PLATINUM WEALTH MANAGEMENT OF BUCKHEAD - Key Persons
Since 1986, I've had a passion for financial planning, wealth creation, and investing. I believe our health and wealth are instrumental to the enjoyment of our lives and families. For over 30 years, I have been fortunate to fuel my...
Beth's passion for investing has deep roots in her childhood, fueling her drive to excel in the financial industry. With an impressive 37 years of experience, she firmly believes that clients' goals and the ever-evolving financial markets require a rigorous and strategic approach for success. Beth's extensive knowledge and insights enable her to navigate the complexities of the financial landscape, helping clients work toward achieving their objectives at every stage of their financial lives. Her expertise has earned the confidence of multiple generations of families who rely on her guidance.
Beyond her professional accomplishments, Beth finds joy in supporting her beloved Georgia Bulldogs, immersing herself in reading, and exploring new destinations through travel. These diverse interests reflect her well-rounded personality and her curiosity to embrace new experiences.
With Beth's extensive experience, unwavering dedication, and commitment to excellence, Platinum Wealth Management of Buckhead thrives under her leadership. Clients value her expertise and guidance as she helps them navigate the intricacies of the financial world, providing strategic solutions that align with their unique goals.
Job Titles:
- Senior Vice President - Investments
Job Titles:
- Director of Marketing
- Director of Marketing and Media / Client Representative
- Media / Client Representative
Ellie is the Director of Marketing and Media/Client Representative at Platinum Wealth Management of Buckhead, a leading financial services firm. Born and raised in Peachtree City, Georgia, Ellie has always had a passion for finance and marketing.
Ellie's journey with Platinum Wealth Management began as an intern in May 2022, where she quickly showcased her exceptional skills and dedication. Her commitment to excellence and her ability to strategize and execute impactful marketing campaigns earned her a well-deserved position within the company.
As the Director of Marketing and Media/Client Representative, Ellie plays a pivotal role in driving the firm's marketing initiatives and ensuring top-notch client satisfaction. With her strong background in finance and marketing, she brings a unique perspective to the team and consistently develops innovative strategies to enhance the company's brand presence and attract new clients.
Ellie's educational background includes a Bachelor's degree from Georgia College & State University, where she graduated in May of 2023. Her studies provided her with a solid foundation in business administration, marketing, and finance, equipping her with the necessary knowledge and skills to excel in her current role.
Outside of her professional endeavors, Ellie finds joy in playing golf during her free time. This recreational pursuit not only allows her to unwind and recharge but also fuels her competitive spirit and determination, which she carries over into her work at Platinum Wealth Management.
With Ellie's passion for finance, expertise in marketing, and dedication to client satisfaction, she continues to make significant contributions to Platinum Wealth Management's success. Her unwavering commitment to excellence ensures that the firm remains at the forefront of the industry, offering unparalleled financial solutions and exceptional service to its valued clients.
Gena is the Managing Director of Platinum Wealth Management of Buckhead, bringing a wealth of experience and expertise to the table. Her unwavering passion for investing was ignited during captivating dinner table conversations with her family while growing up in Aliquippa, PA.
Equipped with a Bachelor's degree in Business Administration from Robert Morris University, Gena has dedicated over 30 years of her career to guiding clients through the crucial process of setting financial goals and allocating resources effectively to pursue them. Her extensive experience spanning multiple market cycles has honed her ability to understand the complex needs of clients, enabling her to curate tailored investment portfolios that align with their unique objectives.
Gena's astute understanding of the intricacies of the financial landscape empowers her to offer comprehensive investment solutions that aim to achieve long-term success. Her commitment to excellence and client-centric approach ensures that each individual receives personalized attention and receives strategies designed to suit their specific circumstances.
Beyond her professional endeavors, Gena finds joy in traveling, indulging her passion for interior design, and proudly cheering for the Pittsburgh Steelers. These diverse interests reflect her well-rounded personality and her ability to appreciate life beyond the world of finance.
With Gena's extensive experience, exceptional insights, and unwavering dedication, Platinum Wealth Management of Buckhead continues to thrive under her expert leadership. Clients can calue her guidance and expertise as she helps them navigate the complexities of the financial world, setting them on a path to work toward achieving their financial aspirations.
Gena is the Managing Director of Platinum Wealth Management of Buckhead. Her passion for investing was inspired by dinner table conversations with her family while growing up in Aliquippa, PA. Gena earned a Bachelors in Business...
Meet Beth, the accomplished Senior Director of Platinum Wealth Management of Buckhead. Hailing from Augusta, GA, she brings a wealth of experience and expertise to the table. Beth holds a Bachelor's degree in Business Administration from the prestigious Terry College of Business at the University of Georgia.