William Jameson, CFP®
Associate Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(404) 266-5927(404) 266-5927
My Mission Statement
Decades of experience. Diligent research. Custom strategies. Our team aims to simplify your financial life and help you and your family thrive long after your professional career is over.
Our Story and Services
Whether you're an executive, business owner, professional athlete, or leading a wealthy family - you assume a great deal of responsibility. Each and every day, you have to perform in the moment and prepare for the next. But what happens when you approach retirement? How can you maintain your lifestyle - and plan for legacy - for yourself and your family? At RM Compass Group, we're here to help preserve what you've spent a lifetime working towards.
Drawing on more than 250 years of combined experience, we offer:
• Leading Designations - 5 Certified Financial Planners®, 8 Financial Advisors, 2 Global Sports & Entertainment Directors, a Family Wealth Director, and an Alternative Investments Director
• A Team-Driven Approach - We think of ourselves as "a firm within a firm." Our 17-member group has the knowledge and capacity to help cover virtually all of your financial bases, from financial planning to cash management and lending.
At the end of the day, our goal is to simplify your financial complexity - so you can continue thriving in your own professional, family, and personal life.
For a second opinion about your current investments, or to talk about your goals, please call us at (404) 266-6311.
Our services include:
• Financial Planning
• Business Planning & Exit Strategies
• Business Succession Planning
• Asset Management
• Tax Mitigation Strategies
• Retirement Planning
• Education Planning
• Estate Planning Strategies
• Cash Management and Lending
Drawing on more than 250 years of combined experience, we offer:
• Leading Designations - 5 Certified Financial Planners®, 8 Financial Advisors, 2 Global Sports & Entertainment Directors, a Family Wealth Director, and an Alternative Investments Director
• A Team-Driven Approach - We think of ourselves as "a firm within a firm." Our 17-member group has the knowledge and capacity to help cover virtually all of your financial bases, from financial planning to cash management and lending.
At the end of the day, our goal is to simplify your financial complexity - so you can continue thriving in your own professional, family, and personal life.
For a second opinion about your current investments, or to talk about your goals, please call us at (404) 266-6311.
Our services include:
• Financial Planning
• Business Planning & Exit Strategies
• Business Succession Planning
• Asset Management
• Tax Mitigation Strategies
• Retirement Planning
• Education Planning
• Estate Planning Strategies
• Cash Management and Lending
Securities Agent: VA, MO, IL, GA, WY, NV, MD, IN, DE, DC, CO, KY, IA, CT, OR, MS, OH, ME, AL, TX, NJ, MN, HI, FL, UT, TN, SC, RI, NY, NC, LA, OK, NE, MI, MA, PA, MT, AZ, NH, KS, ID, CA, AR, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2026153
NMLS#: 2026153
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
• We believe your life's work is worth preserving
• We believe a limited window for earnings requires special long-term planning
• We believe in committing ourselves to the same level of professional and personal excellence that's expected of our clients
• We believe in working with your attorneys and CPAs. That way, your financial strategy is not only coordinated, but comprehensive
• We believe the complexities of high net worth are simplified by comprehensive strategies and rigorous, ongoing monitoring
• We believe our eight financial advisors and access to cash management and lending allow us to offer an unparalleled level of service
• We believe a limited window for earnings requires special long-term planning
• We believe in committing ourselves to the same level of professional and personal excellence that's expected of our clients
• We believe in working with your attorneys and CPAs. That way, your financial strategy is not only coordinated, but comprehensive
• We believe the complexities of high net worth are simplified by comprehensive strategies and rigorous, ongoing monitoring
• We believe our eight financial advisors and access to cash management and lending allow us to offer an unparalleled level of service
As your wealth management advisory team, it’s our job to help plan for the stability of your future from the stresses of your present. In other words, we play the long-game; through diligent research and carefully-designed strategies, we seek to prepare you (and your family) in an effort for you to thrive in life long after your professional career is over.
Financial Planning is in Our DNA
In order to help you achieve and maintain excellence outside the playing field or board room, we first have to compile an in-depth understanding of your financial health. Our experience is crucial here. After many years in the industry, we know the "right" questions to ask. We also understand how the different facets of your life intersect. After we've developed the whole picture, we design a rigorous plan that helps mitigate risk, maximize earnings, and simplify your financial life. For some of our clients, this may mean reorganizing their current strategy; for others, it means building one from scratch.
Cash Management for the Future
Many of our clients, particularly the professional athletes, accumulate a great deal of wealth early in their careers. With so many distractions and temptations at their doorstep, it can be difficult for them to make sustainable financial choices. And it's not just athletes; over the course of a lifetime, every person faces tough personal and professional decisions that carry financial repercussions. That's where our cash management services come in. It not only allows us to help you manage cash flow, it also lets us provide you with comprehensive, real-time insight into your financial life.
Elite Dedication
We’re here to help you address your financial concerns. With honesty and integrity, we’ll help you meet your lending needs, navigate through marriage or divorce, acquire real estate, and decide when and how to sell your business. Our goal is to help you steer clear of personal and financial risks in your everyday life so you can potentially maximize return in your financial life.
While working across a broad spectrum of industries in many different countries, our clients virtually all have one thing in common: they excel at the highest level of their respective fields. Some are champion players and coaches; others are entrepreneurs, business executives, doctors, lawyers, and even other investment professionals. Throughout our team’s history, we’ve had the opportunity to work with two and even three generations of families, helping them to prosper for even more generations to come.
Like our clients, we too are committed to excellence and work tirelessly to perform the research, analysis, and counsel necessary to help achieve it. We strive to make ourselves available for your every question and guide you and your family through major financial transactions and life decisions.
Like our clients, we too are committed to excellence and work tirelessly to perform the research, analysis, and counsel necessary to help achieve it. We strive to make ourselves available for your every question and guide you and your family through major financial transactions and life decisions.
Location
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-5927(404) 266-5927
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact William Jameson today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
