Staff

 
Charles Walker Sullivan IV

Charles Walker Sullivan IV, CLTC®

Associate Financial Advisor
Office 770-612-4677

Walker IV has been a part of my team since June of 2014. Walker oversees the investment management and retirement plan aspects of the business. He is also heavily involved in the creation of the comprehensive financial plans for all of our clients. Walker became licensed for Life, Health, and Sickness Insurance in the State of Georgia in 2014 and also holds Series 7 and 63 securities licenses.

Walker is an Atlanta native and currently resides in Sandy Springs with his wife Paige. He is a graduate from Georgia Southern University where he majored in Political Science with a minor in Business. In his spare time, Walker enjoys playing golf, spending time at the lake, throwing the tennis ball with his black lab Duke, and is an avid outdoorsman. 

 
B. Peyton McDonald

B. Peyton McDonald, CLTC®

Client Service Manager
Office 770-955-6611

Peyton grew up in Atlanta and is a proud graduate of The University of Georgia with degrees in Finance and Marketing. While at UGA, Peyton and Walker first met as brothers of the Sigma Chi Fraternity. His corporate career began in banking with Trust Company Bank (now Truist) here in Atlanta. In 1994, Peyton shifted gears, leaving the corporate world to pursue a passion for lighting design, where he started his own residential lighting design business in Atlanta. 

Peyton’s commitment to provide clients with exceptional service led him back to the corporate world with an opportunity in Retail Management with Starbucks.  In 2016, Peyton joined Walker’s team to manage his client services and became licensed for Life, Health and Sickness Insurance in the state of Georgia shortly thereafter. Peyton also helps run the daily operations of the practice with a primary focus on providing clients with exceptional service that will strengthen the client relationship. 

Peyton currently lives in Ardmore Park and loves spending most of his free time exercising outdoors on the Atlanta Beltline.  In the fall, you will find him in Athens watching his beloved Dawgs!

 

 

C Walker Sullivan III, CLU®, CLTC®

Financial Representative

 

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