Garrett Ervin, Author at Business RadioX ® Page

PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services

March 7, 2024 by Garrett Ervin

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Artificial Intelligence (AI) with James Walters of TeK7 Business Services

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James Walters with TeK7 Business Services

Hosts Scott Phelan and Kevin Myers discuss the latest in artificial intelligence (AI) with James Walters of TeK7 Business Services.

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Kevin Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

FRAUD PREVENTION SERIES: Business Email Compromise

March 5, 2024 by Garrett Ervin

Gwinnett Studio

FRAUD PREVENTION SERIES: Business Email Compromise

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This special 3-part series discusses the importance of fraud awareness, fraud protection, and how how to protect yourself, your business, your clients, and your vendors from fraud.

Today’s discussion focuses specifically on BUSINESS EMAIL COMPROMISE with guest Jeff Taylor, who has served as Senior Vice President, Head of Fraud Forensics & Commercial Payments Strategy for Regions for over ten years.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive for Regions, “Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management, and more.

For more information about protecting yourself from fraud:

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

GACC South Unplugged – Melanie Moltmann, Consul General with Consulate General of Germany

March 4, 2024 by Garrett Ervin

GACC South

GACC South Unplugged - Melanie Moltmann, Consul General with Consulate General of Germany

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About GACC South

Founded in 1978, the German-American Chamber of Commerce of the Southern United States (GACC South) promotes bilateral trade and investment between Germany and the United States. Headquartered in Atlanta, Georgia, and with a branch office in Houston, Texas, it serves eleven Southern states, Puerto Rico, the U.S. Virgin Islands, and the Bahamas. As one of the largest bi-national chambers in the U.S., GACC South is part of a global network of 150 German Chambers of Commerce across 93 countries. This international reach provides businesses with market insights, strategic connections, and growth opportunities. GACC South is more than a chamber – it’s a catalyst for transatlantic success.

GACC South Unplugged is presented by

Kimberly Civins, Office Managing Partner with Harrison LLP

March 1, 2024 by Garrett Ervin

Celebrating Powerhouse Women

Kimberly Civins, Office Managing Partner with Harrison LLP

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Amanda Pearch Marmolejo and Kimberly Civins

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Kimberly Civins/Harrison LLP

Kimberly Civins has worked with wealthy individuals, families, executors, and trustees for over 20 years. She uses her extensive experience to help clients accomplish their wealth structuring and transfer goals. Kim concentrates her practice in estate planning, estate administration, trusts, charitable giving, and business succession planning matters. She frequently advises clients on transfer tax issues, including federal estate, gift, and generation skipping transfer taxes, and IRS transfer tax audits. Additionally, Kim advises tax-exempt entities, public charities, and private foundations. She also works with trust companies and bank trust departments regarding trusts and estates matters and federal and state regulatory compliance. In collaboration with litigation colleagues, she also represents clients involved in estate and trust litigation and dispute resolution.

Kim is a frequent speaker at professional education events for attorneys and accountants. In 2016, Kim received the honor of being elected by her peers as a Fellow of the American College of Trust and Estate Counsel (ACTEC).

Before joining Harrison LLP, Kim was a trusts and estates partner at one of the world’s largest international law firms. She began her career in sports marketing before attending law school, primarily working in the professional tennis and beach volleyball worlds. She serves on the Board of Directors and is President of the Atlanta Estate Planning Council. She is also a board member of Neighborhood Cooperative Ministries.

Celebrating Powerhouse Women is presented by

FRAUD PREVENTION SERIES: Ransomware

March 1, 2024 by Garrett Ervin

Gwinnett Studio

FRAUD PREVENTION SERIES: Ransomware

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This special 3-part series discusses the importance of fraud awareness, fraud protection, and how how to protect yourself, your business, your clients, and your vendors from fraud.

Today’s discussion focuses specifically on RANSOMWARE with guest Jeff Taylor, who has served as Senior Vice President, Head of Fraud Forensics & Commercial Payments Strategy for Regions for over ten years.

For more information about protecting yourself from fraud:

About Regions:

Dr. Heerain Shah with Psychiatric Professionals of Georgia and Christi Heidt & Riley Womac with Peachtree Christian Health

February 29, 2024 by Garrett Ervin

Gwinnett Business Radio

Dr. Heerain Shah with Psychiatric Professionals of Georgia and Christi Heidt & Riley Womac with Peachtree Christian Health

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Dr. Heerain Shah, Christi Heidt, and Riley Womac

Dr. Heerain Shah/Psychiatric Professionals of Georgia powered by Geode Health

Psychiatric Professionals of Georgia provides comprehensive evaluations for a variety of psychiatric conditions. Their aim is to provide a safe, trusting, and confidential environment that is designed to help find the right treatment strategies that will help your journey into wellness.

Christi Heidt & Riley Womac/Peachtree Christian Health

Peachtree Christian Health is a nonprofit organization dedicated to providing adult day health services and brain health programs to assist caregivers and those suffering from Alzheimer’s, dementia, and other neurodegenerative diseases.

Gwinnett Business Radio is presented by

Atlanta Gladiators Podcast – Forward Spencer Kennedy

February 27, 2024 by Garrett Ervin

Gwinnett Business Radio

Atlanta Gladiators Podcast - Forward Spencer Kennedy

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Spencer Kennedy, Liam Gottimer, J.D. Kuchta

On this month’s episode of The Atlanta Gladiators Podcast on Business RadioX, the team’s Director of Broadcasting & Communications Liam Gotimer and the team’s Media Assistant, J.D. Kuchta, interview Gladiators forward Spencer Kennedy to talk about his hockey career, his rise in the professional ranks, and a little about fighting, too.

Team Website: AtlantaGladiators.com

Watch the video of this podcast on YouTube, Facebook, LinkedIn, or Twitter!

Recognizing How Your Daily Habits Shape Your Priorities

February 26, 2024 by Garrett Ervin

Gwinnett Studio

Recognizing How Your Daily Habits Shape Your Priorities

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On this episode, Leta and Derek explain how your daily habits shape your priorities.

“What’s the status of your life?” Ask yourself this question and dive into the “Status Life with Leta” podcast. Leta takes her millions of listeners on a journey to design their best life. No topic is off limits and she never shies away from using her own life as an example. Leta engages her audience with her honesty, captivating stories, and talent for teaching. “Never settle for the status quo. Life doesn’t have to be boring or mundane. Let’s work together to design your best life!” – Leta

“Status Life with Leta” is brought to you by Derek Hays Law. If you’ve been injured by someone else and you need an attorney to fight an insurance company for you, the only one to call is Derek Hays Law at 404-777-HURT. Let Derek put his 26 years of knowledge and experience in the personal injury field to work for you. When you hire Derek Hays Law, you get a team that specializes in personal injury claims and a one-on-one experience with your attorney unlike most law firms. We pride ourselves in a commitment to communicate with our clients in a way that creates a personal connection between you and your attorney. The most effective way for us to advocate for you is to develop trust, understanding, and confidence in all that we do for you. We look forward to speaking with you about your potential case.

Contact Leta at statuslifewithleta@gmail.com.

Status Life with Leta on Instagram

Status Life with Leta on Facebook

Leta (Perry) Brooks-Hays | LinkedIn

Visit Leta’s Blog, Online Store, and more at www.statuslifewithleta.com

FRAUD PREVENTION SERIES: Check Fraud

February 25, 2024 by Garrett Ervin

Gwinnett Studio

FRAUD PREVENTION SERIES: Check Fraud

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This special 3-part series discusses the importance of fraud awareness, fraud protection, and how how to protect yourself, your business, your clients, and your vendors from fraud.

Today’s discussion focuses specifically on CHECK FRAUD with guest Jeff Taylor, who has served as Senior Vice President, Head of Fraud Forensics & Commercial Payments Strategy for Regions for over ten years.

For more information about protecting yourself from fraud:

About Regions: