Corporate Executives

 

Corporate Executives

As a successful executive, you have mastered the ability to design and execute financial strategies. You understand that delegating to experts can bring enormous value to both your professional and personal life. At Brightworth, we have a team of advisors with deep expertise across the financial disciplines who will help you maximize your compensation plans while minimizing the tax impact. We routinely address the following frequently asked questions:

  • Am I optimizing my executive compensation and deferral options to meet my personal wealth goals?
  • Do I have a strategy for my restricted stock and stock options? Does it provide for the appropriate level of diversification with upside potential and tax minimization?
  • How do I structure my investments to outpace inflation, manage market volatility and provide income as I transition into retirement?
  • What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties?

Our advisors have worked with executives from a number of corporations including The Coca-Cola Company, Delta Airlines, Accenture, Alston & Bird, Amazon, Charles Schwab, Chattem, Chevron, Chick-fil-A, Coca-Cola Refreshments, Cotton States Insurance, Emory University Hospital, Ernst & Young, General Motors, Genuine Parts Company, Georgia Tech, Global Payments, Google, Hewitt Associates, Immucor, ING, Kimberly Clark, KPMG, Levi Strauss, McDonald’s, McKesson, Medtronic, Microsoft, M&M/Mars, Minute Maid, Molly Maids, Mountaire Foods, Nike, Sutherland, The Home Depot, United Parcel Service (UPS), UnumProvident, Wells Fargo, Coca-Cola North America (CCNA) and more…

Note:  Brightworth and/or its partners have worked with clients who are either current or former/retired employees of the above listed companies and/or their predecessors.  This does not imply that Brightworth has a relationship or is endorsed by the companies themselves.

Our Expert Advisors

Tom Presley
Tom Presley, CPA, CFP®, PFS
Partner | Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Lisa Brown, CFP®, CIMA®
Lisa Brown, CFP®, CIMA®
Partner | Wealth Advisor | Chief Strategy Officer | Corporate Professionals and Executives

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."