With over 43 years of lessons learned as a Financial Advisor, Warren is committed to providing his clients with exceptional investment guidance and personal service. Taking the time to carefully listen to his client’s financial needs, Warren is able to develop personalized solutions to help manage and preserve his client’s assets.
This commitment has enabled him to be named as one of Financial Times Top 400 Advisors in 2013*.
In 1975 Warren graduated from the University of Georgia and received a Bachelor of Arts in Risk Management and Insurance from the Terry College of Business. In addition to applicable securities and insurance registrations and licenses, Warren earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986 after completing extensive coursework and examinations.
Away from the office, Warren is very involved in the community and volunteers his time to a number of organizations including, the Medical Center Foundation (Signature Gifts), North Georgia Community Foundation, the Gainesville State College Investment Advisory Committee, the United Way, Little League Baseball Coach and as a Gainesville High School Athletic Club Volunteer.
Warren and his wife Jamie are active members of the Grace Episcopal Church and live in Gainesville. They have three grown children and enjoy college football, hiking in the mountains of North Carolina and reading.
*The Financial Times ("FT") 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors paid a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.