Generational wealth transfer in Alabama

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.

Edward Jones - Financial Advisor: Michael J Waters is a reputable finance institution located at 412 Equality Street in Fairhope, Alabama, United States. Michael J Waters is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael J Waters is committed to providing top-notch financial guidance and support to individuals and families in the Fairhope area. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Michael J Waters is here to help you navigate the complex world of finance with confidence and peace of mind.

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.

Gantt Financial Advisors, LLC is a finance institution located at 9086 Merritt Lane in Daphne, Alabama, United States. Our team understands the complexities of personal investment and financial planning decisions in today's world. We strive to simplify the process and help you achieve financial independence. With a heart of a teacher and a servant attitude, we work to align your money with your dreams and walk alongside you on your life's journey. Our goal is to build a relationship of trust and service to help you find peace of mind and financial freedom. For those past age 70 ½ with an IRA, we can help you navigate the required minimum distributions (RMDs) and other important financial considerations. We also provide guidance on the changes in Social Security for 2018 and how they may impact your retirement plans. As educators, we understand the unique financial considerations you may have, such as state-sponsored pension plans.

Edward Jones - Financial Advisor: Wesley Singleton is a leading finance institution located at 151 Fly Creek Avenue in Fairhope, Alabama, United States. As a trusted financial advisor, Wesley Singleton provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Wesley Singleton is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a child's education, or seeking to grow your wealth, Wesley Singleton is committed to providing expert guidance and support every step of the way. Visit Edward Jones - Financial Advisor: Wesley Singleton today to start planning for a secure financial future.

financial situation, we can help ensure that your personalized plan remains aligned with your goals and objectives. Merrill Lynch Financial Advisor Matthew P. O'Neill, located in Fairhope, Alabama, is dedicated to understanding your unique financial goals and aspirations. With a personalized approach, we work with you to design and implement a customized plan aimed at helping you pursue your financial objectives while managing investment risk.

Merrill Lynch Financial Advisor Bailey Stitt, located at 601 North Section Street in Fairhope, Alabama, is a trusted institution in the finance industry. Their mission is to understand their clients and their financial priorities in order to create a personalized plan to help them achieve their goals and manage investment risk. By focusing on potential solutions and utilizing the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Bailey Stitt works with clients to develop a financial approach tailored to their individual needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By using tools like the Investment Personality Assessment and ongoing discussions about life changes and financial goals, they aim to provide clients with the resources and advice needed to make informed decisions about their financial future.

Kevin Harper - RFG Advisory is a leading finance institution located at 1400 Urban Center Drive in Vestavia Hills, Alabama, United States. With a team of expert financial advisors, we provide personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experienced team is dedicated to providing you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.

Merrill Lynch Financial Advisor Michael Prewitt is a leading finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch offers a wide range of services to help individuals and businesses achieve their financial goals. Led by experienced financial advisor Michael Prewitt, the institution is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Merrill Lynch Financial Advisor Michael Prewitt is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Adam G. Setas is a leading financial institution located at 569 Brookwood Village in Birmingham, Alabama, United States. Specializing in finance, Merrill Lynch offers expert financial advice and services to help clients achieve their financial goals. With a team led by experienced advisor Adam G. Setas, clients can trust in personalized and strategic financial planning to secure their future. Whether you are looking to invest, save for retirement, or plan for your children's education, Merrill Lynch Financial Advisor Adam G. Setas is dedicated to providing top-notch financial solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Colleen A Baird, AAMS™ is a reputable finance institution located at 4000 Meadow Lake Drive in Birmingham, Alabama, United States. As a trusted financial advisor, Colleen A Baird, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Colleen A Baird, AAMS™ can provide expert guidance and tailored solutions to meet your unique needs.

Eric Oller - Morgan Stanley is a prestigious finance institution located at 3500 Colonnade Parkway in Birmingham, Alabama, United States. With a strong reputation for excellence in financial services, Eric Oller - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Eric Oller - Morgan Stanley is committed to delivering top-notch service and expertise to meet your needs.

Dan W Morris is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 2835 Zelda Road in Montgomery, Alabama. With years of experience in the finance industry, Dan provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Dan W Morris can provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Eric V Hyde, CFP® is a trusted institution located at 103 East Bridge Street in Wetumpka, Alabama, United States. Specializing in finance, Eric V Hyde, a Certified Financial Planner®, provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Eric V Hyde, CFP® is dedicated to helping clients secure their financial future.

Merrill Lynch Financial Advisor Cameron Clark is a finance institution located at 4001 Carmichael Road, Montgomery, Alabama, United States. The team at Merrill Lynch understands the importance of prioritizing your life goals and aspirations. They offer personalized financial planning services tailored to your unique situation, whether you are an individual, family, or business. With a deep understanding of market cycles and a commitment to helping you achieve meaningful outcomes, Merrill Lynch Financial Advisor Cameron Clark is dedicated to helping you navigate the complexities of your financial life. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, they can help you create a financial plan centered around your goals and aspirations. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Cameron Clark is here to help you achieve your financial goals.

Raymond James Financial Services is a renowned finance institution located at 7050 Fain Park Drive in Montgomery, Alabama, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James has a team of experienced professionals ready to assist you. Visit their office in Montgomery today to start planning for a secure financial future.

Wells Fargo Advisors is a renowned financial institution located in Montgomery, Alabama, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wells Fargo Advisors is here to help you every step of the way.

Roy A Nutt Jr. - Morgan Stanley is a well-established financial institution located at 7515 Halcyon Summit Drive in Montgomery, Alabama. As a branch of the prestigious Morgan Stanley firm, they offer a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced professionals, they provide personalized advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Roy A Nutt Jr. - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and expertise.

First Command Financial Advisor - Andrew Fitch is a finance institution located at 1930 Berryhill Road in Montgomery, Alabama, United States. This establishment offers financial services to clients, with a focus on personalized financial planning and advice. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. The client testimonials provided are voluntary and not influenced by any form of compensation. While these testimonials may not be indicative of every client's experience, they serve as a testament to the quality of service provided by First Command Financial Advisor - Andrew Fitch.

First Command Financial Advisor - Aaron McKeen is a finance institution located at 1930 Berryhill Road, Montgomery, Alabama, United States. They offer financial services to clients on a strictly voluntary basis, with no direct or indirect compensation provided for testimonials. The institution aims to provide personalized financial advice to help clients achieve their financial goals. Please note that testimonials may not be representative of all client experiences and are not a guarantee of future performance or success.

Merrill Lynch Financial Advisor Mark Jason Dabbs is a reputable finance institution located at 3674 Dauphin Street, Mobile, Alabama, United States. The institution is known for its exemplary client service and has received recognition from various financial industry publications and Bank of America Corporation. Jason Dabbs, a graduate of the University of Alabama, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team is supported by the global resources of Merrill Lynch, ensuring that clients receive top-notch financial advice and guidance. Whether you're planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch Wealth Management is dedicated to helping you achieve your financial goals. With a focus on understanding your unique needs and priorities, they will work with you to develop a personalized financial approach that aligns with your aspirations. Don't hesitate to reach out to Merrill Lynch Financial Advisor Mark Jason Dabbs for all your financial needs and start your journey towards financial success today.

Sage Legacy Counsel is a prestigious institution located at 5027 Mercer Street in Montgomery, Alabama, United States. Our team of experienced counselors and advisors are dedicated to helping individuals and families plan for their future and leave a lasting legacy for generations to come. Whether you need assistance with estate planning, wealth management, or charitable giving, our experts are here to provide personalized and comprehensive solutions tailored to your unique needs. Trust Sage Legacy Counsel to guide you towards a secure and prosperous future.

Lloyd R. Wilson & Associates is an insurance agency located at 2311 Highland Crescent South in Birmingham, Alabama, United States. Specializing in creating philanthropic strategies to transfer wealth and businesses into the next generation, the agency focuses on trust, relationships, community, and knowledge. With nearly 50 years of experience, Lloyd R. Wilson and his team assist clients with wealth conservation, asset protection, and charitable contributions. As a member of The Nautilus Group®, Lloyd has access to top professional resources in the nation to provide robust financial and insurance products and services. The agency also works with New York Life Insurance Company and its subsidiaries to offer life insurance, annuities, and investment options. Lloyd is actively involved in various community organizations, including the Community Foundation of Greater Birmingham and the Parkinson Association of Alabama. Through partnerships with Ash Brokerage, SM2 Advisors, and Adams Capital Management, the agency provides tailored financial solutions for high net worth clients. Lloyd R. Wilson & Associates is committed to helping clients grow and maintain their wealth while giving back to the community.

Located at 2107 5th Avenue North in Birmingham, Alabama, The Greene Law Firm, LLC Asset Protection Law Center is a trusted institution led by Attorney Jay Patrick Greene, CPA. Specializing in estate planning, probate, asset protection, and elder care planning, our team offers personalized strategies to safeguard your assets and ensure your wishes are seamlessly executed. With a focus on protecting your legacy and securing your loved ones' future, we provide tailored legal services for residents in San Francisco and the Bay Area. From comprehensive estate planning to streamlined probate and dispute resolution, we are committed to providing expert guidance and peace of mind every step of the way. Our elder care planning services are designed to support older adults and their families in navigating the challenges that come with aging, ensuring a comfortable and secure future. Whether you're planning for your family's future or safeguarding your business interests, The Greene Law Firm is here to help you protect your assets and secure your legacy. Contact us today to schedule a consultation and take the first step towards ensuring your wishes are carried out smoothly and efficiently.

The Mantooth/Pols Group at Morgan Stanley is a leading finance institution located in Huntsville, Alabama. With a prime location at 305 Church Street Southwest, this group offers a wide range of financial services to individuals, businesses, and organizations. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Mantooth/Pols Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial market. Visit their office in Huntsville today to learn more about their services and how they can help you secure your financial future.

Fulmer, May & Stuckey, LLC is a comprehensive law firm located in Birmingham, Alabama, specializing in accounting, finance, and legal services. With a focus on planning for businesses and families for all generations, the firm offers a wide range of services including elder law, estate planning, guardianships, wills, trusts, commercial and business matters, corporate law, real estate law, intellectual property, bankruptcy, litigation, and collections. Located at 300 Cahaba Park Circle, Fulmer, May & Stuckey is dedicated to providing expert legal counsel and financial guidance to clients in the Birmingham area.

Halcyon Professional Advisors is a leading financial consulting firm located at 101 1st Avenue Northeast in Cullman, Alabama. Our team of experienced advisors is dedicated to providing top-notch financial guidance and support to individuals, businesses, and organizations. We offer a wide range of services including investment management, retirement planning, tax preparation, and estate planning. At Halcyon Professional Advisors, our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.

Welcome to Morgan Stanley Financial Advisors, located at 101 Obrannan Park Drive, Dothan, Alabama. As a leading name in the finance industry, we pride ourselves on delivering exceptional ideas and insights to navigate today's most critical issues. At Morgan Stanley, we are dedicated to innovation and making an impact every day. Our team of expert advisors offers unparalleled opportunities to help you achieve your financial goals, while fostering a commitment to inclusion and a supportive environment. Join us at Morgan Stanley Financial Advisors and discover how we can help you reach your full potential. Thank you for your interest in Morgan Stanley Ideas.

Welcome to The Wiregrass Group - Morgan Stanley, your trusted financial partner located in the heart of Dothan, Alabama. Situated at 101 Obrannan Park Drive, our team is dedicated to providing personalized financial solutions to help you achieve your financial goals. As a part of Morgan Stanley, a global leader in financial services, we offer a wide range of services including wealth management, investment strategies, retirement planning, and more. Our experienced professionals are committed to delivering exceptional service and tailored advice to meet your unique needs. Visit us to discover how we can help secure your financial future with confidence and expertise.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, located conveniently at 607 Main Street, Roanoke, Alabama. We are dedicated to helping you achieve your financial goals with personalized advice and tailored solutions. Our team of experienced financial advisors is committed to providing you with comprehensive services, including retirement planning, wealth management, and investment strategies. Whether you're planning for the future or managing your current finances, we are here to guide you every step of the way. Visit us today to discover how we can help you secure a brighter financial future.