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Fey George-Taylor
Wealth Management Associate at Inlight Wealth
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Work Experience
Wealth Management Associate
Feb 2023 - Present · 1 years and 11 months
Solution Analyst
Jul 2022 - Jan 2023 · 6 months
Personal Banker & Small Business Specialist
Feb 2020 - Dec 2021 · 1 years and 10 months
Company Details
2-10 Employees
InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley. The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans. “The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.” InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.). For more information, please visit InLightWealth.com.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
1175 Peachtree Street NE 100 Colony Square, Suite 360 Atlanta, GA 30361, US
Keywords
Private Wealth Management
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