Securities Licensed: Series 6, 7, 63, 65

Insurance Licensed: Life, Accident and Health, Variable

With over 20 years of experience, Justin partners with individuals, families, and small business owners to provide personalized strategies in estate planning, investment management, and retirement planning. Known for his high-touch service and transparent communication, Justin helps clients navigate their financial journeys with confidence and clarity.

Professional Designations & What They Mean for You

Private Wealth Advisor – Raymond James
This designation highlights his expertise in managing the financial needs of wealthy families, individuals, and organizations, using advanced methods and resources.

Certified Wealth Strategist^® (CWS^®)
CWS designation holders have undergone comprehensive training in wealth planning to meet the complex financial needs and family dynamics of high-net-worth clients, combining technical expertise with the ability to lead crucial conversations and address wealth-related challenges.

Accredited Investment Fiduciary^® (AIF^®) through Fi360
Allows Justin to act in a fiduciary capacity—putting clients’ interests first—when managing investments and advising on retirement plans.

Wealth Management Specialist™ (WMS™)
Enables him to develop customized wealth strategies for clients at every life stage, with a focus on financial fundamentals.

Accredited Wealth Management Advisor™ (AWMA™)
Equips Justin to address the complex needs of affluent clients through tax-efficient strategies, risk management, and estate planning.

Chartered Retirement Planning Counselor™ (CRPC™) through the College of Financial Planning
Provides clients with retirement guidance tailored to their goals, timelines, and income needs—before and after retirement.

Certified Plan Fiduciary Advisor™ (CPFA™)
Specializes in managing retirement plans for businesses, ensuring compliance and optimizing plan design for employee success.

Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute
Helps business owners plan for growth or succession with valuation analysis, exit strategies, and monetization planning.

NAPA Nonqualified Plan Consultant (NQPC™)
Provides advanced guidance on executive compensation and nonqualified retirement plans for business clients.

NAPA 401(k) Rollover Specialist ((k)RS^TM)
Ensures clients make informed rollover decisions aligned with current regulations and personal retirement goals.

Certified Financial Planner^® (CFP^®) – In Progress
Once complete, this designation will enable Justin to offer comprehensive, holistic financial planning across all areas of a client’s financial life.

Industry Recognition

Forbes “Best-in-State Wealth Management Teams” (2026) – Ranked #40 in the state of Georgia. Highlights advisory teams equipped to navigate the complexity of current markets and clients’ ever-changing needs. Awarded to advisory teams distinguished through SHOOK Research’s rigorous data and interview-based evaluation.
Forbes “Best-in-State Wealth Advisors” (2025 & 2026) - spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states
AdvisorHub “100 Next Gen Advisors to Watch” (2025) Next Gen advisors represent the largest and fastest-growing teams run by advisors under the age of 45. Rankings are based on practice scope (assets, production, service), growth (year-over-year increases), and professionalism (regulatory record, community service, and team diversity).
AdvisorHub’s “100 Solo Advisors to Watch” (2023 & 2024) – Ranked #31 in 2024 - The AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character
Raymond James Leaders Council – 2025 (Top 111–385, based on personal production)
Raymond James Leaders Council – 2024 (Top 101–375 of 8,800+ advisors)
Raymond James Executive Council II – 2023
Raymond James Achievers Club – 2020
Member – Institute of Investment Management Consulting (IIMC) – Recognized for advanced consulting expertise and commitment to client-centric service. IIMC membership helps financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors.

Education & Personal Life

Justin is a graduate of Valdosta State University, earning a BFA in Speech Communication with an emphasis in Public Relations. He and his wife Devan live in Valdosta with their two children, Harrison and Mary Dean, and their two golden doodles. Outside of the office, Justin enjoys traveling, golfing, reading, and helping run the family’s other business ventures.

Community Leadership & Involvement

Board of Trustees, Valwood School – Finance Committee
Board of Trustees, Epworth by the Sea – Chairman, Finance & Endowment Committees
Leadership Lowndes – Past Board Member; Class of 2011, Class President
Leadership Georgia – Class of 2015
Peach State Summer Theater – Former Board Member
LAMP (Lowndes Area Ministries for People) – Past President, Former Board Member
Azalea City Kiwanis – Past President (2013), Kiwanian of the Year (2011)
Easter Seals of South Georgia – Former Board Member
Kappa Alpha Order – Alumni Advisor, Chapter President, 2017 Court of Honor, Delta Rho Alumni of the Year
Park Avenue Methodist Church – Staff Parish Committee Member
Valdosta Country Club – Past Board Member
Community Volunteer – Miracle League of Valdosta

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

*Awarded to Financial Advisor Trainees with 0 to 8 years length of service to the firm. Qualifications based on current Advisory Mastery Program production & anniversary goals. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^®, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

**The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

2025 AdvisorHub 100 Next Gen Advisors to Watch, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/18/2025. 1,972 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4l3r924

† About AdvisorHub 100 Solo Advisors to WatchThe 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

*2024 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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