The Team

Bryant, Carroll and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

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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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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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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Devin Clement

Devin Clement

Financial Advisor

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Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies

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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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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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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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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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Thomas Hodell

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

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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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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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Aubrey Rhodes

Aubrey Rhodes

Financial Advisor

Daniel Rhodes

Daniel Rhodes

Financial Advisor