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F.M. Wiley

Private Wealth Advisors

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

ATLANTA, GA 30326

404.264.2920

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About us

The Wiley Team

The Wiley Team provides wealth management services and strategies to affluent individuals, families, institutions, trusts and foundations. Located in Atlanta, Georgia, we work with clients in more than 30 states and several foreign countries. Our skill in harnessing the vast resources of Merrill Lynch enables us to serve the needs of registered investment advisor (RIA) firms and their clients. We provide a wide range of financial products and services, with particular depth in cash flow management and private equity.

Our Depth of Experience

Buck Wiley, the senior member of our team, brings extensive domestic and international business knowledge to the team’s offerings. Drawing upon his experience in private equity and corporate governance, Buck provides clients with a nuanced understanding of the intricacies of corporate executive services such as concentrated stock management, deferred compensation plans, and stock option analysis.

Our Mission

Our mission is to provide a high level of responsiveness and personal service to clients, informed by a deep understanding of their needs and preferences. When requested, we work closely with clients’ other professional advisors, such as tax and legal counselors, integrating their advice, as appropriate, into the strategies and recommendations we provide. Clients are drawn to our family office environment, which emphasizes attentive service, rigorous attention to detail, and privacy.

Our Responsiveness to Market Conditions

Our extensive capital markets experience allows us to move quickly and flexibly in responding to varied market environments. Drawing on the world-class investment research of Merrill Lynch, we identify market trends, monitor new opportunities, and devise dynamic asset allocations. Our customized client portfolios reflect individualized investment goals, timelines, and risk tolerances.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Asset allocation does not ensure a profit or protect against loss in declining markets.

Accolades

  • Barron’s Magazine named Buck Wiley one of the Top 1,200 Financial Advisors in America and one of the Top 25 Financial Advisors in Georgia in 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, and 2017.
  • The Financial Times recognized Buck as one of the Top 400 Financial Advisors in the nation in 2014.

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*Source: Barron's America's Top 1,200 Financial Advisors: State-by-State list, March 6, 2017. For more 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: The Financial Times Top 400 Financial Advisors, March, 2014. For information about the selection criteria, go to http://details-he.re/fWZZLQ.

For the sixth year running and since the recognition's inception, Bank of America Merrill Lynch was named Institutional Investor magazine's Top Global Research Firm of 2016.This was achieved by BofA Merrill Lynch Global Research winning 242 total team positions — more than any other firm — in the 12 Institutional Investor research team surveys published this year. Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012, 2013, 2014, 2015, and 2016 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to http://www.iim.ag/topfirms.

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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Buck Wiley III

Managing Director

Private Wealth Advisor

404.264.2920

404.264.2920

buck_wiley@ml.com

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Adam Johnson

Private Wealth Manager

404.264.7282

404.264.7282

adam_johnson1@ml.com

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Cheryl Brown

Private Wealth Assoc

404.264.2924

404.264.2924

cheryl_a_brown@ml.com

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MJ Gaul

Private Wealth Assoc

404.264.6007

404.264.6007

mary.gaul@ml.com

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Meg Church

Private Wealth Assoc

404.231.2443

404.231.2443

meg.church@ml.com

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Caroline Watson

Private Wealth Associate

404.231.6084

404.231.6084

caroline.watson@ml.com

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Jeremy Sulek

Private Wealth Analyst Investments

404.231.1714

404.231.1714

jeremy.sulek@ml.com

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Laura Pattillo

Private Wealth Analyst Investments

404.264.6021

404.264.6021

laura.pattillo@ml.com

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Awards

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Meet the team

Buck Wiley III

Managing Director

Private Wealth Advisor

404.264.2920

404.264.2920

buck_wiley@ml.com

Add to address book

Read Bio

Adam Johnson

Private Wealth Manager

404.264.7282

404.264.7282

adam_johnson1@ml.com

Read Bio

Cheryl Brown

Private Wealth Assoc

404.264.2924

404.264.2924

cheryl_a_brown@ml.com

Read Bio

MJ Gaul

Private Wealth Assoc

404.264.6007

404.264.6007

mary.gaul@ml.com

Read Bio

Meg Church

Private Wealth Assoc

404.231.2443

404.231.2443

meg.church@ml.com

Read Bio

Caroline Watson

Private Wealth Associate

404.231.6084

404.231.6084

caroline.watson@ml.com

Read Bio

Jeremy Sulek

Private Wealth Analyst Investments

404.231.1714

404.231.1714

jeremy.sulek@ml.com

Add to address book

Read Bio

Laura Pattillo

Private Wealth Analyst Investments

404.264.6021

404.264.6021

laura.pattillo@ml.com

Read Bio