Cliff Weldon Draughn

Finance

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Profile

Cliff Weldon Draughn was the founder and had founded BT Wealth Management LLC in 2008, where he held the title of Partner from 2008 to 2022.
He also worked as President at Excelsia, Inc. Mr. Draughn received his undergraduate degree from The University of North Carolina at Chapel Hill in 1981.

Former positions of Cliff Weldon Draughn

Companies	Position	End
BT Wealth Management LLC BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.	Founder	01/07/2022
Excelsia, Inc. Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia.	President	-

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Training of Cliff Weldon Draughn

The University of North Carolina at Chapel Hill

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
BT Wealth Management LLC BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.	Finance
Excelsia, Inc. Excelsia, Inc. Investment ManagersFinance Founded in 2003, Excelsia, Inc. is a registered investment advisor located in Savannah, Georgia.	Finance