Career history of Cliff Weldon Draughn
Former positions of Cliff Weldon Draughn
| Companies | Position | Start | End |
|---|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Founder | 2007-12-31 | 2022-06-30 |
| Investment Committee Member | 2007-12-31 | 2022-06-30 | |
| Portfolio Manager-Equities | 2007-12-31 | 2022-06-30 | |
Excelsia, Inc.
 Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Compliance Officer | - | - |
| Portfolio Manager-Equities | - | - | |
| President | - | - |
Training of Cliff Weldon Draughn
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Excelsia, Inc.
Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia. | Finance |
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
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