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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 help 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 help 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

As we develop a plan and execution strategy we work closely with the top specialists within the Merrill Lynch and Bank of America family as well as our clients’ outside advisors in order to formulate the most efficient and effective personalized recommendations.

Our clients come to us seeking a steward and an advisor for the management of their financial affairs. They often find exactly what they are looking for plus much more. For this reason many stay with us for decades and even generations.

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

Bert Ponder and James Jowers have 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

Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Meet the team

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Meet the team