Tony Chartrey

He focuses on ensuring that Investment Management and Financial Planning are pursued with full consideration of tax and estate planning objectives.

Evan’s diverse experience allows him to identify the unique needs and goals of each client. He works closely with them to develop and modify asset allocation models with the goal of adding value to their portfolios.

Dedicated to guiding clients through complex financial decisions with clarity and purpose, building lasting strategies that reflect their goals and values. He is committed to helping clients navigate uncertainty with a steady blend of logic, planning, and empathy.

He believes there is nothing more rewarding than earning someone’s trust—especially when it is in something as important as their wealth. Having the ability to share his knowledge to meaningfully impact his clients’ futures and aid them in accomplishing their goals gives him a deep sense of accomplishment.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

Tom began his wealth management career in 2007. He focuses heavily on Financial Planning as a core element of his guidance process. Tom believes in the importance of educating clients about the value of diversification and asset allocation while still maintaining an individualized approach.