Vickery Financial Services | Financial Advisor in Athens ,GA

190 Hawthorne Park
Athens, GA 30606
Phone: (706) 372-6435

Guidance and leadership to help you achieve your dreams.


About

Vickery Financial Services, Inc. is an independent wealth
management firm located in Athens, Georgia. Chuck Vickery
founded VFS in 1982 to provide investment advice that would help
his clients make smart decisions with their money. While many
things have changed since 1982, the core principles of VFS have
remained the same.

Everyone wants to have enough money to live well, but what do
you really want to achieve with your wealth? What are your hopes
and dreams?

At Vickery Financial, our goal is to put the power of markets on
your side to help you manage and grow your wealth.

We invite you to learn more about our background and experience,
and welcome you to sit down with us for a meeting to get to know
us in person.

30 Years of Experience



General Information
Firm Start Year:   1982
No.of Employees:   5-9
Name of Custodial Firm:   Schwab, Pershing, Fidelity and TDAmeritrade
States Licensed in:   GA
Number of Years with Current Firm:   2
Work Experience:   Vickery Financial Services - Practice Group
Leader & Wealth Strategist
Cannon Financial Institute - Adjunct Faculty
Bank of America - VP Private Banking
City National Bank - VP Investment Management &
Trust Services
Security Pacific Bank - VP Senior
Investment Officer
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Investment Portfolio Management


Qualifications & Memberships
Firm Information
Firm's Number of Clients:   550
Firm's Number of Planning Clients:   550
Firm's Number of Managed Clients:   550
Assets Managed by Firm:   $180,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Based on Assets , Hourly


Board Positions
Organization:  Cannon Financial Institute  Athens, GA
Position :  Director
Duration :  Jan 2012-Dec 2016


Education
BS Business Administration  University of Southern California - Los Angeles, CA
-



FAQs

  • What is your approach to financial planning? We use a consultative three-step approach: Design – Build – Protect Design: We take the time to understand and clarify your life and financial goals and then create a tailored financial plan designed to help make your goals possible. Build: We use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk. Protect: We provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.

DISCLAIMER

Vickery Financial Services, Inc. is an SEC- registered investment adviser.

Clark Brown

Clark Brown

Certified Wealth Strategist

Biography


Clark is a recognized thought leader in the wealth management industry. He has consistently advocated that advisers must always put the client’s best interest first and serve their clients as a fiduciary.

Clark began his career in 1986. His experiences include advising individuals, families and businesses. Clark spent nearly twenty years advising financial institutions on how to best serve their clients by putting their clients best interests first.

Clark is a Certified Wealth Strategist and Certified Wealth Mentor. Clark has earned a BA in Business Administration from the University of Southern California.

Clark lives with his wife of 30 years in Athens, GA. They have raised three wonderfully talented children.

My Services


Financial Advice & Consulting

Retirement Planning, Financial Planning, Investment Planning and Investment Portfolio Management, Risk Management, Social Security Planning, Financial Coaching, Business Succession Planning, Trust & Estate Planning, and Tax Planning

My Team


David Jenkins joined Vickery Financial as a Wealth Adviser in January of 2015. He earned a Bachelor of Business Administration degree in Economics from the Terry College of Business at the University of Georgia. His principal areas of focus were Industrial Firm Organization and Macroeconomics. David holds the Uniform Investment Adviser Law (Series 65) registration and is a member of the American Economic Association. As an economist, David is constantly striving for efficiency and carries this principle over to his investment strategy. He constructs comprehensive financial solutions for clients seeking to grow and preserve their assets in an efficient manner. David aims to understand the unique challenges facing clients as the ...more


Rob Fezekas is a Wealth Adviser at Vickery Financial Services, Inc. and joined the team in 2015. His investment career began in 1992 as a Securities Analyst with the Principal Financial Group in Des Moines, IA and continued as a Portfolio Manager with Dimensional Fund Advisors in Santa Monica, CA. Rob strives to provide each client with a customized, effective investment plan that incorporates all aspects of their particular financial situation and goals. Rob is a graduate of the University of Iowa where he earned a B.A. degree in Finance and a minor in Mathematics, and earned his M.B.A. from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Statistics and Economics. Rob is also a Char ...more


Communities Served

Arnoldsville Athens
Auburn Bethlehem
Bishop Bogart
Braselton Colbert
Comer Commerce
Crawford Danielsville
Farmington Good Hope
Hoschton Hull
Jefferson Lexington
Madison Maysville
Monroe Nicholson
Pendergrass Rutledge
Social Circle Statham
Stephens Talmo
Union Point Watkinsville
Winder Winterville

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check

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