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Demonstrated Experience.  Accessible Professionals.

From left to right: Jerry Rogers, David Hogg Jr., Carrie Hodge, Linda Faulkner, Miriam Rhodes, Robert Osborne, Melinda McRee, Scott Benjamin, Sondra Lunceford, Ann Cooper, Chuck Thompson, Wayne Bissell

Meet our Wealth Management Team—the only fully local group of its kind in the Augusta area. Together, we have over 100 years of trust, asset management and banking experience.  Each of us is committed to enriching the lives of our clients. We offer access to a comprehensive range of investment management, trust, and estate products and services.  And, we’re accessible—not just by phone, but in person as well.

*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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