Wealth Managers - Georgia
Spotlight
What the Team is Known For
Bessemer Trust has an incredible reputation in Georgia for its wealth management services, which include wealth transfer planning, charitable planning and tax planning.
Strengths
Bessemer Trust is an outstanding company with a good reputation for UHNW clients.
Notable practitioners
Dana Fitzsimons is managing director and senior fiduciary counsel at Bessemer Trust. In this capacity, he assists high net worth clients with wealth transfer plans and provides guidance on fiduciary issues.
Katherine McMaster is managing director and regional director of Bessemer Trust. McMaster is responsible for client relationships across the Southeastern USA.
Clients absolutely love her. She is excellent and well liked by everyone she works with.
