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Ponder Jowers & Associates

Private Wealth Advisors

3455 PEACHTREE ROAD N.E., SUITE 200-1100

ATLANTA, GA 30326

877.223.2257

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About us

Our Team

Our partners have spent their entire careers at Merrill Lynch. Their 65 years of Merrill Lynch experience combined with an additional 72 years of collective industry experience within our team illustrates stability and commitment that our clients embrace.

In addition to team members with great longevity of service we utilize the energy and passion of our younger teammates in many ways that engage with the next generation of our clients and families. Not only are our highly performing teammates in their 20s and 30s savvy, innovative and driven, but they also advance the continuity of advice and service we offer by providing valuable insight into the fast changing world.

Client Experience

Clients of Ponder Jowers & Associates have an experienced and responsive team working behind them to ensure that they meet their financial goals and can quickly solve problems that may arise. With significant wealth comes a wide variety of needs and matters. Our clients rely on our team to provide the intimate advice, guidance and execution that they desire to help them secure their future.

Each client works with a senior partner and has a team of at least three professionals specifically dedicated to them. Our professionals maintain a close personal relationship with their clients and collaborate effectively to help them meet their goals. Within our six person team we intentionally create overlaps of client knowledge to allow for immediate and seamless client advice and service. Additionally each of our clients is encouraged to schedule focused in person reviews at their preferred intervals. Whether monthly, quarterly or otherwise our consistent client contact acts as yet another tool to ensure that clients’ goals are achieved.

Client Profile

For many years we have worked closely with clients who fit a variety of different profiles from high profile individuals to individuals who are much more private. We currently serve and advise current executives of public companies, serial entrepreneurs, retired CEOs, endowments and foundations, widows, recently divorced individuals, third generation family members of significant wealth and other individuals with wealth.

In light of the complexity and frequently different source of one’s wealth we have found that each client has individual goals. We listen carefully and ask questions that allow us to clearly understand those goals and then we apply our deep financial acumen and robust resources to help clients meet them.

In doing so we must draw on our specific industry knowledge and experience to provide recommendations for the myriad needs. Among those are strategies around:

  • Concentrated stock
  • Credit and banking needs
  • Family meetings
  • Hedging
  • Investment management
  • Pre- and post- sale of business
  • Privately held assets
  • Restricted stock
  • Risk management
  • Tax mitigation
  • Trust and estate issues
  • Our Approach

    Our primary responsibility is to preserve and grow your wealth. Losses are hard to recover.

    In order to fulfill this responsibility our team has dedicated professionals who perform manager due diligence in coordination with the vast resources of Merrill Lynch investment research and guidance. These professionals distill the best thinking into a specific strategy for our clients’ needs and facilitate the execution of an agreed upon plan.

    Using our elite set of wealth management planning resources and optimum target portfolio construction we customize each client portfolio to meet their specific risk tolerance, tax needs and overarching goals.

    Though clients initially request investment management advice and guidance ultimately they develop deep trust and rely on us to help them achieve their overall wealth management goals and objectives.

    Team Accomplishments

    Our team has received a number of accolades:

  • Barron’s magazine, “Top 1,000 Financial Advisors: State-by-State", 2008 to 2013
  • Barron’s magazine, “Top 1,200 Financial Advisors: State-by-State", 2014 to 2016

    Our team is involved in the community in which we live and work:

  • Atlanta Junior Golf Association
  • Atlanta Roundtable
  • Boyscouts of America
  • Buckhead Baseball
  • Children’s Healthcare of Atlanta
  • CHRIS Kids
  • CrossFit 404
  • Executives for Egleston
  • First Tee at East Lake
  • Johnson Ferry Baptist Church
  • Northside United Methodist Church
  • Peachtree Presbyterian Church
  • Peachtree Road United Methodist Church
  • The Fugees Academy
  • The Rotary Club of Buckhead
  • The Westminster Schools
  • Washington and Lee Atlanta Alumni Board
  • Meet the team

    Awards

    Latest Thinking


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    Meet the team