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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.

*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.

  • Meet the team

    Back to team

    Buck Wiley III

    Managing Director

    Private Wealth Advisor

    404.264.2920

    404.264.2920

    buck_wiley@ml.com

    Add to address book

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    Adam Johnson

    Private Wealth Manager

    404.264.7282

    404.264.7282

    adam_johnson1@ml.com

    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

    Meg Church

    Private Wealth Assoc

    404.231.2443

    404.231.2443

    meg.church@ml.com

    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

    404.231.6988

    404.231.6988

    laura.pattillo@ml.com


    Awards

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    Back to overview

    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

    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

    Meg Church

    Private Wealth Assoc

    404.231.2443

    404.231.2443

    meg.church@ml.com

    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

    404.231.6988

    404.231.6988

    laura.pattillo@ml.com