Westmoreland Group, Private Wealth Advisor

John  Westmoreland

The Westmoreland Group delivers the intimacy of a boutique with the resources and opportunities of a global institution. We provide clients with privileged access to resources typically reserved for the largest institutional investors in the world. Substantial wealth is different. It deserves substantially different care.

Team Philosophy

The Westmoreland Group is a highly experienced wealth advisory team that serves corporate executives, affluent families, public and private foundations and corporations. We have successfully worked with Financial Advisors nationally to provide creative strategies for clients’ complex financial needs. As of 1/29/2016 clients have entrusted our group of seasoned professionals with over $3 billion in assets and liabilities. More than 75% of our existing assets are jointly held with outside advisors.

In addition to traditional portfolio construction, we advise on credit and lending, estate and trust planning strategies, hedging and monetization, risk management for concentrated stock positions, and philanthropic services.

We are committed to providing the highest level of service equally to partners and external clients to meet their needs and exceed expectations.

Our group has over 160 years of combined investment experience and we maintain a highly trained staff of professional client service associates with over 85 years of industry experience. By working with our group, clients have access to a carefully constructed infrastructure and the global resources of Merrill Lynch dedicated to meet their needs.

Our Achievements

In 2013, 2014, 2015, and 2016 Rod was selected by the Financial Times to their list of the top 400 Financial Advisors in the country.

In 2009, 2010, 2011, 2012, 2013, 2014, 2015, and 2016 Rod was selected as a top Advisor in Georgia in Barron’s Special Report of the nation's top 1200 advisors and was chosen as the #1 Advisor in Georgia in each of the last 7 years.

Every year from 2007 through 2016, Rod has been named in Barron’s as one of the “Top 100 Financial Advisors” in the country.


*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2016). For more information about the selection criteria, go to http://im.ft-static.com/content/images/0a402a0c-f548-11e5-803c-d27c7117d132.pdf.

*Source: Barron's America's Top 1,200 Advisors: State-by-State list, March 5, 2016. For information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Source: Barron's America's Top 100 Advisors list, April 16, 2016. For information about the selection criteria, go to http://online.barrons.com/report/top-financial-advisors/100/2016. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Westmoreland Group
Managing Director - Wealth Management
Private Wealth Advisor


ATLANTA, GA  30326
(866) 296-8935

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The Team

Rod Westmoreland
Private Wealth Advisor
Managing Director - Wealth Management
(404) 264-2066
Hugh Moody
Sr. Private Wealth Relationship Manager
(404) 264-6039
Kevin Mikan
Private Wealth Relationship Manager
Senior Vice President
(404) 231-4188
Kelly Carroll
Private Wealth Relationship Manager
(404) 264-2080
David Streib
Private Wealth Analyst Investments
Vice President
(404) 231-6982
Eric Kelley
Private Wealth Relationship Manager
Assistant Vice President
(404) 231-2570
Katie Horn
Private Wealth Relationship Manager
(404) 231-2099
Suzanne Thompkins
Private Wealth Assoc
(404) 231-2472
Meg Ashooh
Private Wealth Relationship Manager
(404) 264-6035
Ava Arjmand
Private Wealth Relationship Manager
(404) 264-2915
Amy Baly
Private Wealth Relationship Manager
(404) 231-8003
Sarah McDuffie
Private Wealth Assoc
(404) 264-2055
Dylan Thompkins
Private Wealth Assoc
(404) 231-2404

John Westmoreland is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.
2471A593 (SCB*******801)