Profil
Ms. Margaret M.
Guenther, CFA, is a Wealth Management Advisor at TBFM LLP.
She manages portfolios for individuals and their families, conducts investment research and provides financial planning and strategy.
She has over 30 years of trust and investment management experience.
Prior to joining Buffington Mohr McNeal in June 2017, Ms. Guenther served as a Senior Portfolio Manager for Montag Wealth Management in Atlanta, GA for eleven years.
Prior to Montag, she worked for SunTrust Bank as the Regional Managing Director of Personal Asset Management – Georgia.
In that role she supervised portfolio managers throughout the state, managed several key client relationships and delivered regular economic update presentations to company management and external forums.
Ms. Guenther received her Bachelor of Science in Management from Georgia Institute of Technology in 1988.
She earned Chartered Financial Analyst certification in 1991.
She earned Certified Financial Planner certification from the CFP Board in 2006.
Postes actifs de Molly Guenther
| Sociétés | Poste | Début |
|---|---|---|
TBFM LLP
 TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Analyst-Equity | 01/06/2017 |
Anciens postes connus de Molly Guenther
| Sociétés | Poste | Fin |
|---|---|---|
| SUNTRUST BANKS | Corporate Officer/Principal | - |
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | - |
Formation de Molly Guenther
| Georgia Institute of Technology | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
TBFM LLP
TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Finance |