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Our Group

With over 100 years of combined experience
in the financial consulting industry…

 

With over 100 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients. We assist clients in the attainment of their life ambitions and the management of their wealth.  Simply stated, we help our clients accumulate, distribute, preserve and ultimately transfer their wealth. In order to do this we focus on our clients’ life events and assist our clients in articulating their goals and defining their objectives. We have developed a process based on a checklist of wealth management issues which helps our clients prepare and plan for their specific life events.

Our Group

Wealth Management Firms Near Me - Layer 10 IMG

Carlos Dominguez

Portfolio Manager, RJ
CERTIFIED FINANCIAL PLANNER™

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Wealth Management Firms Near Me - Layer 10 IMG

John N. Lilly III, CPFA

Portfolio Manager, RJ
Accredited Portfolio Management Advisor℠
Accredited Asset Management Specialist℠
Certified Plan Fiduciary Advisor CP

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Christina Jones

Financial Planner
CERTIFIED FINANCIAL PLANNER™

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Wealth Management Firms Near Me - Layer 10 IMG

Jon Peterson

Wealth Manager, RJFS
CERTIFIED FINANCIAL PLANNER™

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Wealth Management Firms Near Me - Layer 10 IMG

Deven Patel

Financial Advisor, RJFS
Associate Financial Planner, Windsor Wealth

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Wealth Management Firms Near Me - Layer 10 IMG

Bobbie Denton

Office Manager
Financial Paraplanner Qualified Professional™

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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. 

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