Over 40 years of financial services experience. One unwavering belief: advisors and clients deserve better than proprietary products, conflicts of interest, and firms that serve themselves first.
The founder of FAN Advisors started as a young, inexperienced, and mostly idealistic financial services rep in 1977, selling life insurance and mutual funds, always focused on helping clients achieve financial security through simple, straightforward strategies. Over 15 years, that career grew into senior executive roles: President and CEO of a Broker/Dealer, Chairman of a proprietary mutual fund group, and EVP and COO of a life insurance company.
In the mid-1990s, a move to an emerging Houston-based fund company led to negotiating billion-dollar relationships with leading distributors and insurers. Through it all, one belief never wavered: the financial services business should always serve the client first.
In 2008, a reunion with former colleague Sherry Bohannon brought two like-minded partners together. After years of fruitless efforts to change a company that no longer shared their values, both resigned at the same Board of Directors meeting.
In the fall of 2012, First Advisors National was born. Starting from zero, no reps and no assets, with enough capital to cover registration fees, the recruiting talent of Sherry Bohannon, and the support of industry veterans Bruce Carlton and Danny Gordon. In 2016, Paul Atkins joined as CIO, and that same year FAN crossed its first milestone: $100 million in client assets.
In 2018, we lost Sherry, our co-founder, our partner, and the heart of this firm's early days. What started with two people and a belief is now a community of 75+ advisors and over $600 million in client assets. The principles haven't changed. They never will. And honestly? We're just getting started.
Founder begins his financial services career, built on client-first principles.
Joins AIM Investments; negotiates billion-dollar institutional relationships.
First Advisors National is founded in Atlanta, GA.
Trey Bohannon joins full-time as EVP of Operations.
Paul Atkins joins as CIO. FAN crosses $100M in client assets.
75+ advisors. $600M+ in client assets. The same founding principles.
The heartbeat of FAN Advisors. A people person with a servant's mentality, always positive, always doing what's right for advisors and clients. 40+ years in financial services. Formerly President/CEO of First American National Securities, Chairman of Common Sense Mutual Funds, EVP/COO of MILICO Life Insurance, and VP at AIM Investments. Founded FAN in 2012.
Always looking for the way to accomplish a task while watching for roadblocks. Always willing to put on his investigator hat to help an advisor close business. It's his passion. 20+ years in investment advisory. Formerly at UBS/PaineWebber and AXA Advisors. Joined FAN in 2016.
Project-driven. Trey loves a project, and loves to knock it out even more. His greatest strength is his personal connection to our entire field force. Formerly Dell Technologies, The Orvis Company, Illinois Tool Works, and Gunther Mathews LTD. Joined FAN full-time in 2014.