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


Frank T. Waterson III
Principal
Homrich Berg
United States, Georgia, Atlanta
About Me
Profile Information
Principal
Homrich Berg
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
Jul 4, 2024
More profiles to browse
AO
Amy Owen
Managing Director
C Brandon Downs
Principal
AG
Anthony Guinta
Director
AF
Adam Fuller
Principal
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University