Al Searcy, MBA, MS, CFP®
Phone: 770-353-6304 Al Searcy has been a CERTIFIED FINANCIAL PLANNERTM professional since 1990 and is a principal partner of Searcy, Weems-Scott and Associates, a proud member of Integrated Financial Group, a consortium of independent financial planners in Atlanta, Georgia. Al and his partners specialize in retirement planning and helping client’s transition from wealth accumulation to strategic wealth distribution. Al is a graduate of the University of Florida with a Bachelor of Arts degree in Sociology. He earned his Master of Business Administration degree from Kennesaw State University and his Master of Science degree in Finance/Estate Planning from the College for Financial Planning. Al is a member of the Financial Planning Association, Georgia Chapter, and is a featured speaker at seminars and financial workshops throughout north Georgia. For the third consecutive year, Al has been awarded the “Five Star: Best in Client Satisfaction Wealth Manager”* by Crescendo Business Services and published in the Atlanta Magazine, October 2010 issue. Al believes in living life to the fullest – and in giving something back. He is an active member of his church, the local chamber of commerce, the local business association and several non-profit organizations that strive to give a helping hand to those in need. When not at work, Al can be found sailing, golfing, singing with the Cobb County Symphony Orchestra & Chorus, or traveling with his best friend and wife of 32 years, Laura. Al and Laura live in Marietta, Georgia and have 3 adult children. Practice Areas Education/Certification *The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. The list represents less than 3 percent of wealth managers in the Atlanta area. This list was compiled by surveying over 147,000 high net worth investors in the Atlanta area and leaders of financial service industry companies. Participants were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge & expertise, communication, value for fee charged, meeting of financial objectives, post-sale and service, quality of recommendations and overall satisfaction. Each wealth manager went through a rigorous selection process including a survey from his wealth management clients, reviewed for regulatory actions, civil judicial actions and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success. 
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200 Ashford Center North Phone: 770-353-6400 |