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Frank T. Waterson III

Principal

Homrich Berg

United States, Georgia, Atlanta

About Me

Frank has spent his entire career working with wealthy individuals, families, and foundations. Frank leads a team at Homrich Berg serving as the family CFO for select clients throughout the country. He provides planning advice in the areas of investment management, retirement planning, risk management, income tax and estate planning. One of Frank’s primary goals is to help free up time for clients, so they can focus on the areas that matter to them most. Prior to joining Homrich Berg, Frank began his career developing comprehensive financial plans and advising Fortune 500 executives with The Ayco Company, a Goldman Sachs company. A significant amount of time was spent on employee benefits

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Profile Information

Principal

Homrich Berg

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

Jul 4, 2024

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