Overview

I am a member for a 4 advisor team headquartered in Birmingham, AL with advisors in Mobile, AL, Rosemary Beach, FL and Birmingham, AL. As we grow we would like to strategically partner with like-minded firms to provide advisors with continuity and a succession plan that allows their legacy to continue. We have two distinct segments to our firm. Retirement Plans for companies ranging from 40- 1500 employees all across the South East and Personal wealth management that is on a primarily fee-based platform. We know from experience that advisor work hard to build relationship with clients and that many times those relationships can be very strong. Our desire is to come along side and learn how to serve those clients best from their current advisor.

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