Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Atlanta, GA

In-House

Atlanta, GA

Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Atlanta, GA

Non-practicing Attorney

Min 10 yrs required

No

Senior Wealth Advisor
Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relationships. Develop niche expertise in certain business segments and serve as a resource to the firm in that area.