Where it Feels Like Family.

Meet the MooreConstant Team

 

Jon Constant

FINANCIAL ADVISOR

Jon began his career in wealth management over 15 years ago with American Express Financial Advisors and spent 12 years in various advisory firm leadership positions. Most recently, he served as the managing principal of a national independent broker dealer, covering the state of Georgia from 2014 to 2018. Jon holds the Chartered Retirement Planning Counselor designation through the College for Financial Planning and previously held leadership positions with financial services industry organizations, including NAIFA. 

Jon has been proud to call Atlanta home since 2005, and for the past five years has resided in the Ansley Park neighborhood with his wife, daughter, and their two dogs. Jon met his wife, Sintra, while attending Bates College in Lewiston, Maine, where they are both alums. They’re now active in the Atlanta area Bates Club. They also are members of All Saints Episcopal church in Midtown Atlanta.

In his leisure time, Jon enjoys traveling with his family, playing tennis and golf, fly fishing, and other outdoor activities. He’s an avid sports fan and can often be found with clients catching a game, playing a round of golf, or fishing.

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Jake Moore

FINANCIAL ADVISOR I CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Jake is a proud alumni of the University of Georgia’s Terry College of Business, where he received a BBA in Finance. He began his career in the wealth management business over five years ago with the Atlanta office of Waddell & Reed, a national independent broker dealer. Jake has worked diligently over the past five years to build a practice focused on comprehensive planning for individuals and small businesses with an emphasis on elite client service. Jake holds a Chartered Retirement Planning Advisor designation from the College for Financial Planning, as well as the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards.

Jake was born and raised in Albany, Georgia and has been proud to call Atlanta home since 2013. In his leisure time Jake enjoys traveling with friends and family, water and snow skiing, tennis, golf, fishing, hunting, and most outdoor activities. He also enjoys watching all sports and can often be found catching a game with his clients or inviting them to play a round of golf or go hunting.

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W. Bennett Bradford

FINANCIAL ADVISOR

Bennett graduated from the University of South Carolina’s Darla Moore School of Business, with a degree in business administration and economics. While in school, he discovered a passion for applied economics as it relates to personal finance and followed it to The Piedmont Group and began working with young professionals and physicians. After becoming an Investment Advisor Representative, Bennett joined the MooreConstant team as their first Junior Advisor. At MooreConstant, he hopes to develop his practice and expand the team’s capabilities.

A native of Tallahassee, FL, Bennett has lived in Atlanta since graduating in the spring of 2018. Around Atlanta you may find him frequenting a Braves or Falcons game or hitting the links on the golf course with friends. Bennett’s an avid outdoorsman who travels up and down the coast and enjoys snow skiing in the mountains.

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Mary Sanford Perdue

CLIENT SERVICE ASSOCIATE

Mary’s a graduate of Auburn University’s Raymond H. Harbert College of Business with a degree in Marketing. After graduation, she moved to Atlanta and began her career as an event coordinator. Later, she joined The Piedmont Group as Director of Recruitment.

Mary joins our team as a Client Service Associate. Beyond supporting our clients with any account servicing, she works closely with Jake coordinating financial planning to ensure a quick and seamless process.    

Originally from Greenville, Alabama, Mary has enjoyed following her father’s footsteps in the financial field. In her free time, she can be found exercising, cooking, visiting her twin sister, or watching a sporting event, especially her Auburn Tigers!

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Garner Lyon

FINANCIAL ADVISOR

Garner spent his early career learning to leverage effective communication and crystal-clear transparency, as a mentee under his father, who served as a financial advisor for over 35 years. Family gatherings often included discussions concerning protection and savings, life insurance, 529 plans, and mutual funds. It’s now Garner’s mission to help others understand the benefit of trusting the financial leverage of institutions to aid in the transformation of a financial legacy.

Whether reviewing estate planning tools to leverage, tax strategies in retirement to utilize, or discussing buy-out plans with business owners and medical practices, he takes pride in using efficient methods that motivate his clients.  He focuses more on a holistic financial planning model and serves as the protection and insurance specialist for the MooreConstant team. Garner’s always prepared to assist his clients and prides himself in finding the best solutions for their needs.

Growing up in Mountain Brook, Alabama, Garner attended The University of Alabama, where he double-majored in finance and economics. In his free time, Garner enjoys fly fishing, live concerts, yoga, playing with his band, and spending time with his dog—Dutchess.

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George Nolen

FINANCIAL ADVISOR

George graduated from the University of Alabama and served two years in the US Army.  He started his insurance career with Connecticut Mutual until its merger with MassMutual.  George has received numerous industry awards and has earned certifications including Chartered Life Underwriter and Chartered Financial Consultant.  He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them.

George is a native of Birmingham, Alabama.  He and his wife Susan have two grown married sons. In his leisure time he enjoys golf, swimming, travel and being at the lake with family and friends.

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Eliza Neal

CLIENT SERVICE ASSOCIATE

Eliza is a graduate of The University of Alabama Culverhouse College of Business with a degree in Marketing. After graduation, she moved back to her home city, Atlanta, and joined the MooreConstant team as a Client Service Associate.

 Along with dedicated client service, Eliza provides investment operational and administrative support to the team. In her free time, she can be found learning the guitar, playing with her dog Sully, or cheering on the Atlanta Braves!

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