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Our wealth management team

  • We believe in building long-term client relationships that are built on trust, honesty, and responsiveness.
  • Our advisors have a passion for wealth management and helping clients achieve their unique goals.

Advisors and Staff

Scott Adams

Scott J. Adams

President & Registered Principal

(770)516-7747

Terry Morrison

Terry Morrison

Registered Representative, First Allied Securities

(770) 516-7747

(770) 516-7611

Trevin  Epps

Trevin L. Epps, MBA, CWS®

Registered Representative, First Allied Securities

858-450-0806