Skip To Content

Westmoreland Group

Private Wealth Advisors

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

ATLANTA, GA 30326

866.296.8935

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

TeamPhoto

About us

About Us

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 May 12, 2017 clients have entrusted our group of seasoned professionals with over $4.45 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 2016, Rod was named to Forbes’s inaugural Top Wealth Advisors list.

  • In 2013, 2014, 2015, 2016 and 2017, 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, 2016 and 2017, Rod was selected as a "Top Advisor" in Georgia in Barron’s Special Report of the nation's "Top 1,200 Advisors" and was chosen as the "#1 Advisor in Georgia" in each of the last seven years.

  • Every year from 2007 through 2017, Rod has been named in Barron’s as one of the “Top 100 Financial Advisors” in the country.

    _______________________________

    The ranking of America’s Top Wealth Advisors, developed by Forbes partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. For the full list and more, visit: www.forbes.com/top-wealth-advisors/. Merrill Lynch and any of its affiliates does not monitor or maintain the information available on the external web sites mentioned nor represent or guarantee that such web sites are accurate or complete, and they should not be relied upon as such.

    The Financial Times "Top 400 Financial Advisors" (FT 400) is an independent listing produced by the Financial Times, March 2017. For more information about the selection criteria go to: http://im.ft-static.com/content/images/0a402a0c-f548-11e5-803c-d27c7117d132.pdf

    Barron's America's "Top 1,200 Advisors: State-by-State" list, March 6, 2017. 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.

    Barron's America's "Top 100 Advisors" list, April 16, 2017. For information about the selection criteria go to: http://online.barrons.com/report/top-financial-advisors/100/2017. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

  • Meet the team

    Back to team

    Rod Westmoreland

    Managing Director

    Private Wealth Advisor

    404.264.2066

    404.264.2066

    rod_westmoreland@ml.com

    Add to address book

    Read Bio

    Hugh Moody

    First Vice President

    Private Wealth Relationship Manager

    404.264.6039

    404.264.6039

    hugh_moody@ml.com

    Add to address book

    Read Bio

    Kevin Mikan

    Senior Vice President

    Private Wealth Relationship Manager

    404.231.4188

    404.231.4188

    kevin.s.mikan@ml.com

    Add to address book

    Read Bio

    Kelly Carroll

    Vice President

    Private Wealth Relationship Manager

    404.264.2080

    404.264.2080

    kelly_carroll@ml.com

    Add to address book

    Read Bio

    David Streib

    Vice President

    Private Wealth Analyst Investments

    404.231.6982

    404.231.6982

    david_streib@ml.com

    Add to address book

    Read Bio

    Alex Watts

    Vice President

    Private Wealth Manager

    404.231.2510

    404.231.2510

    alex.watts@ml.com

    Add to address book

    Read Bio

    Eric Kelley

    Assistant Vice President

    Private Wealth Relationship Manager

    404.231.2570

    404.231.2570

    eric_kelley@ml.com

    Add to address book

    Read Bio

    Katie Horn

    Private Wealth Relationship Manager

    404.231.2099

    404.231.2099

    katie_horn@ml.com

    Add to address book

    Read Bio

    Meg Ashooh

    Private Wealth Relationship Manager

    404.264.6035

    404.264.6035

    margaret.ashooh@ml.com

    Add to address book

    Read Bio

    Amy Baly

    Private Wealth Relationship Manager

    404.231.8003

    404.231.8003

    amy.baly@ml.com

    Add to address book

    Read Bio

    Joseph Schager

    Private Wealth Analyst Investments

    404.264.2051

    404.264.2051

    joseph.schager@ml.com

    Add to address book

    Read Bio

    Ava Arjmand

    Private Wealth Relationship Manager

    404.264.2915

    404.264.2915

    ava_arjmand@ml.com

    Add to address book

    Read Bio

    Dylan Thompkins

    Private Wealth Relationship Manager

    404.231.2404

    404.231.2404

    dylan.thompkins@ml.com

    Add to address book

    Read Bio


    View all profiles

    Awards

    Latest Thinking


    Back to overview

    Meet the team

    Rod Westmoreland

    Managing Director

    Private Wealth Advisor

    404.264.2066

    404.264.2066

    rod_westmoreland@ml.com

    Add to address book

    Read Bio

    Hugh Moody

    First Vice President

    Private Wealth Relationship Manager

    404.264.6039

    404.264.6039

    hugh_moody@ml.com

    Add to address book

    Read Bio

    Kevin Mikan

    Senior Vice President

    Private Wealth Relationship Manager

    404.231.4188

    404.231.4188

    kevin.s.mikan@ml.com

    Add to address book

    Read Bio

    Kelly Carroll

    Vice President

    Private Wealth Relationship Manager

    404.264.2080

    404.264.2080

    kelly_carroll@ml.com

    Add to address book

    Read Bio

    David Streib

    Vice President

    Private Wealth Analyst Investments

    404.231.6982

    404.231.6982

    david_streib@ml.com

    Add to address book

    Read Bio

    Alex Watts

    Vice President

    Private Wealth Manager

    404.231.2510

    404.231.2510

    alex.watts@ml.com

    Add to address book

    Read Bio

    Eric Kelley

    Assistant Vice President

    Private Wealth Relationship Manager

    404.231.2570

    404.231.2570

    eric_kelley@ml.com

    Add to address book

    Read Bio

    Katie Horn

    Private Wealth Relationship Manager

    404.231.2099

    404.231.2099

    katie_horn@ml.com

    Add to address book

    Read Bio

    Meg Ashooh

    Private Wealth Relationship Manager

    404.264.6035

    404.264.6035

    margaret.ashooh@ml.com

    Add to address book

    Read Bio

    Amy Baly

    Private Wealth Relationship Manager

    404.231.8003

    404.231.8003

    amy.baly@ml.com

    Add to address book

    Read Bio

    Joseph Schager

    Private Wealth Analyst Investments

    404.264.2051

    404.264.2051

    joseph.schager@ml.com

    Add to address book

    Read Bio

    Ava Arjmand

    Private Wealth Relationship Manager

    404.264.2915

    404.264.2915

    ava_arjmand@ml.com

    Add to address book

    Read Bio

    Dylan Thompkins

    Private Wealth Relationship Manager

    404.231.2404

    404.231.2404

    dylan.thompkins@ml.com

    Add to address book

    Read Bio