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The ARH Group 

Professional Profile

Brooks Arnold, Senior Financial Advisor; Senior Vice President - Wealth Management

Brooks joined the Palm Beach office of Merrill Lynch in 1976. He and his wife, Kim, moved to Athens in 1981. A graduate of Emory University, Brooks focuses on providing financial and wealth management services with an emphasis on individual securities, long term investment strategies and value added client services.

Benjamin R. Roberts, III, Senior Financial Advisor; Vice President

Benjamin joined the Merrill Lynch office in 1983. Ben concentrates on developing and monitoring asset allocation models, alternative investments* and overall portfolio strategies including the selection of portfolio managers. A graduate of the University of Georgia, he has an MBA in Finance.

J. Gary Hudson, CFP®, Wealth Management Advisor; Senior Vice President - Wealth Management

Gary, a Wealth Management Advisor, joined Merrill Lynch in 1993 and has been Resident Director of the Athens office since 2002. A graduate of Valdosta State University, Gary is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.*** Gary focuses on wealth management and the financial strategies that it entails. This includes Insurance, Lending & Estate Planning services.

Matthew Currie, Financial Advisor

Matt joined the Merrill Lynch office in 2013 after 10 years working primarily for non-profit organizations. A graduate of the Terry College of Business at the University of Georgia, Matt focuses on understanding the unique financial needs of clients and leveraging the vast resources of Merrill Lynch and of our team to meet those needs with customized wealth management strategies.

Ted Schaefer, CRPC® Investment Associate

Ted re-joined Merrill Lynch in 2006 after 3 years spent in the field of education. Ted holds the Chartered Retirement Planning Counselor(SM) designation.**** He concentrates on servicing retirement plans and participants, organizing personal lending strategies and working with the team to implement personalized wealth management recommendations for our clients. A graduate of Vanderbilt University, Ted and his wife Molly live in Athens.

Jodi Caputi, Registered Senior Client Associate

Jodi joined Merrill Lynch in 1992. She has been working in the financial services industry since 1986 and is fully registered with the SEC and FINRA. Jodi brings with her an unsurpassed level of dedication as she deals directly with clients in account structuring, loan applications, lines of credit, service features, and lending issues.

Ruth Lazarski, Client Associate

Ruth joined the Merrill Lynch team in 2013 having come from Bank of America where she worked as a personal banker. Ruth has been in the financial industry for 24 years and has intimate knowledge of all aspects of banking procedures and retirement distribution processes. She is committed to unifying these two lines of businesses for our clients.




*Some or all alternative investments may not be suitable for all investors.*

**Asset allocation does not ensure profit or protect against loss in declining markets.**

***Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.***

****Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.****

Client Commitment


Benjamin Roberts is registered to do business in:AK, AL, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT

F. Brooks Arnold is registered to do business in:AK, AL, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT

J. Gary Hudson is registered to do business in:AK, AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Matthew Currie is registered to do business in:GA, SC

For questions regarding registration information please contact your Financial Advisor.
The ARH Group

Global Wealth Management

Merrill Lynch
272 w hancock ave
athens, GA  30601 

Phone(800) 637-1152

Email:  

Professional Staff


Senior Financial Advisor

(706) 552-2090
 


Senior Financial Advisor

(706) 552-2091
 


Sr Resident Dir - Wealth Mgmt

(706) 552-2111
 


Financial Advisor

(706) 552-2076
 


Analyst Relationship Mgt

(706) 552-2069
 


Reg Senior Client Associate

(706) 552-2112
 


Client Associate

(706) 552-2075
 

AC260ED1 (JCF*******801)