About Us

Clients are at the center of everything we do.

We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom.  

We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. We are here for our clients through every phase of their financial lives — to identify and set goals, create an operational plan and provide the highest level of support along the way.

“Planning is bringing the future into the present so that you can do something about it now.”

— Alan Lakein

Having the right partner to help plan and implement your financial strategy is crucial.

As we get to know our clients, we present questions that get them thinking beyond typical financial advisor rhetoric. While retirement planning is critical, we may ask about other things that are important to you — college savings, tax implications on real estate transactions, wealth transfer, or estate planning down to wills and health care directives. Ultimately, we want to be looking at your complete picture. That’s when we can help best.

Jeff Diamond, AIF®

WEALTH ADVISOR & FOUNDER

An Atlanta native, Jeff is an avid runner and, in his free time likes to read, play guitar, travel, and hit the open road on his Harley.

He is a co-founder and wealth advisor at Paces Ferry. Jeff has over three decades of financial services industry experience, having started his career in 1985 at PaineWebber. Most recently, Jeff served as managing director at J.P. Morgan Securities, a wealth management division of J.P. Morgan, and a partner in the Diamond Morris Group. 

Throughout his career, Jeff has served on many honorary councils, including receiving the honor of being named a Five Star Wealth Manager by Atlanta Magazine.

Jeff is an honors graduate of the University of Georgia’s Terry College of Business and is a member of Beta Gamma Sigma, the honorary business fraternity. Jeff holds the AIF® designation, which demonstrates a thorough knowledge of prudent fiduciary practices and responsibilities to help clients on a deeper level. Additionally, he has been very involved with several charitable organizations.

Jeff is married with two daughters. When he’s not playing his guitar or reading a good book, he loves spending time with his family.

Zachary Morris CFP®

WEALTH ADVISOR & FOUNDER

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.

Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates.

Zach supports a number of organizations including Alzheimer’s Association, Georgia Chapter, The Shepherd Center, Crohn’s & Colitis Foundation of America, and NewStory. 

Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.

Chase Caffrey

FINANCIAL ANALYST

Chase was born and raised in North Atlanta. He graduated from the University of Georgia’s Terry College of Business Cum Laude with a B.B.A in Finance with an area of emphasis in Pricing & Valuation. During college Chase spent a semester studying abroad at Oxford University in England.

After interning with Paces Ferry the summer before his senior year Chase joined the team as a full-time analyst upon graduating. Chase is passionate about investing and improving access to financial markets.

Outside of work Chase can most likely be found enjoying Lake Chatuge with his family. He loves all things water sports. In his teenage years, he even competed in a wakeboarding tour. Chase is also an Eagle Scout and loves backpacking. He has set his sights on hiking the entirety of the Appalachian Trail.

Solomon Dodson

CLIENT SERVICE ASSOCIATE

Solomon grew up in Marietta but currently resides in Woodstock, GA. In 2020, he graduated Cum Laude from Kennesaw State Cole’s College of Business with a B.B.A. in Finance. During his time there, he was involved with the student-managed investment fund for six semesters and advanced to the CEO position. This experience provided him with knowledge and practical application of earned equity analysis and portfolio management. Solomon mentored new fund members and competed in the 2018 CFA Research Challenge, an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.

 From a young age, he has had a passion for the financial industry. He began working for Paces Ferry during the Summer of 2021 and is happy to be building relationships with clients.

In his free time, Solomon enjoys bodybuilding, golfing, and traveling with his girlfriend. 

It’s never too late to take the first step or get a second opinion.

We want to hear from you. To see if we’re a good fit, we’d like to know more about what you’re looking for in an advisor.

Fill out the following short form and we’ll make time to sit down and talk about your unique situation.

2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

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