Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Abbi Rutledge, who has recently joined us as a Client Service Associate.
Abbi joined the Paces Ferry team in May of 2023, and she serves as Client Service Associate. Abbi received her B.A. in History with a minor in Leadership Development from the University of Florida. During her college years, she became certified to teach English as a Foreign Language while living in Italy and spent a semester studying History and Linguistics at the University of Glasgow. Abbi spent her senior year as a member of the University Scholars Program. In this program, she conducted granted research with the Dean of the College of Liberal Arts and Sciences on the history of Irish Whiskey, with an emphasis on the political and economic impacts it had on the Irish War of Independence.
After graduating in 2020, Abbi went on to become a Lead Stylist and Social Media Manager for a luxury bridal boutique in Minneapolis, MN. Upon her relocation to Atlanta, Abbi found a passion for financial education and became a relationship banker with Truist Bank. During this time, she found a particular interest in financial planning and wealth management.
In her spare time, Abbi enjoys designing and constructing clothing, going to concerts with her husband Josh, and learning new languages.
Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
Vince Crane, COO, CCO, and Partner of Flower City Capital, and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors joined Matt Sonnen, Founder and CEO of PFI Advisors for an exciting 51st episode of The COO Roundtable.
Matt, Vince, and Zach chat about how, from Day 1, our guests have set in place systems and processes with future scalability in mind and much more including:
Listen to the full episode here or read the full transcript:
Investment News recently published an article addressing challenges that the cooler housing market may place on some retirees looking to cash in on their home equity. Paces Ferry managing partner and founder Zach Morris is quoted toward the end of the article, which concludes on a note of optimism. Read on for a brief synopsis and be sure to read the full article here for all the details.
Paces Ferry Wealth Advisors is excited to announce the newest addition to our team, Thomas Mirth, who has recently joined us as a Client Service Associate.
Thomas joined the Paces Ferry team in February of 2023, coming from the Culverhouse College of Business at the University of Alabama with a B.S. in Finance and a minor in American Studies. At The Capstone, he was a member of the Honors College and graduated Cum Laude. While attending college, Thomas was a founder and president of the Theta Xi Fraternity at UA. He was also a volunteer for the Alabama Adapted Athletics Program and a member of the Alabama Insurance Society.
Thomas is now working towards his CFP while also earning his M.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling. Thomas harkens back to his experience from three former Registered Investment Advisors with his roles ranging from financial planning to investment management research and international client service.
Previously, Thomas lived abroad in Bonn, Germany where he gained an appreciation and passion for history, culture, and travel. Thomas currently lives in the southern portion of Buckhead and enjoys exploring all Atlanta has to offer.
Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
The Atlanta Journal-Constitution recently published an informative piece on Social Security solvency, and Paces Ferry managing partner and founder Zach Morris is quoted throughout. Read on for a brief synopsis and be sure to read the full news article here for all the details.
Expertise.com chose 19 financial advisors in Atlanta, GA as the best of the best and Paces Ferry Wealth Advisors was among that exclusive group. The selection process was based on the following criteria:
