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272 W HANCOCK AVEATHENS,
Wealth Management Advisor
Managing Director- Investments
Managing Director-Wealth Management
Senior Financial Advisor
Senior Vice President-Wealth Management
Reg Senior Client Associate
Team MembersJoe Frierson Jr., Managing Director - Wealth Management, has been with Merrill Lynch since 1966. Joe focuses on investment strategies for clients and is the lead advisor for the equity and fixed income portions of client accounts. He is a graduate of the University of Georgia. Joseph Frierson III, Senior Vice President - Wealth Management and Senior Financial Advisor, joined Merrill Lynch in 1994. Joe is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, options, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.Keith Massey began with Merrill Lynch in 1984 and serves as a Senior Consultant to clients. Keith advises on retirement planning, home financing and lending services offered through Bank of America, N.A. He is a graduate of Auburn University. Meg Parker, Vice President and Senior Financial Advisor, worked at a regional firm for 8 years before joining Merrill Lynch in 2010. She joined our team in 2011 and focuses on corporate retirement plans and high net worth business development. She is a graduate of the University of Georgia.Amanda Dufur is a Registered Senior Client Associate. Clients value her ability to effectively communicate and coordinate with their accountants and attorneys. She has been with Merrill Lynch since 1998 and is a graduate of the University of Georgia. Angela Lankford is a Registered Senior Client Associate who focuses on client contact and working with client’s tax and legal advisors. Angela joined Merrill Lynch in 1992 after graduating from the University of Georgia.Victoria Knowles, Client Associate, our newest colleague, provides administrative and client support.
Team Mission StatementThe Frierson Group strives to be a clients most trusted and innovative advisor. By pursuing our vision of a completely client-centered advisory relationship, matched with first class client service, we believe we can set the standard for client achievement and satisfaction.We will work to understand your unique situation and partner with leading specialists at Merrill Lynch,in every field from wealth planning to economics to investment research. We will make calculated decisions predicated on your goals and risk tolerance. We will anticipate life events and their financial implications for you and your family.This time tested approach has guided our success in the past.And remains the foundation for our future.
Joseph Frierson is registered to do business in : AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Joseph C. Frierson, Jr. is registered to do business in : AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Meg Parker is registered to do business in : AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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