Profiel
Mr. Wesley A.
French is a Founding Partner at Peachtree Investment Advisors, Inc. His responsibilities include serving the needs of clients and developing strategic relationships for the firm.
With over 30 years of experience in financial services.
He provides expertise in all areas of wealth management, including tax efficient wealth transfer strategies, retirement planning, banking, and insurance advice.
He currently serves on the Board of Trustees of Agnes Scott College and is Chairman of the school’s Investment Committee.
He also serves on the Investment Committee of the Atlanta History Center, where he previously served as a Board Trustee.
Mr. French formerly served as a partner and Executive Vice President of an Atlanta-based investment advisory firm.
He also spent 13 years with First Union Corporation where he assisted in the establishment of the bank’s footprint in Georgia.
He served as Senior Vice President and Regional Managing Director of Private Banking.
He was graduated with a Bachelor’s degree in Economics from Davidson College.
Eerdere bekende functies van Wes French
Bedrijven | Functie | Einde |
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Peachtree Investment Advisors, Inc.
Peachtree Investment Advisors, Inc. Investment ManagersFinance Peachtree Investment Advisors, Inc. provides investment advice. The company is based in Atlanta, GA. Peachtree Investment Advisors was acquired by United Capital Financial Advisers LLC on April 01, 2019. The company was founded in 2006 by Wesley Aaron French, Dorsey D. Farr, Michael Edward Wolf. | Oprichter | 30-03-2019 |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | President | 31-12-2005 |
Buckhead Lions Club Foundation, Inc. | Corporate Officer/Principal | - |
First Union Corp. | Corporate Officer/Principal | - |
The Atlanta History Center
The Atlanta History Center Other Consumer ServicesConsumer Services Atlanta History Center provides information about exhibitions, archives, programs, events, and tours of historic local homes and gardens. The company was founded in 1926 and is headquartered in Atlanta, GA. | Directeur/Bestuurslid | - |
Opleiding van Wes French
Davidson College | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Bedrijven in privébezit | 5 |
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Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Finance |
First Union Corp. | Finance |
The Atlanta History Center
The Atlanta History Center Other Consumer ServicesConsumer Services Atlanta History Center provides information about exhibitions, archives, programs, events, and tours of historic local homes and gardens. The company was founded in 1926 and is headquartered in Atlanta, GA. | Consumer Services |
Peachtree Investment Advisors, Inc.
Peachtree Investment Advisors, Inc. Investment ManagersFinance Peachtree Investment Advisors, Inc. provides investment advice. The company is based in Atlanta, GA. Peachtree Investment Advisors was acquired by United Capital Financial Advisers LLC on April 01, 2019. The company was founded in 2006 by Wesley Aaron French, Dorsey D. Farr, Michael Edward Wolf. | Finance |
Buckhead Lions Club Foundation, Inc. |