Warren Averett Asset Management, LLC is pleased to announce the Firm’s expansion into the Atlanta market. With the addition of the Atlanta office, Warren Averett Asset Management now operates with six locations across the Southeast, including Birmingham, Huntsville and Montgomery, Ala., as well as Pensacola and Tampa, Fla. Warren Averett Asset Management’s Atlanta office will be led by Jim Foster, CFA, the newest Senior Client Consultant to the Firm. Foster brings with him more than 19 years’ of experience in wealth advisory. He specializes in providing personal financial planning, portfolio management and estate planning to individuals and families. “We are very pleased to expand our services into the Atlanta market,” said Josh Reidinger, President of Warren Averett Asset Management. “We have the utmost confidence that this addition will improve our ability to deliver high-quality solutions to both new and current clients in the Atlanta area.” Foster will work closely with other Warren Averett companies (CPAs & Advisors, Benefit Consultants, etc.) to bring comprehensive solutions to current clients and other high net worth individuals, families, corporate retirement plans and institutions looking for an independent team of advisors to help reach their financial goals.
About Warren Averett Asset Management, LLC Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management advises on assets in excess of $1.7 billion and is an independent Registered Investment Advisor (RIA). Warren Averett Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team of 30-plus professionals who hold many of the industry’s most prestigious credentials. Learn more at www.WAasset.com.