Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Based in Atlanta, Georgia, The Embleton Curtis Quackenbush Group is a close-knit team whose members have been managing clients' wealth since 1990. In the team's founding years, John Embleton, William Curtis and Schuyler Quackenbush helped families facing early retirement develop strategies for a comfortable transition into this new phase of their lives. Today, with a combined 70 years of industry experience, the team offers personalized wealth and portfolio management to a broad and varied clientele of affluent families and corporations located throughout the Southeast and around the country.
We understand that the clients we serve work hard to build their assets. Many lead busy lives and don't have time to manage their financial affairs themselves. They turn to us to assist them in creating customized wealth management strategies tailored to their financial situation and objectives, including risk management, succession planning and wealth transfer.
Our wealth management approach is based on clients' personal priorities and aspirations. This process is designed to give clients a clear course of action for pursuing their goals. Through knowledgeable advice and guidance and disciplined investment management, we work to help them address objectives that may span various time horizons and life stages.
Our team combines the personal touch of an intimate, specialized financial group with the vast resources of a global firm. Looking beyond your portfolio, we can help you connect the pieces of your financial life. We are committed to providing you with outstanding service—today and in the future.
From our initial meeting to our annual strategy reviews—and during every interaction in between—we strive to offer the highest level of service. Our commitment to clients:
Wealth management is more than a series of portfolio transactions. It is a disciplined process based on what's truly important to you, whether it's building a comfortable retirement for you and your spouse, funding higher education for your children and grandchildren, helping provide for succeeding generations' financial well-being or supporting local charitable organizations. Our team is committed to assisting you in developing actionable strategies designed to help transform your financial vision into reality.
We believe the best way to preserve and grow wealth is by following an investment process that encompasses research and oversight. Our disciplined investment approach emphasizes risk management and diversification through asset allocation. This enables us to accommodate a wide range of objectives and allows us to develop strategies designed to meet your specific needs and to respond to real-world challenges.
In many situations, capital preservation and income replacement are as important as wealth accumulation and growth. For this reason, we carefully measure your tolerance for risk and design appropriate short- and long-term strategies to help you prepare for the unexpected.
Managing risk entails knowing both how to minimize it and how to use it to your advantage. We generally recommend using a broad range of asset classes and investment vehicles—including individual stocks, bonds and exchange-traded funds—that we feel can provide the best risk-adjusted returns aligned with your investment objectives. We seek to mitigate downside risk while simultaneously positioning your portfolio to take advantage of the potential for positive returns in the long run. Our approach is not static, and from time to time we may tactically rebalance your portfolio by over- or underweighting an asset class relative to your target allocation.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.