2 weeks ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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One Commerce Street
Suite 800
Montgomery,
AL
36104
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.
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Alan Bishop, Jr., CFA, CFP®
Vice President,
Financial Advisor
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
Rob A. Godwin, CPA
Principal,
Financial Advisor
Oliver L. Haynes III
Principal,
Financial Advisor
Edward V. Welch, Jr.
Principal,
Financial Advisor
News & Resources
Resources
Resources
4 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
7 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
8 months ago
Different This Time
As the nation combats the physical, financial, and emotional toll...
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Montgomery, AL
One Commerce Street
Suite 800
Montgomery, AL 36104
Phone 334.272.1192
