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Erwin M Matthews Erwin M Matthews, MBA, Managing Principal

With over 20 years experience as a financial professional, he has practiced as CPA with a big-four public accounting firm, operated a tax practice, and now advise individual and small business clients.  His career as a financial advisor started with American Express Financial Advisors, where he became a franchise owner and Branch Manager.  He built a successful branch with six advisors while managing a $30 Million practice.  He achieved many accomplishments in his 10 years with the company.  In 2004, he transitioned his practice to Merrill Lynch as a Senior Financial Advisor.  With Merrill Lynch, he managed his personal practice and was a Partner on the $50 Billion Corporate & Institutional Advisory Team, the largest team in the company.  In May 2009, he became independent and launched One Source Advisory, which represents the firm that brings the client all the key services and expertise from 'One Source'.  "This role allows me to operate as a CPA and Financial Advisor, but with greater independence and resources to elevate the client experience."  

"One Source allows me to deliver a more comprehensive service to the client  ......the independence provides greater resources to deliver leading edge and unbiased solutions to the client's most pressing needs..."




Gentry D. Doxey Gentry D. Doxey
gentry_doxey@onesourceadv.com

Gentry is a Senior Financial Advisor. He earned a Bachelor of Arts degree from Morehouse College in Atlanta, Georgia.  Prior to coming to One Source Advisory Services, LLC. in 2009, he was a Financial Advisor for Merrill Lynch in the Atlanta Buckhead office.  
With over a decade of experience, Gentry counsels clients in the areas of retirement planning, investment management, asset allocation, and fixed income management. Drawing on the global resources of Scottrade, Gentry develops personalized, integrated solutions to address the complex needs of businesses, individuals, and their families. Together with the Scottrade specialists in different areas of expertise, Gentry offers a comprehensive array of services. 

Gentry and his wife, Freda have two daughters, Candace and Heavyn. 

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This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.