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.
Ehemalige bekannte Positionen von Cliff Weldon Draughn
| Unternehmen | Position | Ende |
|---|---|---|
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. | Gründer | 01.07.2022 |
Excelsia, Inc.
 Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Präsident | - |
Ausbildung von Cliff Weldon Draughn
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
