M. Alan Bishop, Jr., CFA, CFP®

M. Alan Bishop, Jr., CFA, CFP®

Vice President,
Financial Advisor

  • Montgomery, AL
  • The Big Short | Forrest Gump
  • My family, Ted Williams, and Theodore Roosevelt
  • Do unto others as you would have them do unto you.
  • Integrity, grit, and humility

Financial Advisors

Alan Bishop Jr. is a wealth management financial advisor based in Montgomery, AL.

Alan joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as a client advisor for high-net-worth individuals and families.

In his role as vice president, financial advisor for CAPTRUST, Alan works closely with high-net-worth individuals and families to champion on financial goals.

He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Alan earned his Bachelor of Science degree in commerce and business administration, corporate finance investment, from the University of Alabama.

Alan is active in the local community through his involvement with the Kiwanis Club of Montgomery and the Druids Charity Club. Alan lives in Montgomery with his wife Brooke and their two young children.

Education

  • Bachelor of Science degree in commerce & business administration, corporate finance investment, from the University of Alabama

Industry Designations

  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)

Industry Involvement

  • Member, CFA Society of Alabama
  • Member, CFA Institute
  • Member, Financial Planning Association

Memberships

  • Member, Kiwanis Club of Montgomery
  • Member, Druids Charity Club

News & Resources

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