AMB Wealth, LLC

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and SunTrust Bank from 2009 to 2021. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate LLC. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing its portfolios.

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Allen, Mooney and Barnes Investment Advisors since 2004 and with Allen, Mooney and Barnes Brokerage Services since 2006. Outside of advising, he serves as co-trustee of the Parker Poe Charitable Trust and holds board and leadership roles in hospitality-related investments. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee that integrates global macro, sector allocation, quantitative screening, and qualitative analysis across equity and fixed income investments.

Vann Pitts is a CFP® with seven years of industry experience, currently serving at AMB Wealth, LLC. He has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2018 and previously held roles at Ag Pro and Valdosta State University. Outside of his advisory work, Pitts directs travel baseball tournaments and hosts a podcast. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of global macro, sector allocation, quantitative, and qualitative analysis in managing portfolios, serving a diverse client base including pension plans, foundations, municipalities, and insurance companies.

Crystal Godbee is a financial advisor at AMB Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Securities America Advisors since 2018. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to both individual and institutional clients. The firm manages a variety of account types using a combination of global macro, sector allocation, quantitative screening, and qualitative analysis.

Richard Mooney III is a financial advisor with AMB Wealth, LLC in Thomasville, GA. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Mooney has been with Allen, Mooney and Barnes Brokerage Services since 2006 and Allen, Mooney and Barnes Investment Advisors since 2004. He serves as co-trustee for a charitable trust established under the wills of Bill and Emily Searcy and is a permanent trustee for the Thomasville Entertainment Foundation Endowment Trust. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual, high-net-worth, and institutional clients. The firm manages over $1 billion in client assets using a portfolio management committee that applies global macro, sector allocation, quantitative, and qualitative analysis for both equity and fixed income investments.

Nathan Lowther is a financial advisor with Premier Wealth Partners, LLC in Summerville, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Edward Jones, ALPS Distributors Inc, Guardian Life Insurance Co, and Transamerica Capital Inc. Outside of advisory work, he is a joint owner of a consulting networking group, JCRL Ventures LLC, where he contributes to membership growth and retention. Premier Wealth Partners, LLC serves individual and small business clients with comprehensive financial planning and investment supervisory services. The firm employs a combination of fundamental and technical analysis and utilizes active, core-plus-satellite, and passive strategies tailored to client objectives, often managing portfolios on a discretionary basis and incorporating outside managers when appropriate.

John Hall is a financial advisor with AMB Wealth, LLC in Thomasville, Georgia, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His work history includes positions at Allen, Mooney and Barnes Investment Advisors and Brokerage Services, Hallmark Wealth Strategies, Eagle Strategies (NY Life), and New York Life Insurance Company. Hall is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing client assets, which total approximately $1.07 billion.

Brent Nicks is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at multiple firms, including LPL Financial, NewEdge Advisors, and Wunderlich Securities. In addition to his advisory role, he serves as a director of CRC Oyster Consulting, a non-investment related consulting firm providing services to financial firms. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual, high-net-worth, and institutional clients. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage client portfolios, primarily on a discretionary basis.

Gordon Macquirter is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and has been associated with Allen, Mooney, and Barnes Brokerage Services since 2007 and Allen, Mooney, and Barnes Investment Advisors since 2004. He is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm manages approximately $1.07 billion in assets and utilizes a blend of global macro, sector allocation, quantitative, and qualitative analysis to manage equity and fixed income portfolios.

Michael Servetas is a financial advisor at AMB Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allen Mooney and Barnes Brokerage Services, Morgan Stanley, and Northwestern Mutual. Before his finance career, he was involved with Marist Basketball and Marist College. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee using global macro and sector allocation strategies for equities and fixed income and manages approximately $1.07 billion in client assets.

Brewer Bentley is a financial advisor with AMB Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining AMB Wealth and its affiliated broker-dealer in 2023. Outside of his advisory role, Bentley serves as an assessor on the Brooks County Board of Tax Assessors in Georgia. AMB Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm manages assets using a committee-based approach that combines global macro, sector allocation, quantitative screening, and qualitative analysis for equity and fixed income portfolios.

Matthew Roach is a Series 66-licensed advisor with AMB Wealth, LLC, based in Thomasville, GA, and has 15 years of industry experience. He has been with Allen, Mooney and Barnes Investment Advisors since 2012 and Allen, Mooney and Barnes Brokerage Services since 2011. Roach is a minority owner of FAIM Investments LLC, the parent company of his affiliated firms. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a portfolio management committee that uses global macro, sector allocation, and quantitative and qualitative analysis to manage accounts, typically on a discretionary basis tailored to client objectives and risk tolerances.

Lillie Hall is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Allen, Mooney and Barnes Investment Advisors and its affiliated brokerage services since 2013. Hall is also a licensed real estate agent in Florida, currently in voluntary inactive status. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a team-based approach utilizing global macro, sector allocation, and quantitative and qualitative analyses to manage accounts tailored to client-specific investment objectives and risk tolerances.

Mark Davis is a CFP® professional with 25 years of experience in financial advisory services. He is currently with AMB Wealth, LLC and has previously worked at Premier Wealth Partners and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to both individual and institutional clients. The firm manages over $1 billion in assets using a mix of global macro, sector allocation, and quantitative and qualitative analysis through its Portfolio Management Committee.

Lauren Smith is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. She has previously worked at Kovack Securities and Kovack Advisors, as well as Bank of America and Merrill. Lauren is currently part of a team at AMB Wealth. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a Portfolio Management Committee that uses a combination of global macro, sector allocation, quantitative screening, and qualitative analysis for equities and fixed income management.