First Harbor Financial ServicesAn Independent Firm
 
 

About Us

David Burg
Chartered Retirement Planning CounselorSM
President, FHFS
Financial Advisor, RJFS

Previous positions held:
Financial Advisor, CFM, CRPC at Merrill Lynch
Worked 10 years for IBM
Served as Director of an entrepreneurial startup company
 

Education:
Received Masters degree from Georgia State
Graduated from Clemson with a BS in Financial Management, a minor in Accounting and concentrations in Financial Institutions and Real Estate

Bill McConnell
Chartered Retirement Planning CounselorSM
President, FHFS
Financial Advisor, RJFS

Previous positions held:
Financial Advisor, CFM, CRPC at Merrill Lynch
President of M&M Dining Corporation
Worked 5 years for Kraft Foods
Buyer for IDI
 

Education:
Graduated from Florida State with a BS in Finance

Martha Brooks
Branch Associate
Direct: 770-844-1335

Previous positions held:
Coordinator for Kur Gallery & Workshop of Fine Art
Great-West Life & Annuity Insurance Company
Charles Schwab Corporation
Trust Officer for The Huntington National Bank


Education:
Graduated from The University of Akron with a BA in English with minors in Psychology and Creative Writing

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

First Harbor Financial Services
5975 Parkway North Blvd
Bldg. 300, Suite B
CummingGA 30040
Phone: 770-844-1124
Fax: 770-844-1168
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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