The Team

Bryant, Carroll and Associates
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Joseph Carroll

Joseph Carroll

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

BS - Business and Economics, Lehigh University, 1977

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Donnie Robinson Jr

Donnie Robinson Jr

Financial Advisor

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Designations

CFP®, CRPS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies

Education

BBA in Finance, Georgia Southern University

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Patti Puckett

Patti Puckett

Financial Advisor

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Designations

CFP®, CRPC®, CDFA®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Gil Allensworth

Gil Allensworth

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

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Devin Clement

Devin Clement

Financial Advisor

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Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies

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Guy Moore

Guy Moore

Financial Advisor

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Designations

CRPC®, AAMS®

Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Business Retirement Plans

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Daniel Spencer

Daniel Spencer

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Aubrey Rhodes

Aubrey Rhodes

Financial Advisor

Daniel Rhodes

Daniel Rhodes

Financial Advisor

Enos Slauson

Enos Slauson

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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William L Ponder

William L Ponder

Financial Advisor

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Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

University of Mississippi in Oxford, MS- BBA, 1995

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Thomas Hodell

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

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Sean Carroll

Sean Carroll

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

University of Florida- B.S. in Economics 1989
CA Insurance #0I25132

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Jake Bryant

Jake Bryant

Private Wealth Advisor

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Designations

ChFC®, APMA®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

University of Georgia- B.S. in Finance 1998

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