Barre M. Butler
Senior Vice President/Investments
Branch Manager

• 35 years of financial services industry experience
• Previously with UBS Financial Services, Robinson Humphrey,
  and J.C. Bradford & Co.
• Bachelor of Science in Business Administration, The Citadel
• Focus:  Wealth management and business development

 

 

 

W. Hampton Avant, CIMA®
Vice President/Investments
Portfolio Manager - Solutions Program

• 20 years of investment industry experience
• Previously with UBS Financial Services and Prudential Financial
• Bachelor of Science in Business Administration, The Citadel
• Focus:  Investment planning and insurance

 

 

 

Alison W. B. Barkley, CFP®
Portfolio Associate

• More than 20 years of financial services experience
• Bachelor of Science in Business Administration, Nyack College
• CERTIFIED FINANCIAL PLANNER^TM certification
• Focus: Client reporting, portfolio analysis, and administration

 

 

Constance M. Bergkessel                     
Senior Registered Client Service Associate

• More than 20 years of financial services experience
• Bachelor of Science, Business, Kaplan University
• Focus: Client service and administration

 

 

 

 

 

 

Helen R. Gordon
Registered Client Service Associate

• More than 30 years of financial services experience
• Bachelor of Science in Business Administration, University of Georgia
• Focus: Client service and administration