About WB Financial
- Amy F. Merrill, CFP
- Helen H. Halloran
- James W. Heard, CFP
- James L. Underwood, CPA/PFS, CFP, AEP
- Jennifer E. Acuff, CPA/PFS, CFP
- Jennifer A. Fazio
- Jennifer J. Jones, CPA, CFP, CTFA
- John F. Edgar, Jr. CPA, PFS
- Kristin M. Zeigler
- M. Zack Slappey, CFP, CTFA
- Mandi T. Davis
- Matt S. Emerich, CFP, JD
- Roger G. Ward, CPA/PFS, CFP
- Rakhee Gor
- Samantha Suhajda
- Stacy M. Lewis, CFP
- Todd C. Skelton
- Wajma Rasoul
Rakhee Gor
Portfolio Administrator
Windham Brannon Financial Group, LLC
As Windham Brannon Financial Group’s Portfolio Administrator, Rakhee supports the firm’s clients and investment advisory team. She maintains the firm’s portfolio management system to ensure that all portfolio details are accurate and precise. She is responsible for reconciling accounts, verifying holdings and transactions to the records held with custodians, and confirming accuracy of portfolio performance.
Specialization Includes:
- Client reporting
- Account reconciliation
- Account rebalancing
Career Highlights
Before joining the firm, Rakhee spent more than 5 years as a Senior Investment Account Administrator at Bell Capital Management.
Education and Affiliations
- Georgia State University – B.B.A. in Finance
FEATURED articles
- 1st Quarter 2012 Commentary
- Windham Brannon Financial Group, LLC Tax Reports
- 4th Quarter 2011 and Year End Commentary
- 3rd Quarter 2011 Commentary
- What’s in Your View Finder?
- Identity Theft – Description
- Identity Theft – Prevention
- Identity Theft – Recovery Steps
- Where Do Investment Returns Come From?
- Comments about S&P Downgrade and Market Reaction
- New Address for Windham Brannon Financial Group, LLC
- 2nd Quarter 2011 Commentary
- U.S Debt Ceiling Gridlock
- 1st Quarter 2011 Commentary
- Merger Update
- Estate Documents That Everyone Should Have
- Managing a Financial Windfall
- Why DFA? Here Are A Few More Reasons
- Vegas, Wall Street, and Investor Behavior
- 4th Quarter 2010 and Year End Commentary
- Merger Frequently Asked Questions
- Windham Brannon Financial Group to Merge with Tarpley & Underwood Financial Advisors
- Windham Brannon and Tarpley & Underwood Merger Article in Atlanta Business Chronicle
- The Private Equity Illusion
- DFA Cracks the Top 10 Largest Fund Families
- Why Do the Ultra-Rich Pour Money Into Hedge Funds?
- Why Dimensional Fund Advisors?
- Elections…Much Ado About Nothing
- Here We Go…
- 3rd Quarter 2010 Commentary
- Amy F. Merrill Recognized as Five Star Wealth Manager
- Windham Brannon Financial Group Fulfills a Child’s Wish
- Jim Heard is Quoted in Atlanta Business Chronicle Article
- 2nd Quarter 2010 Commentary
- 1st Quarter 2010 Commentary
- 4th Quarter 2009 Commentary
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