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Alan Bishop, Jr., CFA®, CFP®

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 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 and financial advisor for CAPTRUST, Alan works closely with high-net-worth individuals and families to champion on financial goals.

Alan is active in the local community and 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
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