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Financial Advisor
2300 Windy Ridge Parkway
Suite 550 North
Atlanta, GA 30339
Suite 550 North
Atlanta, GA 30339
tel: 770-933-3096
toll free: 800-843-8729
fax: 770-933-3084
toll free: 800-843-8729
fax: 770-933-3084
Welcome
Associations
- 100 Black Men of North Metro, Inc.
- South Cobb Business Association
- Omega Psi Phi Fraternity, Inc., Chi Gamma Gamma Chapter
- United Way of Cobb County Community Investment Volunteer
- The Financial Planning Association of Georgia
Education and Licensing
- CERTIFIED FINANCIAL PLANNER™
- CHARTERED RETIREMENT PLANS SPECIALISTSM
- MBA - Finance
Iona College
New Rochelle, NY - B.S. - Accounting
Fairleigh Dickinson University
Teaneck, NJ - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
- Chartered Federal Employee Benefits Consultant
Services
- Wealth Management
- Asset Management
- Investment Policy Statements
- Retirement Planning
- 401k Rollovers
- Corporate Retirement Plans
- Long Term Care Insurance
- 529 Plans
- Cash Management
- Women and Company®
- Financial Planning
- Estate Planning
- Lending Services
- Fixed Income
- Municipal Bonds
- Planning for Special Needs Individuals
- Insurance Services
- Exchange Traded Funds
- Philanthropic Services
Business Experience
- 2006 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Atlanta, GA - 2001 - 2006: Wachovia Bank, N.A.
Relationship Manager - Wealth Management
Atlanta, GA - 1999 - 2001: Russell Corporation
Director of Corporate Finance
Atlanta, GA - 1992 - 1999: The Coca Cola Company
Finance Manager
Atlanta, GA
Bulletin Board
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
Kevin Sledge is licensed in the following state(s): AZ, CA, DC, FL, GA, IL, LA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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