Press Releases


Roger G. Ward Named 2011 Five Star Wealth Manager

Posted on Wednesday, June 15th, 2011

ATLANTA, June 2011 – Roger G. Ward, Vice President and Principal of Windham Brannon Financial Group, LLC (WBFG), has been selected as a 2011 Atlanta Five Star Wealth Manager by Atlanta magazine.

Jim Underwood Named 2011 Five Star Wealth Manager

Posted on Wednesday, June 15th, 2011

ATLANTA, June 2011 – Jim Underwood, Principal of Windham Brannon has been selected as a 2011 Atlanta Five Star Wealth Manager by Atlanta magazine. This is the third year in a row he has received this recognition. Jim joined Windham Brannon  as a principal of the firm with the merger of Tarpley & Underwood in read the full article

Amy Merrill Recognized as 2011 Five Star Wealth Manager

Posted on Monday, June 6th, 2011

ATLANTA, June 2011 – Amy F. Merrill, Vice President and Principal of Windham Brannon Financial Group, LLC (WBFG), has been selected as a 2011 Atlanta Five Star Wealth Manager by Atlanta magazine.

Windham Brannon and Tarpley & Underwood Merger Article in Atlanta Business Chronicle

Posted on Friday, January 14th, 2011

Amy F. Merrill Recognized as Five Star Wealth Manager

Posted on Thursday, October 21st, 2010

ATLANTA, October 2010 – Amy F. Merrill, Vice President and Principal of Windham Brannon Financial Group, Inc. (WBFG), has been recognized as a 2010 Five Star Wealth Manager in the October issue of Atlanta magazine.

Jim Heard is Quoted in Atlanta Business Chronicle Article

Posted on Friday, September 10th, 2010

Windham Brannon Financial Group Awards New Scholarship

Posted on Monday, September 1st, 2008

ATLANTA, September 2008 – Albert Einstein once said, “It is every man’s obligation to put back into the world as least the equivalent of what he takes out of it.”

Windham Brannon Financial Group Welcomes Stacy M. Lewis

Posted on Tuesday, January 1st, 2008

ATLANTA, January 2008 – Windham Brannon Financial Group is pleased to announce the addition of Stacy M. Lewis, CFP® to their team.

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