KEYSTONE FINANCIAL GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 129301). Regulatory assets under management: $247.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Rhonda Mixon Gilbert | PRESIDENT/CEO | — |
| Thomas King Savage | CFO/TREASURER | — |
| Gary Stephen Fortier | SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| Andrew Jacob Gilbert | CHIEF INVESTMENT OFFICER | — |
| Ryan Patrick Mccafferty | PARTNER | — |
| FORTIER GARY STEPHEN | SECRETARY; SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| GILBERT RHONDA MIXON | PRESIDENT/CEO | — |
| SAVAGE THOMAS KING | CFO/TREASURER | — |
| BENZ ARTHUR ALDEN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GILBERT ANDREW JACOB | CHIEF INVESTMENT OFFICER | — |