Estate management in Alabama

Steve Hudson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. Steve Hudson holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steve Hudson's expertise in various aspects of financial planning and wealth management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Steve Hudson can provide tailored financial advice to meet your needs.

Merrill Lynch Financial Advisor Brian M Woodke is a finance institution located at 569 Brookwood Village, Birmingham, Alabama, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation, setting the standard for exemplary client service. Supported by the global resources of Merrill, their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer a wealth planning approach to help connect priorities and wealth, offering core investment services, estate planning services, and access to traditional banking and lending services through Bank of America. Their philosophy is to make wealth management an orderly and consistent experience, offering ongoing advice and a focus on strong relationships. They follow a systematic approach focused on oversight advice, accumulation advice, distribution advice, and client experience. They offer a range of capabilities to address virtually every financial challenge clients face, including retirement income planning, wealth transfer strategies, and philanthropic solutions. With permission, they can work closely with other professionals to help clients pursue their goals.

Douglas Nunnally is a Financial Advisor at Ameriprise Financial Services, LLC located at 6767 Old Madison Pike in Huntsville, Alabama, United States. Douglas Nunnally holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Douglas Nunnally's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As a Financial Advisor, Douglas Nunnally provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Douglas Nunnally is dedicated to helping clients achieve their financial goals and secure their financial future.

Doreen Grannis - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1101 McMurtrie Drive Northwest, Huntsville, Alabama, United States. Doreen Grannis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Doreen Grannis specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and expertise in various financial areas, Doreen Grannis is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Joshua Cothran is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South in Birmingham, Alabama, United States. Joshua Cothran holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor®. With a commitment to ethical practices and ongoing education, Joshua Cothran provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Joshua Cothran at Ameriprise Financial Services, LLC for expert guidance on achieving your financial goals.

Edward Jones - Financial Advisor: Anna M Otterson, ABFP™ is a trusted financial institution located at 3644 Vann Road in Birmingham, Alabama, United States. Anna M Otterson, a certified Accredited Behavioral Financial Professional™, provides personalized financial advice and planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones offers a comprehensive range of financial services including retirement planning, investment management, and estate planning. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Anna M Otterson and the team at Edward Jones are dedicated to helping you secure a bright financial future.

E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. They offer a range of certifications and designations to ensure their advisors are well-equipped to meet the diverse needs of their clients. From AAMS™ certification focusing on asset management to ADPA™ certification for domestic partnership planning, the institution covers a wide array of financial planning areas. With designations such as AEP®, AIF®, and APMA™, their advisors are trained in estate planning, fiduciary practices, and portfolio management. They also offer certifications in behavioral finance, philanthropy, annuities, retirement planning, and more. Whether you are looking for assistance in divorce financial planning or exit planning, the institution has certified professionals to guide you through the process. With expertise in areas such as mutual funds, special needs planning, long-term care, and military financial advising, E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing comprehensive and specialized financial services to their clients.

Lisa Irby Gaddis is a financial advisor at Ameriprise Financial Services, LLC located at 1022 Edenton Street in Birmingham, Alabama, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs. Lisa's dedication to continuing education and adherence to ethical standards make her a trusted advisor for individuals, retirees, small business owners, and high net worth clients seeking comprehensive financial guidance.

Cindy S Cornette is a financial advisor at Ameriprise Financial Services, LLC located at 2835 Zelda Road in Montgomery, Alabama. Cindy holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cindy's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Cindy is equipped to provide you with comprehensive financial advice tailored to your unique needs. Contact Cindy S Cornette at Ameriprise Financial Services, LLC for expert guidance on your financial journey.

Jonathan Foster - Financial Advisor at Ameriprise Financial Services, LLC, located at 1400 Urban Center Drive, Birmingham, Alabama, United States, offers personalized financial planning services for individuals and families. With a focus on understanding your goals and risk tolerance, Jonathan provides investment recommendations and portfolio analysis to help you achieve your financial objectives. As a client of Ameriprise Financial Services, LLC, you can access your investments and accounts securely from any device, track your progress towards your goals, and receive regular updates on your financial strategy. Jonathan Foster specializes in crafting personalized financial strategies for all generations, ensuring that every family member's unique aspirations are addressed.

Grant Thomson - Morgan Stanley is a prestigious finance institution located at 305 Church Street Southwest in Huntsville, Alabama, United States. With a strong reputation for providing exceptional financial services, Grant Thomson - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Grant Thomson - Morgan Stanley is committed to providing personalized and strategic advice to help you succeed.

Wolfe, Jones, Wolfe, Hancock, Daniel & South, LLC is a prestigious law firm located at 201-B West Washington Street in Athens, Alabama, United States. Our team of attorneys specialize in Managing Partner Bankruptcy, Commercial Law, and Creditor’s Rights, as well as Commercial Litigation, Banking, and Creditors' Rights. We handle thousands of residential and commercial real estate transactions and closings annually. In addition to real estate law, our firm also specializes in Personal Injury claims such as Trucking Accidents, Drunk Driving Accidents, Motorcycle Accidents, Wrongful Death, Workers Compensation, Nursing Home Abuse, and more. Our experienced attorneys also handle cases involving Car Accidents, Pedestrian Accidents, Railroad Accidents, and other personal injury matters.

Holliman & Holliman, PLLC is a law firm located at 2491 Pelham Parkway in Pelham, Alabama, United States. Our focus is on helping individuals and families plan for the future by providing expert guidance in Estate Planning, Elder Law, and Probate support. With over 50% of people lacking a safety plan for their family's legacy, our firm aims to simplify the process of creating an Estate Plan to ensure your wishes are carried out smoothly. Our experienced attorneys offer consultations to help you avoid unnecessary taxes or nursing home fees, and our Elder Law Planning services can provide peace of mind for you and your loved ones as you navigate the complexities of aging. We have offices in Pelham, Alabama, Scottsboro, Alabama, and Chattanooga, Tennessee, and are dedicated to creating personalized life care plans that meet your specific goals and needs.

Parker Law Firm, LLC is a reputable insurance agency and legal firm located at 1320 Alford Avenue in Birmingham, Alabama, United States. Specializing in real estate law, their team of experienced attorneys offers exceptional legal expertise to clients throughout the state of Alabama. Whether you are buying, selling, or managing property, Parker Law Firm is dedicated to providing top-notch legal services to meet your needs.

Debra Haley, a Financial Advisor at Ameriprise Financial Services, LLC, located at 4332 Boulevard Park South in Mobile, Alabama, offers a wide range of financial services to meet the needs of individuals and businesses. Debra holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are looking for advice on portfolio management, retirement planning, or estate planning, Debra Haley can provide personalized solutions to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Debra is dedicated to helping her clients make informed financial decisions. Contact Debra Haley today to schedule a consultation and take the first step towards financial success.

James Thomas Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. James Thomas Lee holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. As a Certified Financial Planner™, James Thomas Lee upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, James Thomas Lee is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or individual with special needs, James Thomas Lee has the knowledge and expertise to guide you through the complexities of financial planning. Contact James Thomas Lee - Financial Advisor at Ameriprise Financial Services, LLC for personalized and comprehensive financial advice.

L & L Financial Services is a reputable finance institution located at 316 Bel Air Boulevard in Mobile, Alabama, United States. We offer a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for assistance with budgeting, investing, or retirement planning, L & L Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.

Steve Hanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 4332 Boulevard Park South in Mobile, Alabama, United States. Steve holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Steve is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Steve's expertise in asset management, estate planning, retirement planning, investment strategies, and risk management allows him to tailor financial solutions to meet the unique needs of each client. With a strong commitment to ethics and continuing education, Steve ensures that his clients receive the highest level of professional service and advice.

Jennifer Ryder is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. Jennifer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and other financial services. Jennifer is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She upholds the highest standards of ethics and professionalism in her practice, ensuring that her clients receive the best possible guidance for their financial goals.

Cindy Karns is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4332 Boulevard Park South in Mobile, Alabama, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cindy Karns specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continually expanding her knowledge and expertise in the field of finance.

David Buckhaults is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As an experienced financial advisor, David is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor S Wesley Carpenter is a trusted finance institution located at 601 North Section Street in Fairhope, Alabama, United States. The Harty Carpenter Group, the team of Financial Advisors at this institution, has over 100 years of industry experience and is dedicated to helping clients manage and prepare for their financial futures. They believe in building lasting relationships based on trust and offer personalized wealth management strategies tailored to individual needs. The team takes the time to understand each client's financial situation, goals, and priorities to create a customized financial strategy. They provide thoughtful investment guidance aligned with the client's goals and offer services such as the Investment Personality Assessment to refine investing preferences. The team is committed to helping clients pursue their goals through transparent and personalized financial advice. Recognized by Forbes and Barron's for their exemplary client service, the team at Merrill Lynch Financial Advisor S Wesley Carpenter is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Led by Hodges, the founding member of The Harty Carpenter Group, the team is experienced in investment management, retirement planning, tax minimization strategies, and estate planning services. They are also active in giving back to the community through various charitable organizations. Merrill Personal Wealth Analysis™ is available to help clients build and document personalized financial plans centered on their goals. The team at Merrill Lynch Financial Advisor S Wesley Carpenter is committed to helping clients stay on track to achieve their financial goals and provide ongoing support and guidance.

Merrill Lynch Financial Advisor David B Walker, located at 3674 Dauphin Street, Mobile, Alabama, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With the resources of one of the world's largest financial institutions at their back, clients can prepare for the joys and challenges of retirement, build a steady course to retirement, and work with estate planning attorneys and tax advisors to preserve and protect their wealth. David and his team prioritize understanding their clients' family needs and goals, offering personalized service and transparency in their financial strategies. With credentials including the CERTIFIED FINANCIAL PLANNER CFP certification and the Certified Private Wealth Advisor CPWA® designation, David is committed to helping clients grow and preserve their wealth, support their lifestyle, and pass their wealth to the next generation. By focusing on clients' aspirations and encouraging them to ask questions about what matters most, David designs and implements personalized plans to help clients pursue their financial goals while managing investment risk. Through conversations and the Investment Personality Assessment, David gets to know clients better as investors, customizing financial approaches to help them pursue what matters most. With tools to track changes in clients' lives and goals, David and his team help clients stay on track to achieve their goals. By putting clients first and building customized investment approaches, Merrill Lynch Financial Advisor David B Walker helps clients address financial complexities and pursue their goals.

Merrill Lynch Financial Advisor William H Naff is located at 601 North Section Street in Fairhope, Alabama, United States. The institution, known as THE HARTY CARPENTER GROUP, believes in earning trust to build lasting relationships. With over 100 years of industry experience, their team of Financial Advisors is dedicated to helping clients manage and prepare for their financial futures. They offer personalized wealth management strategies tailored to individual needs, drawing upon vast resources to provide comprehensive financial ~services~. The team at THE HARTY CARPENTER GROUP takes a collaborative approach, getting to know clients on a personal level to create customized financial strategies. They work closely with clients to identify and address short- and long-term objectives, considering factors such as risk tolerance, time horizon, and liquidity needs. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to better understand clients' investing preferences and goals.

Merrill Lynch Financial Advisor Stephanie Lynn Kastrup is located at 601 North Section Street in Fairhope, Alabama, United States. The institution, part of THE HARTY CARPENTER GROUP, offers over 100 years of industry and practical experience in helping clients manage and prepare for their financial futures. The team of Financial Advisors believes in earning trust as the foundation for lasting relationships. They provide personalized total wealth management strategies tailored to individual needs, drawing upon vast resources to help clients achieve their financial goals. The institution takes a collaborative approach, getting to know clients and their families, financial situations, and priorities to build personalized financial strategies. Advisors are dedicated to helping clients pursue their goals by offering transparent investment guidance aligned with what matters most to each individual. The team works closely with clients to identify short- and long-term objectives, develop financial strategies, and manage risk.

Merrill Lynch Private Wealth Advisor John A Lacey, located at 569 Brookwood Village in Birmingham, Alabama, is a leading finance institution specializing in providing personalized wealth management services. With a focus on helping clients achieve their financial goals and secure their financial future, John A Lacey and his team offer tailored investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor John A Lacey is a trusted partner in navigating the complexities of the financial world.

Anne Mason Medori is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Anne Mason Medori holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and insurance products. Anne Mason Medori is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or facing life changes such as divorce. With a focus on ethics and expertise, Anne Mason Medori is committed to helping clients achieve their financial goals and secure their financial future.

Vaughn Sparks - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse financial needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Vaughn Sparks have undergone rigorous training and examinations to provide expert financial advice. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. Whether you are looking for retirement planning, investment strategies, or estate planning, Vaughn Sparks - Financial Advisor, Ameriprise Financial Services, LLC has a team of qualified professionals ready to assist you in achieving your financial goals.

Argent Trust Company is a reputable financial institution located at 600 University Park Place in Birmingham, Alabama. As a trusted bank and finance company, we provide a wide range of financial services to our clients, including wealth management, investment planning, and estate planning. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us today to learn more about how Argent Trust Company can help you reach your financial objectives.

Hudson & Windle Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, updating strategies as life changes. Clients can access their investments and accounts securely from any device. The team is backed by the Ameriprise Investment Research Group, providing guidance on market conditions. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. They value referrals and strive to help friends and family achieve their financial goals.