Southern Financial Group

Come Grow with Us. Our office values a growth mindset and fosters an entrepreneurial and collaborative atmosphere. Our stable, veteran management facilitates this environment to build a history and reputation you can be proud of as one of our financial planners, financial advisors and financial professionals.

Looking to Grow?

We’ve got your back with a robust group of turnkey lead, referral and marketing programs to grow your gross dealer concessions (GDC).

Our Open Architecture Platform

You have flexibility. No quotas, no expectation of proprietary products to recommend.

Win with Teaming

Be part of a team of individuals with complimentary skills to realize your vision.

Managing Director

LinkedIn Profile

Rob was born and raised in the downriver Detroit city of Monroe, Michigan. He began his career in 2005 with MassMutual after graduating from Tiffin University, where he was a member of the football team. He has held various positions, lastly as the Co-General Agent and Managing Partner with MassMutual in Cincinnati, prior to coming to Prudential in 2016. While with Prudential, he has served as a financial professional and in leadership roles for two other offices before joining Southern Financial Group. Rob has lived in Kentucky for the past 15 years with his wife of 11 years, Cassie, and two children, Lorelai and Rogan. Rob is an avid fan of The University of Michigan and Detroit sports teams. While not working, he enjoys spending time with his family and teaching his kids new things.

Director of Sales Support & Oversight

As a Director, Sales Support & Oversight at Prudential’s Southern Financial Group, Natalia has a passion for driving successful outcomes, while helping others achieve their goals. She contributes to the office’s financial success by focusing on maintaining an excellent reputation, mitigating risk, and helping producers grow successful practices. She is responsible for all aspects of our office’s operations and regulatory supervision. Together with the local sales support team, Natalia aligns their contributions to the office’s vision and goals, assisting new financial professionals in their seamless transition to Prudential, and helping team members navigate the everchanging regulatory requirements. She believes that building a connection and relationship with all representatives is the key to having a productive partnership. She is committed to helping women with their unique needs, and as a Chair of the office’s EmpowHer group, she is contributing to the mission of helping female financial professionals take their practices to the next level. Natalia has served in the financial services industry since 2000 and has sales and wealth management, supervisory principal and risk management, sales support and operational experience with several Fortune 100 companies. She holds a BA degree from the University of Central Florida and Series 7, Series 66, Series 24, Series 9, Series 10 registrations as well as Life & Health insurance licenses. She is multilingual and enjoys travelling and experiencing diverse cultures.

Regional Director

Linkedin Profile

As a Regional Director for Prudential Advisors based in Buckhead, GA, Joey brings over 22 years of success, knowledge and experience to his role. He coaches advisors utilizing financial planning, investments and risk management strategies to benefit individual and small business owner clients. Joey’s strengths lie in helping lead and coach these professionals to enable them to have deeper client conversations and uncover ways to best serve relationships. Joey graduated from the University of Georgia with a bachelor’s degree in economics and resides in Johns Creek, GA with his wife and two sons.

Regional Director

Will Gillett

Financial Planner

“The Southern Financial Group leadership team has been instrumental in helping me grow my practice over the past several years. While the resources at the company wide level are vast, having a group of leaders that understand the Atlanta market and the challenges their financial professionals face at the local level have allowed them to better support the financial professionals they serve. They have all gone out of their way to help me get cases pushed through so that I can spend more time in the field and less time with back-office support. As I personally come up on my 5-year anniversary with Prudential Advisors, I cannot wait to continue to build a culture of excellence in the years to come.”

John Morrison

Financial Planner

“As a financial planner and leader within Prudential Advisors, I am excited to work every day knowing that I have an invaluable opportunity to put my clients in a better situation and make lasting impacts on people’s lives. Having a longstanding, trustworthy company and brand that people recognize behind you is incredibly powerful and makes it easy to transition conversations beyond just life insurance to comprehensive financial planning. Our management and support team is incredible! They take the time to listen and understand what we go through on a daily basis and are constantly looking for ways to make our lives easier and drive business. No matter which direction you want to take your practice, Prudential has the systems in place to support you, and encourages you to challenge yourself and your peers to be the best financial professional you can be.”

Chandra Thompson

Experienced Financial Professional

“After retiring from over 23 years in Insurance, I joined the Southern Financial Group. As a lifelong financial professional, my objective was to share my experiences as well as to broaden my professional capacity as a financial professional. As a member of this office, I was able to join the Prudential Pathways Program which allows me to meet and share with many people. I am eager to learn more and support the office’s efforts to share knowledge and assist others.”

There are approx. 2,800 financial professionals with Prudential Advisors, aligned to 24 offices nationwide.

In 2023, we distributed 0.9 million leads and referrals to our financial professionals.*

23,000 Prospect Leads 712,000 Unaligned Leads

141,000 Referral Leads 3,000 Aligned Leads

Prudential Advisors AUM growth over the past 5 years*

Achieved Gross Dealer Concession (GDC) payout (by product)*

*As reported by Prudential Advisors Planning & Analysis team.

With our robust offering of over 15 turnkey lead and referral programs, you have access to a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.

Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions. All products align to one payout grid.

Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, Morningstar, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.

As a statutory financial professional or an independent financial professional, you can count on fair compensation. In fact, as an independent financial professional, you’ll receive up to 90% payouts on anything you sell. As a statutory financial professional, you will receive a full benefits package, including company-sponsored benefits.

We believe teaming is not just a program. It's a way of doing business. Financial professionals, advisors and planners who join teams are more efficient and more productive and have higher assets under management (AUM) per client.

Join Prudential Advisors and your transition will be supported by a close partnership with local office leadership, operations personnel, and dedicated resources from our Transition & Onboarding Solutions team.

Business Models

Statutory Financial Professional

Join us and get the best our office has to offer as well as benefiting from the relationships, reputation and support of Prudential. With local leadership and a global powerhouse, we both have your back.

Independent Business

We welcome independent financial professionals who want to work with us. You can enjoy upsides like no product quotas, ongoing local office support and access to Prudential expertise, including leads support and marketing.

Start a New Career at Pru

Interested in starting your career in finance or looking for a career change? Prudential offers guidance to help you recognize your needs and goals including tips to help you take your next step.

News

Interested? We'd love to hear from you.

Whether you're an experienced financial planner, financial advisor or financial professional thinking of moving your practice, a recent grad, or a professional who is interested in a career change, you can contact us confidentially. Our Business Development Director and Recruiter is the first step, so please reach out.

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