better equip owners for an eventual business transition. As a (PIM) portfolio manager, I am a member of a select group of advisors who are qualified to manage client portfolios on a discretionary basis. Prior to joining the financial services industry, I attended the University of Georgia’s Terry College of Business and earned a BBA in Accounting. I also earned an MBA from the Georgia Institute of Technology’s Sheller College of Business.

Away from the office

My wife, Annie , and I live in Fayetteville, GA and have the privilege of raising three children. In addition to being a father and husband, I enjoy exercise, fly fishing, reading, and serving at our local church, Passion City Church – Trilith.