The MWR Advisory Group
McLendon Wealth Management Group
McLendon Wealth Management Group
4042316524
Having run a boutique investment practice for 30-plus years, Jim offers a select group of clients a distinctive blend of experienced investment guidance and personal service. He carefully evaluates his clients’ investment goals before developing an investment strategy specifically tailored to their financial needs.
Jim began his career in 1994 with Interstate/Johnson Lane, (a predecessor firm of Wachovia Securities/Wells Fargo Advisors) in Atlanta. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, Jim met the experience requirements of the CFP Board, successfully completed financial planning coursework, and passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
A cancer survivor, Jim raises money for cancer research through various charities. He is an avid sportsman and accomplished endurance athlete. Jim and his wife have been married for nearly 30 years and are the proud parents of three young men, a college student, a banker, and an active-duty military service member.
Jim began his career in 1994 with Interstate/Johnson Lane, (a predecessor firm of Wachovia Securities/Wells Fargo Advisors) in Atlanta. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, Jim met the experience requirements of the CFP Board, successfully completed financial planning coursework, and passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
A cancer survivor, Jim raises money for cancer research through various charities. He is an avid sportsman and accomplished endurance athlete. Jim and his wife have been married for nearly 30 years and are the proud parents of three young men, a college student, a banker, and an active-duty military service member.
Marcus A. Wheeler
Senior Vice President/Investments; Branch Manager
Marcus A. Wheeler
Senior Vice President/Investments; Branch Manager
4042316550
With more than 20 years of experience in the financial services industry, I am proud to lead the management team at Stifel’s Atlanta Private Client Group office, where I work directly with financial advisors, providing them with proven skills, tools, and resources to take their business to the next level. With an emphasis on practice management and integrated marketing activities, I work with my financial advisors to help ensure they are delivering a differentiated service experience to each client.
A graduate of the University of South Dakota with a B.S. in Business Administration, I began my financial services industry career with Northwestern Mutual Life in 1995. Two years later, I became a Financial Advisor with Dean Witter, which later merged with Morgan Stanley. After establishing myself as a highly respected financial advisor, I completed the firm’s Management Development program in 2000. This experience led to new and expanded opportunities that combined my leadership skills with my passion for education and coaching. Throughout my long and rewarding career, I held several management positions in Georgia, Florida, Louisiana, and West Virginia.
In addition to working with my branch’s financial advisors to help them grow their practices, I am also a seasoned financial advisor. Over the years, I have earned the reputation for providing highly customized guidance and risk-adjusted strategies to financially successful individuals, families, and small business owners. Specializing in wealth management services for retirees, women, attorneys, physicians, and corporate executives, my comprehensive approach includes a thorough planning process and a commitment to outstanding service.
My passion for leading teams and helping clients pursue their goals is equaled only by my dedication to my family and my community. My wife, Tracy, and I have two children, Jared and Elise. I acted as an Assistant Scout Master and Treasurer of my son’s Boy Scout troop and enjoyed coaching my children’s soccer and basketball teams. In my leisure time, I enjoy hiking, camping, and traveling to new places.
A graduate of the University of South Dakota with a B.S. in Business Administration, I began my financial services industry career with Northwestern Mutual Life in 1995. Two years later, I became a Financial Advisor with Dean Witter, which later merged with Morgan Stanley. After establishing myself as a highly respected financial advisor, I completed the firm’s Management Development program in 2000. This experience led to new and expanded opportunities that combined my leadership skills with my passion for education and coaching. Throughout my long and rewarding career, I held several management positions in Georgia, Florida, Louisiana, and West Virginia.
In addition to working with my branch’s financial advisors to help them grow their practices, I am also a seasoned financial advisor. Over the years, I have earned the reputation for providing highly customized guidance and risk-adjusted strategies to financially successful individuals, families, and small business owners. Specializing in wealth management services for retirees, women, attorneys, physicians, and corporate executives, my comprehensive approach includes a thorough planning process and a commitment to outstanding service.
My passion for leading teams and helping clients pursue their goals is equaled only by my dedication to my family and my community. My wife, Tracy, and I have two children, Jared and Elise. I acted as an Assistant Scout Master and Treasurer of my son’s Boy Scout troop and enjoyed coaching my children’s soccer and basketball teams. In my leisure time, I enjoy hiking, camping, and traveling to new places.
Frederick M. Ross
CFP, RICP
CFP, RICP
Senior Vice President/Investments
4042316528
Fred is an established and knowledgeable wealth management professional who has offered his financial counsel to individuals and families for more than 36 years. He specializes in providing comprehensive wealth management, asset preservation and retirement planning strategies.
Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, he has met the experience requirements of the CFP Board, has successfully completed financial planning coursework, and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificates also agree to meet ongoing continuing education requirements.
Fred joined Stifel in 2018 after working for and managing a Branch with Raymond James. He developed deep, practical experience at several well-respected firms, including Laventhol & Horwath, CPA, Shearson Lehman Hutton, Inc., Lehman Brothers and Deutsche Banc Alex. Brown, LLC and Alexander Key, a division of Truist Bank.
Fred is an Atlanta native, married to Cecily and combined they have four grown children: Rebecca, Joey, Daryl and Eryn along with four grandsons and their exquisite standard poodle Ms. Roxie.
Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, he has met the experience requirements of the CFP Board, has successfully completed financial planning coursework, and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificates also agree to meet ongoing continuing education requirements.
Fred joined Stifel in 2018 after working for and managing a Branch with Raymond James. He developed deep, practical experience at several well-respected firms, including Laventhol & Horwath, CPA, Shearson Lehman Hutton, Inc., Lehman Brothers and Deutsche Banc Alex. Brown, LLC and Alexander Key, a division of Truist Bank.
Fred is an Atlanta native, married to Cecily and combined they have four grown children: Rebecca, Joey, Daryl and Eryn along with four grandsons and their exquisite standard poodle Ms. Roxie.