Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 

678.971.1337

Access Your Account

☰ Menu
On A More Personal Note
All On A More Personal Note News

On a More Personal Note – Aug 2023

August 15th, 2023

August 2023

Four Generations!!!!

Bobbie flew to Texas over the July 4th weekend to meet her newest grandson, Liam. While there, we were all able to visit my Dad and take this picture with four generations in it.

Deven went to Ft. Walton Beach, Florida to celebrate the wedding of one of his best friends.

Lilly’s daughter, Mia Lilly, is studying abroad in Italy this summer.   You know that she is having the time of her life.

Christina and her husband, Chance, enjoyed spending time with friends this summer supporting the fundraisers at the Arts Council and at the Rotary Club of Gainesville’s

Carlos in Alaska

Carlos spent a week flying in Alaska with Brian, Tony and Allen. They had a wonderful time.

Windsor Wealth
620 Spring Street SE
Gainesville, GA 30501
Phone: Main: 678-971-1337
Fax: 678-802-3480

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.