Category: about
Georgia Trend’s 2019 40 Under 40 List Honoring Scott McGhie
Our very own Scott McGhie was recently named to Georgia Trend magazine’s 2019 40 Under 40 class for his professional and philanthropic contributions to the Savannah community and the state. Georgia Trend’s 40 Under 40 list honors those who are making Georgia a great place to live and work. Scott...
Employee Spotlight: Michael McLeod
As a Savannah native, Michael McLeod always felt a pull to get back to his hometown. Michael attended Washington and Lee University in Virginia, where he met his wife Bradley just a few weeks into their freshman year. After graduating, they decided to move to Atlanta, where Michael worked for a...
Introducing Kyle Powers, MBA, AIF
We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education...
Promotion Announcement
The Fiduciary Group recently promoted Bess Butler to Associate Investment Advisor. In her new position, Bess is responsible for client relationship management, client communications and portfolio reviews. She joined The Fiduciary Group in 2017 as a Client Services Associate and is the third...
Introducing Michael R. McLeod, CFP®
We are excited to announce Michael R. McLeod has joined the team as the company’s new Senior Wealth Advisor and Director of Financial Planning. In his new position, McLeod is responsible for expanding the firm’s financial planning services and fostering life-long, wealth management client...
Employee Spotlight: Carey Schwartzburt
Family Focus & Individual Achievement Almost eleven years ago, one year after completing her BFA in Graphic Design at SCAD and working in Atlanta, a young Carey Black longed for an opportunity to return to her beloved Savannah. Lucky for her, The Fiduciary Group understood the fundamental need for...
Employee Spotlight: Alex Morris
Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at...