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Brian Staples

MSFS, CFP®
Wealth Advisor
211 Perimeter Center Parkway Suite 1025
Atlanta, GA 30346
Phone: (770) 392-8711
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Meet Brian

 

Brian Staples joined our team in November 2012 and currently serves as the Director of Operations. He oversees the rules and regulations of day-to-day operation of the office.

Brian is a two-time graduate of the Robinson College of Business at Georgia State University, having earned a bachelor’s degree in Business Management and an M.S. in Personal Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER® practitioner and he has lengthy experience with adhering to a strict code of ethics.

Previously, he ran his own financial planning practice for eight years, working mainly with clients in the South Atlanta area. Before that, he was a senior planner with an independent financial planning firm in the Atlanta area. He began his career in the financial services industry as a Trust and Investment Specialist with SunTrust Bank.

Brian enjoys spending time with his kids, playing basketball and keeping up with Atlanta United FC.

 

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