Private client wealth in Birmingham, Alabama

Patrick Cummings is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2501 20th Place South, Birmingham, Alabama, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Patrick Cummings offers comprehensive financial planning services to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Patrick Cummings is dedicated to helping clients achieve their financial goals. With a focus on ethics and expertise, clients can trust Patrick Cummings to provide personalized and professional financial advice.

Bill Smith Wealth Management, LLC is a reputable finance institution located at 2081 Columbiana Road in Birmingham, Alabama, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your investments, we offer tailored solutions to meet your needs. Trust Bill Smith Wealth Management, LLC to guide you towards a secure 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.

Merrill Lynch Wealth Management, located at 100 Grandview Place in Birmingham, Alabama, is a leading finance institution that provides personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch offers financial strategies tailored to each client's unique goals and needs, including retirement income planning, guidance on investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their financial situation and create long-term strategies to help them achieve their objectives. Merrill Lynch also values community involvement, supporting local charities and organizations to help maintain vibrant and healthy communities.

Jefferson Mathews Wealth Solutions is a leading finance institution located at 3000 Galleria Circle in Birmingham, Alabama, United States. We specialize in providing comprehensive wealth management solutions for our clients, helping them navigate the complexities of financial planning and investment strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized services and expert advice. With a focus on building long-term relationships based on trust and integrity, Jefferson Mathews Wealth Solutions is committed to helping our clients secure their financial future.

PNC Private Bank is a prestigious financial institution located at 1819 5th Avenue North in Birmingham, Alabama, United States. With a focus on personalized wealth management services, PNC Private Bank offers a range of financial solutions tailored to meet the unique needs of high-net-worth individuals and families. Their team of experienced financial advisors provides expert guidance and strategic planning to help clients achieve their financial goals and secure their financial future. Visit PNC Private Bank today to experience exceptional service and comprehensive financial expertise.

Cope Private Wealth is a premier financial institution located at 3300 Cahaba Road in Birmingham, Alabama, United States. Our team of expert financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Cope Private Wealth offers a range of services including investment management, retirement planning, and estate planning. Contact us today to see how we can help you secure your financial future.

Ballast Wealth is a finance institution located at 2129 1st Avenue North, Birmingham, Alabama, United States. At Ballast Wealth, we prioritize our clients and believe in building strong relationships with them. Our investment management philosophy is based on decades of experience and focuses on rewarding investors for the risks they take. We believe in implementing a low-cost/high-value approach to add value for our clients. Our team, led by founder Ryan Weiss, has over 16 years of experience working with high-net individuals, families, and non-profit clients. We offer tailored financial advice and personalized service to help our clients achieve their goals. In addition to financial planning services, we also work with business owners and their employees to create customized 401(k) plans.

Merrill Lynch Wealth Management Advisor Tommy E Jackson, located at 569 Brookwood Village, Birmingham, Alabama, United States, is a finance institution with a team of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their desired lifestyles. Investing involves risk, and the institution offers a broad range of brokerage, investment advisory, and other services. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) makes available various investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. The institution also offers various certification marks and services such as financial planning, wealth management, and investment advisory. Clients are advised to consult their legal and tax advisors before making any financial decisions. The institution strives to provide information about products and services that may be of interest to clients. Please note that by leaving Bank of America's website and being redirected to FINRA's BrokerCheck, you are subject to separate terms and privacy policies.

Talley & Hall Wealth Management of Raymond James is a trusted financial institution located at 2900 U.S. 280 in Birmingham, Alabama. Specializing in wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Talley & Hall Wealth Management of Raymond James is committed to providing top-notch financial guidance to individuals and families in the Birmingham area.

Birmingham Investment Group is a leading finance institution located at 2 20th Street North in Birmingham, Alabama, United States. With a strong reputation for providing expert financial advice and personalized investment solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Birmingham Investment Group offers a range of services to meet your needs. Contact us today to learn more about how we can help you secure your financial future.

Synovus Wealth Management is a finance institution located in Birmingham, Alabama, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of investment and financial planning services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Synovus Wealth Management is here to help you navigate the complexities of the financial world with confidence and ease.

Edgewood Wealth Advisors is a finance institution located at 1900 28th Avenue South in Birmingham, Alabama, United States. We specialize in making financial planning easy to understand and helping our clients achieve success. Our services include fixed income funds, portfolio allocations, and time horizons. At Edgewood Wealth Advisors, we make the complex simple by prioritizing your goals and creating a strategy to tackle them. We analyze your current financial situation, find ways to improve it, and ensure that you understand every aspect of your financial plan.

Fort Private Wealth Counsel of Raymond James is a leading financial institution located at 2900 U.S. 280 in Birmingham, Alabama. As part of the Raymond James network, we provide clients with personalized wealth management services tailored to their individual needs and goals. Our team of experienced financial advisors offers a wide range of investment strategies and financial planning solutions to help clients achieve their financial objectives. With a commitment to excellence and a focus on building long-term relationships, Fort Private Wealth Counsel of Raymond James is dedicated to helping clients secure their financial future.

James Ruzic - Regions Wealth Advisor is a finance institution located at 1601 Pinson Street in Birmingham, Alabama, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. James Ruzic, a Wealth Advisor for Regions Private Wealth Management in Birmingham, AL, focuses on developing a comprehensive strategy to meet your financial goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be considered a recommendation for specific investments. Appointment Scheduler is provided by Engageware Modal. Please contact us if you have any questions. Thank you for your time.

Campbell Wealth Management is a trusted financial institution located at 2229 Rocky Ridge Road in Birmingham, Alabama. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we offer a range of services to meet your needs. With a commitment to integrity and excellence, Campbell Wealth Management is here to guide you on the path to financial success.

Clay Cochran - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 31 Inverness Center Parkway in Birmingham, Alabama, is a finance institution offering a range of services to meet the needs of individuals and businesses. Clay Cochran holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Clay Cochran aims to provide tailored financial solutions to his clients. Additionally, Clay Cochran is trained in behavioral finance, philanthropic advising, and specializes in areas such as annuities, senior issues, divorce financial analysis, estate planning, and exit planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Clay Cochran is committed to providing top-notch financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Clay Cochran can help you make informed decisions and secure your financial future.

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.

Merrill Lynch Private Wealth Advisor Malcolm Albin is a prestigious finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With a focus on providing tailored financial solutions for high-net-worth individuals, Malcolm Albin and his team offer personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in the industry, clients can trust Merrill Lynch Private Wealth Advisor Malcolm Albin to provide sound financial advice and guidance.

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.

Cline Tours, Inc is a reputable travel agency located at 3000 7th Avenue North in Birmingham, Alabama, United States. With a wealth of experience in the travel industry, Cline Tours offers a wide range of services including group tours, charter bus rentals, and customized travel packages. Their team of knowledgeable and friendly staff are dedicated to providing exceptional customer service and creating unforgettable travel experiences for their clients. Whether you are planning a school trip, corporate event, or family vacation, Cline Tours is your go-to agency for all your travel needs.

John Wimberly - COUNTRY Financial Representative is a trusted institution located at 2870 Old Rocky Ridge Road in Birmingham, Alabama. Specializing in finance, health, and insurance services, our team is dedicated to helping individuals and families secure their financial future. With a focus on personalized solutions and top-notch customer service, we strive to provide our clients with peace of mind and financial stability. Contact us today to learn more about our services and how we can help you achieve your financial goals.

Blalock Williams, LLC is a finance institution located at 2906 Crescent Avenue in Birmingham, Alabama, United States. We specialize in providing expert financial services to our clients, offering personalized solutions to help them achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial advice and guidance, tailored to meet the unique needs of each individual client. Whether you are looking for investment management, retirement planning, or estate planning services, Blalock Williams, LLC is here to help you navigate the complexities of the financial world and secure your financial future.

AEA Group, LLC is a finance institution located at 1901 6th Avenue North in Birmingham, Alabama, United States. Specializing in financial services, AEA Group, LLC offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, AEA Group, LLC is committed to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, AEA Group, LLC is here to help. Visit us today to learn more about our services and how we can help you secure your financial future.

GrandView Financial Group is a reputable finance institution located at 3168 Cahaba Heights Road in Birmingham, Alabama, United States. With a focus on providing top-notch financial services to individuals and businesses, GrandView Financial Group offers a wide range of solutions tailored to meet the unique needs of each client. From wealth management and investment planning to retirement savings and insurance, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today and let us help you secure your financial future.

RFG Advisory is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. At RFG Advisory, we focus on maximizing your independence, building your net worth, and owning your future. Our award-winning platform is designed for independent Advisors, giving you the freedom to serve your clients in the way you've always wanted to. We prioritize service above all else, followed by technology and being a Registered Investment Advisor (RIA). Our culture of a servant heart and warrior mindset helps Advisors deliver an exceptional client experience, build enterprise value, and maximize their independence. If you're interested in joining RFG or a partner firm, reach out to our Business Development Specialists, Kristy Puckett or Terry Bobo. You can contact Kristy at 205.218.6962 or kpuckett@rfgadvisory.com, and Terry at 205.881.5991 or tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG. Remember, all investing involves risk, and past performance is not indicative of future results. Securities are offered through Registered Representatives of Private Client Services, member FINRA/SIPC, while advisory services are provided by Investment Advisory Representatives of RFG Advisory, LLC, a registered investment advisor. RFG Advisory is an SEC-registered investment adviser, and the Registered Representatives of PCS can only conduct securities business in states where they are registered. Insurance products and services are offered through RFG Solutions LLC, an affiliated company of RFG Advisory.

Located at 1200 Corporate Drive in Birmingham, Alabama, Aprio is a leading accounting and finance institution with a rich history of serving clients in the affordable housing industry for over 4 decades. Formerly known as Yeager & Boyd, Aprio offers a comprehensive range of services including advisory, assurance, tax, cloud accounting solutions, and private client services. As a premier business advisory and certified public accounting firm, Aprio prides itself on providing personalized and strategic guidance to clients and associates on how to achieve their financial goals. With a team of experts specializing in various industries such as Dental, Healthcare, Manufacturing, Nonprofit, Real Estate, Technology, and more, Aprio brings together proven expertise and strategic foresight to help clients succeed.

Oakworth Capital Bank, located at 850 Shades Creek Parkway in Birmingham, Alabama, is a financial institution that has redefined the art of client service. By prioritizing the human connection and combining it with modern technology, Oakworth offers a more personalized and personable experience for its clients. With expertise in the financial complexities of various businesses, Oakworth takes a holistic approach to managing assets for both the present and future generations. Their unique 4-step process helps clients achieve their financial goals with customized solutions. Oakworth Capital Bank also provides links to third party websites for additional information, but reminds visitors to verify the accuracy of the information before acting upon it. With a focus on relationship building, attentiveness, and timeliness, Oakworth Capital Bank is dedicated to helping clients succeed in their financial aspirations.

Arlington Family Offices is a premier finance institution located at 2000 Morris Avenue in Birmingham, Alabama, United States. Specializing in providing comprehensive financial services tailored to meet the unique needs of high-net-worth families, Arlington Family Offices offers a range of wealth management solutions, investment strategies, and estate planning services. With a team of experienced financial advisors and wealth managers, Arlington Family Offices is dedicated to helping clients achieve their financial goals and secure their family's 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.