Financial Expert Witnesses in Georgia

This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.

This highly-qualified expert has 25 years of experience in banking and small business lending. He earned his BA in organizational management from Warner University and an MBA in finance from International College. He has formerly served as a commercial lender for SouthTrust Bank, Southern Community Bank, and Florida Community Bank. During his time with Florida Community Bank, he also held the roles of area executive, senior lending officer, regional credit director, and commercial banking officer. He then went on to work with Treasure Coast Commercial Real Estate as a commercial real estate advisor and with Molly’s House as the CEO. Currently, this expert is a consultant for a financial consulting firm based in Florida.

This expert was a financial advisor for seven years and a supervisor of financial advisors for twelve years. As a supervisor he served as a sales manager, office manager, regional sales manager, and complex director. He managed over a thousand different advisors in different capacities over his time at Merrill Lynch. He held series 7, 9, 10, 63, 65 and insurance licenses in his capacity as supervisor. During his career he has testified in courtroom, deposition, arbitration, and mediation situations. He has dealt with regulators, attorneys, clients, judges, mediators, and advisors in all of these situations. This expert has a BA in Political Science and an MBA with a marketing concentration, both from Vanderbilt University.

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

This expert is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.