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Montgomery

One Commerce Street Suite 800
Montgomery, AL 36104

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Phone: 334.272.1192

Mon - Thur, 8:00am-5:00pm
Fri, 8:00am-4:00pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

Our Montgomery advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors and corporate executives, and investment advisory services to endowments and foundations.

Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

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Advisor

Alan Bishop, Jr., CFA, CFP®

Vice President,
Financial Advisor

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Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

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Montgomery, AL

One Commerce Street
Suite 800
Montgomery, AL 36104
Phone 334.272.1192