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Why We Do What We Do LPL Account View >

We recognize that there is a great need for professional financial planning strategies.  In general, people are usually on the threshold of making their next key financial decision, and we have the resources to help our clients make those decisions wisely.  Your objectives might include college education funding, retirement security or tax reduction.  Your aim might be for growth, safety, income or a combination of all three.  No matter what your financial goals may be, we are equipped and committed to helping you pursue them.

We recommend sound, careful planning.  At the core of building an investment strategy is an examination of your current financial circumstances.  We can help you develop a Personal Investment Profile, which will aid you in mapping out an investment strategy and identifying the appropriate elements to suit your needs.

If you have an existing portfolio you wish to have analyzed, we can review your current holdings relative to suitability, performance, relative risk, yield and outlook.  Our Financial Consultants are registered through LPL Financial and are dedicated to helping you seek the maximum possible return on your investment dollar.  We are well-versed in each of the following areas:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Retirement Planning
  • Employer Retirement Plans
  • Financial Needs Analysis
  • Tax Reduction Strategies
  • Investment Advisory Services
  • IRA Rollover Accounts

Meet our Experienced Team:

R. Scott Benjamin, CIMA®, CFP®
Vice President - GB&T Financial Services
Wealth Advisor
706-739-1073
scott.benjamin@lpl.com


Wayne Bissell
Vice President - GB&T Financial Services
Wealth Advisor
706-739-1070
wayne.bissell@lpl.com


Carrie T. Hodge
Vice President and Trust Officer
706-481-1007
chodge@georgiabankandtrust.com



Jerry T. Rogers, CFP®
Vice President - GB&T Financial Services
Wealth Advisor
706-739-1336
jerry.rogers@lpl.com


Melinda H. McRee
Investment Officer - GB&T Financial Services
Account Executive
706-739-1076
melinda.mcree@lpl.com


Miriam M. Rhoades
Investment Sales Assistant - GB&T Financial Services
Sales Assistant
706-481-1023
miriam.rhoades@lpl.com

 

*Securities, Investment Advisory Services and Insurance products offered through LPL Financial, and its affiliates, Member FINRA/SIPC a registered investment advisor. Georgia Bank & Trust and GB&T Financial Services, a division of Georgia Bank & Trust Company of Augusta, are not registered broker/dealers and are not affiliated with LPL Financial.

Investment and Insurance Products Are:
Not FDIC InsuredNot Bank GuaranteedMay Lose Value
Not a Bank DepositNot Insured by Any Federal Government Agency

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and South Carolina.

 

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