Courtney Truss is a financial advisor at Bluewater Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for Oakworth Capital Bank for ten years. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process combined with various analytical methods to manage portfolios and generally serves a concentrated client base with relatively large account sizes.

Adam Kirklin is a financial advisor at Bluewater Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bluewater Wealth Advisors since 2024. Kirklin also has a background with Kirklin Investment Management Company and Oakworth Capital Bank. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary wealth management, investment management, financial planning, and consulting. The firm employs a top-down macroeconomic process managed by an Investment Committee and offers both portfolio management and standalone planning services.

Samuel Harris II is a financial advisor at Bluewater Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Oakworth Capital Bank and Stardust Development, LLC. Outside of advising, he is involved with Mark Harris Farms, LLC. Bluewater Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and wealth management services. The firm employs a top-down macroeconomic investment approach through an internal committee and utilizes a range of investment vehicles, including interval funds and negotiated held-away assets.