We Are Your Active Wealth Team

We are a private wealth management firm headquartered in Atlanta, GA. We believe in managing our clients’ assets actively. We employ a tactical asset allocation strategy in portfolio management. Our team is passionate about educating clients to empower them to invest and retire successfully. We work with three primary groups of people; Pre-Retirees, Retirees and Business Owners. We look forward to helping you reach your financial goals.

Our Custodian Partners

We work with these custodians to further protect your hard-earned assets. We will never take possession of your funds, we will only have limited trading authority within your account to implement your financial plan.

TD AMERITRADE – PREFERRED

The Active Wealth Process

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The Active Wealth Team

Ford StokesFOUNDER & PRESIDENT

Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, he’s passionate about growing our client’s wealth and has over ten years experience in the financial industry. Ford also helped successfully grow a $3 Billion Registered Investment Adviser (RIA) and a $2 Billion Independent Marketing Organization (IMO) from start-up phase to mature and significant profitability as a minority owner in both companies.

He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. He’s published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGKA 920 AM on Saturdays 12:00-1:00 PM in Atlanta. He educates clients to help them invest and retire successfully.

Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer competitions throughout the Southeast.

Sam DavisSENIOR FINANCIAL ADVISOR

Sam Davis is a Senior Financial Advisor with Active Wealth Management who has a passion for educating people about ways to protect and grow their hard-earned money. As an experienced financial and broadcasting professional, he uses an organized and practical approach to help people understand how they can achieve lasting, positive results during retirement.

He has demonstrated his talents as an adept speaker and host in a variety of media productions, including live sports play-by-play, national talk radio and podcasts. With prior experience in both collegiate and professional athletics, his unique background has enabled him to develop the diverse skill set and winning attitude he uses each day to deliver effective outcomes for the individuals, families and businesses that he serves.

Sam and his wife Bailey are Kansas natives and University of Kansas graduates who now reside in Atlanta where they enjoy running, travel and spending time with their family and friends.

Brandy SeatsSENIOR VICE PRESIDENT

As Senior Vice President with Active Wealth, Seats provides a wide range of retirement planning services to clients, including complex life insurance case design as an investment vehicle.

Prior to joining Active Wealth, Seats was the Founder and President of Avalon Financial. In late 2019, Active Wealth acquired Avalon Financial, placing Seats in her current role. Before entering the financial industry, Seats worked in the healthcare industry for more than a decade working as Director of Sales and Marketing for several multi-billion-dollar clients.

Seats’ diverse work experiences allow her to take a unique, holistic approach when helping her clients’ plan for the future. Brandy holds a Series 65 Securities License and a Life and Heath License with the State of Georgia. In addition, Seats is passionate about her clients’ financial education and works to share the impact that smart money planning can have on their finances.

In her spare time, Seats enjoys volunteering and running her 501(C)(3) RAOK, Inc. (Random Acts of Kindness). RAOK brings value to the Atlanta community through projects like animal advocacy and financial literacy education.

Carole Little, MBASr. Financial Advisor

Carole has a passion for educating clients on growing and retaining their wealth. She understands the importance of planning and preparing for college and retirement.

Carole has a Series 65 Securities License and a Life and Health Insurance License with the State of Georgia. She earned her MBA from DeVry University and her BBA degree from Georgia State University. Prior to entering the financial industry, she worked in Information Technology for over twenty years for several Fortune 500 companies.

Diana StokesSENIOR VP - LIFE & HEALTH INSURANCE DIVISION

Diana is a Registered Dietitian and has worked in Healthcare for over 20 years. She is passionate about helping clients with their healthcare and life insurance needs before and during retirement.
As a Mother of twin girls, she understands the importance of proper college planning that also provides flexibility for retirement.

Strategic Partners

Mark DiOrio, CFAChief Investment Officer - Brookstone Capital Management

Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.

Chris SeatsPresident - V2 Financial Marketing

Chris Seats leads our Retirement Income Division. Chris is the President of V2 Financial Marketing, and has been working in the financial services Industry for over 17 years. Chris and his team are responsible for the proper wholesale distribution of more than $260+MM in Fixed Indexed Annuities Annually. Chris graduated from KSU in 2004, and immediately went to work for a Financial Marketing Organization, eventually becoming the President of V2 Financial. Chris has been published through Producers Web, Insurance News Net, and other top news outlets in the industry. Since 2010, he has been an active member of the Million Dollar Round Table (MDRT) as well as other prestigious groups. Chris’s expert advice has been sought by thousands of clients and agents around the country and has personally brokered over $1.2 billion in total annuity sales. Chris consistently seeks the best for his advisors and their clients, he regularly attends seminars and meetings to learn more about the industry and what he can offer.

Matt McClureProducer and co-host for AmeriLife’s Retirement.Radio Network

Matt McClure is a producer and co-host for AmeriLife’s Retirement.Radio Network. An award-winning journalist, host and performer, he has more than 20 years’ experience in TV and radio. Matt currently lives in his home state of Georgia, but spent more than 10 years in New York City.
While in the nation’s No. 1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange. Also a professional actor and singer, he has performed on musical theater stages across the country. Some favorite credits include Little Shop of Horrors (Seymour – BroadwayWorld Award nomination), Forever Plaid (Smudge), 9 to 5 (Joe/Co-Director), and many more.

Matt studied journalism at Gainesville State College and acting at New York’s prestigious HB Studio.

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