Profil
Cliff Weldon Draughn was the founder and had founded BT Wealth Management LLC in 2008, where he held the title of Partner from 2008 to 2022.
He also worked as President at Excelsia, Inc. Mr. Draughn received his undergraduate degree from The University of North Carolina at Chapel Hill in 1981.
Anciens postes connus de Cliff Weldon Draughn
| Sociétés | Poste | Fin |
|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Fondateur | 01/07/2022 |
Excelsia, Inc.
 Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | President | - |
Formation de Cliff Weldon Draughn
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
Excelsia, Inc.
Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Finance |
