Our Team

Summary 

Atlantic Wealth Management Group is an Independent Financial Planning practice designed to serve the needs of those who are looking for a seasoned professional to guide them through the maze of financial complexities. We are here to help you identify, simplify, and work towards your financial goals. We serve individuals and businesses with financial planning, risk management and 401(k) management. 

Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/ SIPC. Atlantic Wealth Management Group, LLC and LPL Financial are separate entities. 

Licensed to sell securities in the following states:  CO, FL, GA, IL, MD, NJ, NY, SC, TX, UT, VA & WA

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. 

Experience 

Atlantic Wealth Management Group, LLC, Wealth Management Advisor, LPL Registered Principal, Founder 

Charleston, South Carolina Area 

Prior to launching Atlantic Wealth Management Group, LLC in 2019 I spent eight years as a Senior Financial Advisor with Merrill Lynch Wealth Management based in Charleston, South Carolina. Prior to my time at Merrill Lynch I was an advisor with The Scarborough Group from 1996 through 2003 and I began my career at Dean Witter Reynolds Annapolis, Maryland in 1991. I hold a CRPC®, Chartered Retirement Planning Counselor, CRPC conferred by College for Financial Planning, and the Certified 401(k) Professional, C(k)P®, a designation offered by the Retirement Advisor University at UCLA Anderson School of Management Executive Education and a CPFA, Certified Plan Fiduciary Advisor through the National Association of Plan Advisors. I hold a Series 7, Series 24, Series 63 and 65 registrations through LPL Financial, and a Life and Health license. I received a Bachelor of Arts Degree in Economics from the University of Maryland, Baltimore County. Throughout my career, I have been featured in a variety of publications including the New York Times, Mutual Fund Magazine, U.S. News and World Report, The Detroit Free Press, Ticker Magazine and The Bottomline Newsletter. I was a co-host on Financial Fitness – a radio program airing in the Baltimore/Washington DC market. I have lectured throughout the country on the subject of retirement planning and 401(k) education. 

Education 

• University of Maryland Baltimore County Bachelor's Degree, Economics · (1981 - 1986)

Gene joined the Atlantic Wealth Management Group in September 2025 after dedicating six years to his role as an Investment Advisor Representative at Premier Wealth Partners LLC.

Prior to his tenure at Premier Wealth Partners, Gene served as a Financial Advisor at Bank of America Merrill Lynch.
Before embarking on his career in financial services, Gene honorably retired from the U.S. Marine Corps, having completed 21 years of active duty, and relocated to North Charleston in 2010.

Hailing from Sparta, Michigan, Gene earned a Bachelor of Science degree in Business Administration/Management from Sullivan University.
Gene resides in North Charleston with his wife, Cindy, and their daughter, Kali, who works as an ICU Nurse in Summerville, SC.

Pete joined Atlantic Wealth Management Group in September of 2025. Prior to joining AWMG, Pete served as an Investment Advisor Representative for Premier Wealth Partners for 8 years. Prior to joining PWP, Pete held the dual role of COO and Financial Advisor for a large team at Bank of America Merrill Lynch. He is a graduate of Merrill Lynch's Practice Management Development program with a specialty in Business Management. Before joining Bank of America Merrill Lynch, Pete founded an IT Consulting firm in 1999 in Washington, DC serving as President and CEO until his firm was acquired in 2010.
 

Pete is a member of The Society of the Cincinnati, which is a fraternal, hereditary society founded in 1783 to commemorate the American Revolutionary War that saw the creation of the United States. Membership is restricted to descendants of military officers who served in the Continental Army. It is the oldest patriotic, hereditary society in the United States.
 

He is a volunteer and supporter of charities benefiting animals and the environment. Pete is a graduate of The University of Maryland at College Park with a B.A. in English Language and Literature. He and his wife Liz live in Mount Pleasant, SC.

Julie commenced her tenure at Atlantic Wealth Management Group in September 2025, following her previous role as an Investment Advisor Representative at Premier Wealth Partners.

Before that, Julie served as a member consultant for a credit union in Georgia.

Prior to her foray into the financial services sector, Julie enjoyed a distinguished career in university administration at several esteemed institutions across Massachusetts, New Mexico, and Georgia.

A native of the Boston metropolitan area, Julie earned a Certificate in Business Administration and Management from Katharine Gibbs School.

In July 2024, she relocated to the Charleston area with her partner, Mark, bringing along her race car. An avid competitor, she revels in the exhilaration of competitive driving and is devoted to caring for her rescued, retired racing greyhounds.