Sound View Wealth Advisors Group, LLC

Edward Ambrose is a financial advisor with Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Sound View Wealth Advisors Group since 2019 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved with Golf Ground Up, LLC, a golf instruction business. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment process emphasizes long-term fundamental analysis through an internal committee and incorporates model portfolios, external managers, and ongoing monitoring.

Kelly Bouchillon is a CFP® with 36 years of industry experience, currently serving as a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill Lynch and Bank of America. She is also a board member of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, and institutional clients. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers a range of fiduciary and plan services.

Melissa Bouchillon is a CFP® professional with 21 years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2019. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a director on the board of the Landings Military Relief Fund and is a committee member for the Savannah Music Festival, both charitable organizations in Savannah, Georgia. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm emphasizes a long-term, fundamental investment approach supported by an internal investment committee and offers a range of fiduciary and plan-related services.

Chelsea Landreau is a financial advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 designation. She joined Sound View in 2024 and has prior experience at Synovus Bank and in education roles at Berry College and several schools. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, foundations, and qualified retirement plans, including ERISA 3(38) fiduciary services. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing mutual funds, ETFs, individual securities, and external managers.

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 65 designation with eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hodges, Harbin, Newberry and Tribble, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, estates, private foundations, and qualified retirement plans, as well as ERISA 3(38) fiduciary services. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers support for institutional plan needs including plan review, fee benchmarking, and participant education.

Rebekah Hoffman is a financial advisor with Sound View Wealth Advisors Group, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, and Truist Advisory Services. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management for individuals, families, family offices, and institutional clients. The firm emphasizes long-term, fundamental analysis through a detailed client discovery process and uses model portfolios and external managers as part of its investment approach.

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Leah Willey is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She has worked at Sound View Wealth Advisors Group since 2022 and previously held positions at Covenant Partners, LLC and Yonts & Co. Outside of financial advising, she is a consultant for Beautycounter in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes long-term, fundamental investment analysis and offers fiduciary ERISA 3(38) services as well as institutional plan support.

Joshua Hegland is a CFP® with five years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC. He previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions, emphasizing long-term fundamental analysis through an internal investment committee that selects a range of investment vehicles and performs ongoing monitoring and client reviews.

Mark Silvers is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2022. Prior to this, he was with 5th Avenue Solutions and was self-employed for over a decade. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes a detailed client discovery process and long-term fundamental analysis, utilizing an internal investment committee and a range of investment options including mutual funds, ETFs, individual securities, and external managers.