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Marion S

Series 65

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Marion Stevens Jr. is a financial advisor at Canterbury Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canterbury Capital, he worked for Northwestern Mutual Investment Services, LLC for two years and has a background that includes three years at Easterseals West Alabama and ten years at The University of Alabama. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships and employs a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Bailey V

Series 66

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation. Vance has been with Canterbury Capital since 2025 and has prior experience at Northwestern Mutual Investment Services LLC and working with Robert Butler. He also has a background that includes time at the University of Alabama and Hoover City Schools. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships with a focus on diversified portfolios and regular account monitoring.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Jacob H

Series 65

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Jacob Henley is an advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL. He holds a Series 65 license and has one year of industry experience. Prior to joining Canterbury Capital Wealth Management, he spent five years at the University of Alabama and worked in education at the high school level. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets for about 305 client relationships, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments with regular portfolio monitoring and reviews.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Robert B

Series 66

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama, holding a Series 66 license and 16 years of industry experience. Prior to joining Canterbury Capital Wealth Management in 2025, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, Butler is a 33% owner of a non-financial business, Southern Transportation, based in Jacksonville, Mississippi. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets, employing diverse investment strategies that include mutual funds, ETFs, individual securities, alternatives, and proprietary models, with ongoing account monitoring and regular client reviews.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Joseph D

Series 63, Series 65

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Joseph Dias is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including NYLIFE Securities LLC, Snyder & Associates LLC, and Northwestern Mutual Investment Services LLC. Canterbury Capital Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets and utilizes a range of investment vehicles and analytical techniques to implement portfolios.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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