Our Team

Our Team

Chris Story

MANAGING PARTNER

Chris worked for Compass Brokerage early in his career before joining Morgan Keegan (later acquired by Raymond James) in 2000. He learned about insurance and mutual funds from his dad, Bill Story, who represented New York Life. His dad’s desire to help people inspired Chris to do the same.

Chris received his Bachelor’s Degree in Business with a concentration in Risk Management and Insurance from the University of Georgia. He holds Series 7, 63, and 65 registrations held with LPL Financial. Chris also holds his insurance license.

When not in the office, Chris can be found fly fishing, playing golf, strumming vintage guitars or supporting causes he’s passionate about.

Chris and his wife Julianne live in Athens with their boys, Dylan and Ryan.

EDUCATION & QUALIFICATIONS

EDUCATION:
University of Georgia

LICENSE(S):
6, 7, 63, 65, 66, Life/Health for AL & GA

OUR TEAM

Joseph Montgomery

Joseph Montgomery

Managing Partner

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Taylor Roberts

Taylor Roberts

Managing Partner

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Chris Story

Chris Story

Managing Partner

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Beau Jones

Beau Jones

Managing Partner

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