The Frierson Group

Merrill Lynch Wealth Management
272 West Hancock Ave
Athens, GA 30601
(706) 552.2074
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Frierson Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Joseph Frierson III
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Frierson Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Joseph Frierson Jr.
Managing Director, Wealth Management Advisor
706.552.2101
Joseph Frierson III,

CPWA®

Managing Director, Wealth Management Advisor
706.552.2103
Meg Parker,

CIMA®, CPFA™

First Vice President, Wealth Management Advisor
706.552.2074
Amanda Kimzey Brooks
No Officer Title, Registered Senior Wealth Management Client Associate
706.552.2106
Millie J Rovny
No Officer Title, Registered Wealth Management Client Associate
706.552.2080
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Lauren Galvin
Wealth Strategies Advisor
Bank of America, N.A.
Hulett Sumlin
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #437928
Mary Brewer
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.