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THE WILEY TEAM

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.

*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 1,000 Financial Advisors in America and one of the Top 25 Financial Advisors in Georgia in 2009, 2010, 2011, 2012, 2013 and 2014.
  • 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 Advisors: State-by-State” list, February 24, 2014. For information about the selection criteria, go to www.barrons.com. 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.

  • Meet the team

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    Buck Wiley III

    Managing Director - Wealth Management

    Private Wealth Advisor

    404.264.2920

    404.264.2920

    buck_wiley@ml.com

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    Laurie Dahle

    Reg Senior Client Associate

    404.231.2443

    404.231.2443

    laurie.dahle@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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    Sarah Carr

    Private Wealth Analyst Investments

    404.264.6021

    404.264.6021

    sarah.e.carr@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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    Awards

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    Back to overview

    Meet the team

    Buck Wiley III

    Managing Director - Wealth Management

    Private Wealth Advisor

    404.264.2920

    404.264.2920

    buck_wiley@ml.com

    Add to address book

    Read Bio

    Laurie Dahle

    Reg Senior Client Associate

    404.231.2443

    404.231.2443

    laurie.dahle@ml.com

    Add to address book

    Read Bio

    Jeremy Sulek

    Private Wealth Analyst Investments

    404.231.1714

    404.231.1714

    jeremy.sulek@ml.com

    Add to address book

    Read Bio

    Sarah Carr

    Private Wealth Analyst Investments

    404.264.6021

    404.264.6021

    sarah.e.carr@ml.com

    Add to address book

    Read Bio

    Cheryl Brown

    Private Wealth Assoc

    404.264.2924

    404.264.2924

    cheryl_a_brown@ml.com

    Read Bio