Achieving what's most important begins with advice you can trust



The 770 Group

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take our responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. Our team will also regularly review your strategy, always mindful of adjustments that might be needed over time. Our aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

James Jones has been recognized as an industry leader.

Financial Times Top 400 Financial Advisor, 2015
UBS Top 35 Under 35, 2014


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The 770 Group

3455 Peachtree Road NE
Suite 1700
Atlanta, GA 30326

404-760-3300
855-402-8657 fax


Richard S. DuBow

Senior Vice President – Wealth Management
David "Dave" Higgins, CIMA®, CRPS®

Senior Vice President – Wealth Management
James Casey Jones, CFA®, CFP®

Senior Vice President – Wealth Management
Christine "Chrissy" Lizaso

Vice President – Wealth Management
Cecilia Oro

Senior Wealth Strategy Associate
Jefferson "Jake" Pace

Senior Vice President – Wealth Management
William "Bill" Pahl

Senior Vice President – Wealth Management
Scott Serafin

Vice President – Wealth Management
Shelley Davidson

Senior Client Service Associate
Natalie M. Day

Team Administrator
Jacqueline Aubrey "Jacqui" Hunt

Client Service Associate
John Ramsey

Senior Wealth Strategy Associate
Lauren Riepenhoff

Client Service Associate
Jessica Lynn Bartlone

Client Service Associate
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