CONSORTIUM MEMBER SINCE 2017

Shane Gaddy

CFP®

Strong Gaddy Lee Wealth Management Group
301 Green Street, Suite 100D
Gainesville, GA 30501

Phone  |  770-534-0727
Fax  |  770-462-3393
E-mail  |  Shane.gaddy@stronggaddylee.com
www.Stronggaddylee.com



Member Profile

Client Vision

Shane Gaddy helps individuals and small business owners strive to achieve their specific financial dreams through thoughtful and diligent planning. He believes a well-formulated plan addresses both short- and long-term objectives, and Shane is dedicated to providing honest guidance that objectively addresses his client’s comprehensive financial needs in every strategy he recommends.


Areas of Expertise

  • Business Retirement Plans
  • Investment Management
  • Financial Planning

 

Education/Certification

  • CERTIFIED FINANCIAL PLANNER™
  • Bachelor’s Degree in Finance and Accounting, University of North Georgia

 

Outside The Office

Shane is very active in the community. He served as chairman for the Northeast Georgia Community Foundation Investment Committee and chaired the Endowment Committee for Gainesville First United Methodist Church. Previously, he served as Gainesville Jaycees board chairman and is a former president; was a board member for the Humane Society; and served on the Membership Committee of the Chattahoochee Country Club. Shane lives in Gainesville with his wife, Emily, their daughter, Clare, and son, Emmett, and is a member of Gainesville First United Methodist Church.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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