Rod started his wealth management career in 1978; the entire tenure has been with Merrill in Atlanta. He is focused on servicing the complete needs of current and former private business owners and their families. Rod has built a team of over 20 professionals to offer meaningful advice in the fields of portfolio development, pre- and post- transaction advice, estate planning services, experience family legacy planning, philanthropic planning, and access to structured credit through Bank of America. Rod has been recognized as a top advisor in several industry publications.
Rod is a member of the Alexander-Tharpe Fund Board of Directors for the Georgia Tech Athletic Association. He is a past board member for the Atlanta Chamber Players. He is a member of the Board of Trustees for the High Museum of Art, where he is actively involved in the Annual Wine Auction. Additionally, Rod belongs to Capital City Club, Sea Island Country Club, and Atlanta Tastevin. Rod served in the US Navy for five years as a Supply Corps Officer after graduating from the Georgia Institute of Technology on an ROTC scholarship. Rod is married and has two children.
-Chosen as the #3 Private Wealth Management Team Nationally by Barron’s Top 50 Private Wealth Management Teams in 2020
-Named to Barron’s America’s Top 100 Financial Advisors in 2020 for the 14th consecutive year
-Chosen as the #1 Advisor in Georgia by Barron’s Top 1,200 Financial Advisors in 2020 for the 12th consecutive year
-Top 10 Advisor in the country by Forbes America’s Top 250 Wealth Advisors in 2019 for the 4th consecutive year
-Named #1 in Georgia on “Forbes Best-in-State Wealth Advisors” in 2020 for the 3rd consecutive year
-Named to “Financial Times Top 400 Financial Advisors” in 2020 for the 8th consecutive year
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
*Source: The Barron's "Top 100 Financial Advisors" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/hSrROE . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to (http://details-he.re/7mnoMA ). Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to http://details-he.re/fTgbvQ . The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved.
*Source: The Barron's "Top 50 Private Wealth Management Teams" list, April 17, 2020. For more information about the selection criteria, go to http://details-he.re/oCSYX0 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.
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