Find a professional
Filter

Filtered Search: Private Client Services

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

John B. Cox, CFA®, CAIA Partner, Chief Investment Officer of Public Markets, Wealth Advisor

Birmingham

205.314.6209

Heath R. Echols, MS, CFP® Partner, Chief Technology Officer, Wealth Advisor

Birmingham

205.314.6206

Kelly S. Clary, MBA Partner, Regional Director, Wealth Advisor

Huntsville

256.713.2669

Joseph R. McNair, CFP®, JD, CPA Partner, Regional Director, Wealth Advisor

Pensacola

850.444.7253

Melanie Nichols, CFA, CFP® Partner, Regional Director, Wealth Advisor

Birmingham

205.769.3308

Birmingham

205.314.6202

Cheryl B. Bott, CFP® Partner, Wealth Advisor

St. Petersburg

727.823.3801

Birmingham

205.747.3945

Tampa

813.321.1348

Maddie Brown, CFP® Wealth Advisor

Merrillville

Oak Brook

219.842.2591

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Huntsville

256.713.2670

Jennifer L. Disker Billing Manager

Birmingham

205.769.3206

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham

205.314.6207

Gavin P. Gillison, CFP® Partner, Wealth Advisor, Director of Financial Planning

Birmingham

205.769.3480

Jennifer B. Groulx Client Service Manager

Pensacola

850.470.5546

Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola

850.444.7272

Deerfield

Oak Brook

219.832.8962

Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg

727.823.3801

Aleicia M. Hornsby Operations Manager

Birmingham

205.460.3854

Lafayette

Chicago

765.758.7011

Andrea Johnson Principal, Director of Compliance

Birmingham

205.769.3469

Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville

Oak Brook

219.842.2441

Joshua G. Miller, CPA, CFA, CIPM Senior Investment Analyst

Pensacola

850.444.7205

Glenda Molina, CFP® Senior Financial Planner

Austin

512.774.5344

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

Aaron Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Birmingham

205.769.3335

Teresa Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Jennifer Ryan, CFP® Wealth Advisor

Merrillville

Oak Brook

219.832.8966

Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs

719.570.3327

Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery

334.260.2340

James A. Werner, CFP® Partner, Wealth Advisor

Austin

512.774.5341

See Important Disclosure
Top