
Marc A. Alexander, CFP®, CIMA®
President
PIM Portfolio Manager
Marc A. Alexander, CFP®, CIMA®
Marc Alexander is the President and Co-Founder of Ascending Capital Management. After nearly three decades of investment management and estate planning strategies, Marc has earned a reputation for his commitment to personalized service. He has built a successful team by empowering employees to own each client experience. For Marc, it’s not work if you love what you do. Offering meaningful advice for philanthropic and family legacy planning, caring for clients as well as team members is the very heart of his business.
In 1993, Marc launched his career at IJL Wachovia, a predecessor to Wells Fargo Advisors, where he dedicated much of his professional career. In 2023, Marc co-founded Ascending Capital Management, an independent practice clearing through Wells Fargo Advisors Financial Network.
As a PIM Portfolio Manager, Marc is laser-focused on fully customizing investment solutions geared toward his clients’ goals. The PIM designation is granted to a small percentage of Financial Advisors within Wells Fargo Advisors who have met the firm’s rigorous program criteria such as completing advanced training, having proven experience, and holding appropriate registrations. Marc has been named on the Forbes Best-in-State Wealth Advisors list** from 2022-2025.
Marc values the importance of continuing education to stay current on economic changes and emerging developments in wealth management. After obtaining his BBA in Finance from the University of Georgia in 1992, Marc went on to become a CERTIFIED FINANCIAL PLANNER® professional. He is also a Certified Investment Management Analyst (CIMA®) and a member of the Investment Management Consultants Association®. Marc holds insurance licenses for life, long-term care and annuities.
Outside of the office, Marc prioritizes his free time with his wife Tanya, and their two children. His passions include skiing, golfing, and exploring new destinations alongside his family. He actively contributes to his community helping various charitable organizations, including his children’s school, Woodward Academy.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
In 1993, Marc launched his career at IJL Wachovia, a predecessor to Wells Fargo Advisors, where he dedicated much of his professional career. In 2023, Marc co-founded Ascending Capital Management, an independent practice clearing through Wells Fargo Advisors Financial Network.
As a PIM Portfolio Manager, Marc is laser-focused on fully customizing investment solutions geared toward his clients’ goals. The PIM designation is granted to a small percentage of Financial Advisors within Wells Fargo Advisors who have met the firm’s rigorous program criteria such as completing advanced training, having proven experience, and holding appropriate registrations. Marc has been named on the Forbes Best-in-State Wealth Advisors list** from 2022-2025.
Marc values the importance of continuing education to stay current on economic changes and emerging developments in wealth management. After obtaining his BBA in Finance from the University of Georgia in 1992, Marc went on to become a CERTIFIED FINANCIAL PLANNER® professional. He is also a Certified Investment Management Analyst (CIMA®) and a member of the Investment Management Consultants Association®. Marc holds insurance licenses for life, long-term care and annuities.
Outside of the office, Marc prioritizes his free time with his wife Tanya, and their two children. His passions include skiing, golfing, and exploring new destinations alongside his family. He actively contributes to his community helping various charitable organizations, including his children’s school, Woodward Academy.
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
President
PIM Portfolio Manager
https://www.linkedin.com/in/marc-alexander-2414303a/

Seth M. Asher, MBA
Managing Partner
PIM Portfolio Manager
Seth M. Asher, MBA
Seth Asher is the Managing Partner for Ascending Capital Management (ACM), where he brings over 25 years of investment planning experience. Merging the intimacy of a boutique-like feel along with the investment resources of Wells Fargo Advisors Financial Network, he co-founded ACM in 2023.
For Seth, being a financial advisor comes down to two things: listening to his clients’ needs and building a trusting relationship with his clients. Seth develops relationships spanning the generations of his client’s families to understand all aspects of their wants and needs. While keeping individuals at the center of every personalized strategy, Seth works closely with his clients to anticipate and help meet their evolving stages of financial needs.
During his tenure at RBC Wealth Management, Morgan Stanley and Wells Fargo Advisors, Seth has dedicated his career to helping clients gain a better understanding of holistic investment planning, wealth preservation and estate planning strategies. Seth has been recognized by Forbes Best-in-State Wealth Advisors** from 2022-2025.
Family is the most important thing to Seth which drives his passion for helping his clients while keeping their family at the center of investment planning strategies. Being a husband, father, and entrepreneur, he knows and understands the complexity of financial decisions his clients face each day and throughout their lives.
Seth attended the University of Georgia, obtained a dual Master Degree at Georgia State University and has continued his education through obtaining the certification for Accredited Wealth Manager. Although he is a true Bulldog, Seth’s son attends GA Tech, so Seth proudly considers himself a “UGA Grad and Tech Dad”.
Outside of the office, Seth actively supports the local community through organizations such as the Friends of the GA Holocaust Commission. He also spends quality time volunteering with his children’s athletic programs and their schools. Time with his family is best spent at favorite destinations such as Hilton Head Island, Naples, Florida or Aspen, Colorado.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For Seth, being a financial advisor comes down to two things: listening to his clients’ needs and building a trusting relationship with his clients. Seth develops relationships spanning the generations of his client’s families to understand all aspects of their wants and needs. While keeping individuals at the center of every personalized strategy, Seth works closely with his clients to anticipate and help meet their evolving stages of financial needs.
During his tenure at RBC Wealth Management, Morgan Stanley and Wells Fargo Advisors, Seth has dedicated his career to helping clients gain a better understanding of holistic investment planning, wealth preservation and estate planning strategies. Seth has been recognized by Forbes Best-in-State Wealth Advisors** from 2022-2025.
Family is the most important thing to Seth which drives his passion for helping his clients while keeping their family at the center of investment planning strategies. Being a husband, father, and entrepreneur, he knows and understands the complexity of financial decisions his clients face each day and throughout their lives.
Seth attended the University of Georgia, obtained a dual Master Degree at Georgia State University and has continued his education through obtaining the certification for Accredited Wealth Manager. Although he is a true Bulldog, Seth’s son attends GA Tech, so Seth proudly considers himself a “UGA Grad and Tech Dad”.
Outside of the office, Seth actively supports the local community through organizations such as the Friends of the GA Holocaust Commission. He also spends quality time volunteering with his children’s athletic programs and their schools. Time with his family is best spent at favorite destinations such as Hilton Head Island, Naples, Florida or Aspen, Colorado.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Partner
PIM Portfolio Manager
https://www.linkedin.com/in/seth-asher-45857a6/

Armistead Burwell, CFP®
Senior Vice President
Financial Advisor
Armistead Burwell, CFP®
Armistead Burwell is a dedicated Financial Advisor who is deeply committed to enhancing the lives of his clients through exceptional service, investment knowledge, responsiveness, and genuine care. His approach to wealth management transcends more than just investment advice; it is a personal commitment to stewarding his clients' family legacies, both in the present and for generations to come.
With 30 years of experience, Armistead has honed his expertise in financial analysis, business consulting, and wealth management, paving the way for his role in establishing Ascending Capital Management. He holds a degree in Economics from the University of Virginia and earned the CERTIFIED FINANCIAL PLANNER® designation in 2022 allowing him to offer his clients a comprehensive and holistic view of their financial picture.
Originally from Grosse Pointe, MI, Armistead's journey led him to Atlanta, Georgia, after completing his degree at Virginia. Outside of his professional endeavors, he enjoys running, fly-fishing, exploring National Parks, and indulging in culinary creations on his Big Green Egg grill. His free time finds him alongside his wife, Hannah, as they enthusiastically cheer on their kids during track competitions at Georgia Tech.
With 30 years of experience, Armistead has honed his expertise in financial analysis, business consulting, and wealth management, paving the way for his role in establishing Ascending Capital Management. He holds a degree in Economics from the University of Virginia and earned the CERTIFIED FINANCIAL PLANNER® designation in 2022 allowing him to offer his clients a comprehensive and holistic view of their financial picture.
Originally from Grosse Pointe, MI, Armistead's journey led him to Atlanta, Georgia, after completing his degree at Virginia. Outside of his professional endeavors, he enjoys running, fly-fishing, exploring National Parks, and indulging in culinary creations on his Big Green Egg grill. His free time finds him alongside his wife, Hannah, as they enthusiastically cheer on their kids during track competitions at Georgia Tech.
Senior Vice President
Financial Advisor
https://www.linkedin.com/in/armisteadburwell/

Doug Astrop, CFP®, CIMA®
Senior Vice President
Director of Investment Strategy
Doug Astrop, CFP®, CIMA®
Doug Astrop is the Director of Investment Strategy of Ascending Capital Management. With over 20 years of experience in money management, Doug is a seasoned portfolio manager, stock and options trader and financial adviser who specializes in designing and implementing customized investment strategies to help achieve each client’s long-term financial goals. For Doug, concocting the perfect investment mix is a delicate art form.
The Astrop family has worked in the investment business since the late-1960s, so investing is truly in Doug’s blood. Prior to his career in investing, Doug worked in the music and film industries in Los Angeles. Since pivoting to investments, beginning with a West Coast stint at Merrill Lynch, he has managed a boutique investment advisory firm and founded an alternative investment partnership (hedge fund).
Doug received his BS in business administration from Georgetown University and his MBA from the University of Southern California (Marshall School of Business). He is also a CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst (CIMA®).
Prioritizing continual learning, Doug closely follows important economic and market developments and regularly discusses stocks and markets on various television programs such as Schwab Network, Cheddar and Bloomberg. He has also made the pilgrimage to Omaha to attend Warren Buffett’s annual Berkshire Hathaway meetings, a special gathering for diehard value investors.
Outside of the office, Doug is an accomplished pianist and music composer. He volunteers and supports numerous charitable organizations. As a co-founder of Zorro’s Crossing Horse Sanctuary, he rescues horses with his wife and twin sons on their farm in Chattahoochee Hills.
The Astrop family has worked in the investment business since the late-1960s, so investing is truly in Doug’s blood. Prior to his career in investing, Doug worked in the music and film industries in Los Angeles. Since pivoting to investments, beginning with a West Coast stint at Merrill Lynch, he has managed a boutique investment advisory firm and founded an alternative investment partnership (hedge fund).
Doug received his BS in business administration from Georgetown University and his MBA from the University of Southern California (Marshall School of Business). He is also a CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst (CIMA®).
Prioritizing continual learning, Doug closely follows important economic and market developments and regularly discusses stocks and markets on various television programs such as Schwab Network, Cheddar and Bloomberg. He has also made the pilgrimage to Omaha to attend Warren Buffett’s annual Berkshire Hathaway meetings, a special gathering for diehard value investors.
Outside of the office, Doug is an accomplished pianist and music composer. He volunteers and supports numerous charitable organizations. As a co-founder of Zorro’s Crossing Horse Sanctuary, he rescues horses with his wife and twin sons on their farm in Chattahoochee Hills.
Senior Vice President
Director of Investment Strategy

Phin Davis
Dedicated to excellence, Phin Davis serves as the Branch Manager for Ascending Capital Management. His commitment to precision is demonstrated through his proficiency in optimizing operations and effectively managing risks.
Having a strong understanding of rules and regulations within the brokerage industry, he works within the practice to mitigate risk. With over two decades of experience in regulatory compliance, Phin came to Ascending Capital after serving at Wells Fargo Advisors, Morgan Stanley, and Merrill Lynch. A graduate with a BA in Marketing from the University of Georgia, he combines his educational foundation with practical insights and motivation to help lead his team to success.
A true Georgian at heart, Phin remains deeply rooted in his community. He actively contributes to the empowerment of youth by supporting Junior Achievement’s BizTown, fostering financial literacy and equipping young minds with essential life skills. Beyond his professional commitments, his strength and drive carry over to gym where he enjoys staying fit and healthy. In his downtime, Phin enjoys traveling with his wife, Amanda and walks with their dog, Pepper.
Having a strong understanding of rules and regulations within the brokerage industry, he works within the practice to mitigate risk. With over two decades of experience in regulatory compliance, Phin came to Ascending Capital after serving at Wells Fargo Advisors, Morgan Stanley, and Merrill Lynch. A graduate with a BA in Marketing from the University of Georgia, he combines his educational foundation with practical insights and motivation to help lead his team to success.
A true Georgian at heart, Phin remains deeply rooted in his community. He actively contributes to the empowerment of youth by supporting Junior Achievement’s BizTown, fostering financial literacy and equipping young minds with essential life skills. Beyond his professional commitments, his strength and drive carry over to gym where he enjoys staying fit and healthy. In his downtime, Phin enjoys traveling with his wife, Amanda and walks with their dog, Pepper.
Branch Manager
https://www.linkedin.com/in/phin-davis-2344a5126/

Lisa Holmes
Lisa is the Director of Operations at Ascending Capital Management. With 26 years of industry experience, she is responsible for leading our broker-dealer and advisory operations team with a passion for serving the advisors and their clients. Lisa takes a collaborative approach to overseeing and enabling operations and growth.
Prior to joining Ascending Capital Management, Lisa was Senior Relationship Manager at PFW Advisors, an Atlanta based RIA, where she served high-net-worth clients and ensured that the team provided the highest quality of service for clients as well as
maintaining the company's excellent reputation and operational efficiency. Lisa was also instrumental in developing promotional, compliance and risk strategies for firm awareness and creating business partnerships.
As a Florida State alumni and a native of South Florida, Lisa enjoys spending quality time at the beach with her family and loves cheering on the Atlanta Braves.
Prior to joining Ascending Capital Management, Lisa was Senior Relationship Manager at PFW Advisors, an Atlanta based RIA, where she served high-net-worth clients and ensured that the team provided the highest quality of service for clients as well as
maintaining the company's excellent reputation and operational efficiency. Lisa was also instrumental in developing promotional, compliance and risk strategies for firm awareness and creating business partnerships.
As a Florida State alumni and a native of South Florida, Lisa enjoys spending quality time at the beach with her family and loves cheering on the Atlanta Braves.
Director of Operations

Bridgette Blaylock
Senior Registered Client Associate
Bridgette Blaylock
Bridgette Blaylock is a dedicated Senior Registered Client Associate committed to delivering exceptional service and support. As a key operational backbone at Ascending Capital Management, she serves as the primary point of contact for asset movement inquiries, helping ensure seamless transactions and client satisfaction.
With over 30 years of experience in financial services and customer relations, Bridgette is passionate about providing both new and long-standing clients with an outstanding service experience. She began her career in the financial industry with A.G Edwards & Sons and has since built a reputation for excellence. To enhance her expertise, she obtained her Series 7 and Series 63 securities registrations, allowing her to facilitate trades when necessary.
Bridgette’s dedication and professionalism earned her recognition as a Platinum Council Client Associate from 2012-2022 during her time with Wells Fargo Advisors. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
This honor reflects her unwavering commitment to professionalism, integrity, and leadership in the financial industry.
With a client-first mindset and a wealth of industry knowledge, Bridgette continues to provide exceptional support, ensuring that every client receives the highest level of care and service.
With over 30 years of experience in financial services and customer relations, Bridgette is passionate about providing both new and long-standing clients with an outstanding service experience. She began her career in the financial industry with A.G Edwards & Sons and has since built a reputation for excellence. To enhance her expertise, she obtained her Series 7 and Series 63 securities registrations, allowing her to facilitate trades when necessary.
Bridgette’s dedication and professionalism earned her recognition as a Platinum Council Client Associate from 2012-2022 during her time with Wells Fargo Advisors. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
This honor reflects her unwavering commitment to professionalism, integrity, and leadership in the financial industry.
With a client-first mindset and a wealth of industry knowledge, Bridgette continues to provide exceptional support, ensuring that every client receives the highest level of care and service.
Senior Registered Client Associate

Debi Chin
Debi Chin is a Senior Registered Client Associate at Ascending Capital Management. She holds her Series 7 and 63 registrations, qualifying her to aid in the sale or purchase of securities.
She is a tremendous resource for all operational questions and issues, drawing upon her 40 years of experience in the financial industry. In her professional approach, she provides clients with the personalized attention and goal-oriented service they deserve.
With 40 years of experience in the financial industry, Debi is a trusted resource for operational inquiries and complex financial matters. Her commitment to excellence is evident in her personalized approach, providing clients with the attention, guidance, and goal-oriented service they deserve.
During her time with Wells Fargo Advisors, Debi was recognized as a Platinum Council Client Associate. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Drawing upon her four decades of industry experience and an unwavering focus on client success, Debi continues to be a pillar of excellence at Ascending Capital Management, ensuring that every client receives the highest level of care and support.
She is a tremendous resource for all operational questions and issues, drawing upon her 40 years of experience in the financial industry. In her professional approach, she provides clients with the personalized attention and goal-oriented service they deserve.
With 40 years of experience in the financial industry, Debi is a trusted resource for operational inquiries and complex financial matters. Her commitment to excellence is evident in her personalized approach, providing clients with the attention, guidance, and goal-oriented service they deserve.
During her time with Wells Fargo Advisors, Debi was recognized as a Platinum Council Client Associate. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Drawing upon her four decades of industry experience and an unwavering focus on client success, Debi continues to be a pillar of excellence at Ascending Capital Management, ensuring that every client receives the highest level of care and support.
Senior Registered Client Associate

Roy Fabbrini
, CFP
Whatever the circumstance in life, Roy has always answered the call. For over 30 years in personal wealth planning, he’s been enabling young people to go to college, retirees to focus on their passions, and families to craft their legacies. As President of Fabbrini Wealth Management of Ascending Capital Management (ACM), Roy works with clients to not just to create plans for retirement – but plans for life. He puts a special emphasis on educating his clients, especially the next generation, try to show them they CAN achieve their goals.
Roy first answered the call when he trained and flew F-4 & F-15 aircraft in the United States Air Force (USAF) and Air National Guard, serving our country for 22 years both before and during his career in financial services. Having been named to the Wells Fargo Advisors Financial Network Platinum Council, 2013-2023, he learned the critical difference that trustworthy investment planning can make in the lives of his clients. This belief, along with his prevailing need & love for freedom, were among the reasons that Roy pioneered Fabbrini Wealth Management of ACM. Similarly, Roy earned the CERTIFIED FINANCIAL PLANNER® designation to provide a broader scope of services to his clients.
Working to uplift the community is one of the primary ways that Roy answers the call. He’s personally mentored over 20 young people into entry into the USAF Academy and supports organizations like the Wiregrass Rehabilitation Center, the Wallace Community College, and the House of Ruth. Roy also earned the Paul Harris Fellow designation in Rotary and is an active member of Covenant Methodist Church.
Finally, and most importantly, Roy has answered the call to be a good husband, father, and grandfather. Not only has he been devoted to his wife Eve for over 30 years, but they raised - and are very proud of - 4 successful daughters together. The entire family are enthusiastic supporters of their collective alma mater, Auburn University, where he met Eve and where all four daughters have graduated from or are attending currently. While most of their free time is spent with the family at the lake, Roy & Eve also love hitting the links when they can. When you see Roy, ask him about his collection of old pinball and arcade machines.
We are pleased to announce that we have been recognized as a Forbes Best in State Wealth Management Team for 2026.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View Award Disclosures
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Roy first answered the call when he trained and flew F-4 & F-15 aircraft in the United States Air Force (USAF) and Air National Guard, serving our country for 22 years both before and during his career in financial services. Having been named to the Wells Fargo Advisors Financial Network Platinum Council, 2013-2023, he learned the critical difference that trustworthy investment planning can make in the lives of his clients. This belief, along with his prevailing need & love for freedom, were among the reasons that Roy pioneered Fabbrini Wealth Management of ACM. Similarly, Roy earned the CERTIFIED FINANCIAL PLANNER® designation to provide a broader scope of services to his clients.
Working to uplift the community is one of the primary ways that Roy answers the call. He’s personally mentored over 20 young people into entry into the USAF Academy and supports organizations like the Wiregrass Rehabilitation Center, the Wallace Community College, and the House of Ruth. Roy also earned the Paul Harris Fellow designation in Rotary and is an active member of Covenant Methodist Church.
Finally, and most importantly, Roy has answered the call to be a good husband, father, and grandfather. Not only has he been devoted to his wife Eve for over 30 years, but they raised - and are very proud of - 4 successful daughters together. The entire family are enthusiastic supporters of their collective alma mater, Auburn University, where he met Eve and where all four daughters have graduated from or are attending currently. While most of their free time is spent with the family at the lake, Roy & Eve also love hitting the links when they can. When you see Roy, ask him about his collection of old pinball and arcade machines.
We are pleased to announce that we have been recognized as a Forbes Best in State Wealth Management Team for 2026.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View Award Disclosures
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
President
Managing Director - Investments
CFP
