Warren Wick, II
Education: Marshall University – Bachelor of Business Administration; Georgia State University – MBA, Finance
Professional Certifications: CPA, CFP®, CLU
A former CPA for a global accounting firm, Warren directed the financial planning operations of two regional brokerage firms prior to forming his own wealth management firm in 1988. His firm merged with Oakbridge Partners (then known as Lesesne Capital Management) in 1996. Warren has been honored as a Who’s Who in Banking and Financial Services by the Atlanta Business Chronicle and is a long-standing member of NAPFA. Warren also has been named one of the Best Personal Wealth Managers in Atlanta by Atlanta Magazine. He served as treasurer and finance committee chairman of Northwest Presbyterian Church for many years. He is an avid jogger and golfer and a longtime member of Dunwoody Country Club.