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Andrew R

Series 66

Birmingham, AL

Money Management Services Inc

Andrew Rice is a financial advisor at Money Management Services, Inc. in Birmingham, AL, with 20 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. since 2005. Outside of his advisory role, Rice operates small sole proprietorships related to farm and animal product sales and is involved in a network marketing business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach with a core-and-satellite strategy, tailoring portfolios to client risk tolerances and time horizons.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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Audrea R

Series 66

Birmingham, AL

Money Management Services Inc

Audrea Robbins is a financial advisor with Money Management Services Inc in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. She has been associated with both Money Management Services, Inc. and Triad Advisors, Inc. since the late 1990s and early 2000s. Outside of her advisory role, Robbins is a director and officer of The Rice Group, Inc., an insurance business, and co-owns Trawick Marketing, which provides phone, cell phone, and internet sales services; she also operates a home-based art photography business. Money Management Services, Inc. offers financial planning, consulting, and investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, utilizing a core-and-satellite strategy across various asset classes and provides additional services such as tax preparation, estate planning, and bill-paying under separate agreements.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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David W

Series 65

Birmingham, AL

Money Management Services Inc

David Wiggins Jr. is a financial advisor with Money Management Services Inc in Birmingham, AL. He holds a Series 65 designation and has six years of industry experience. Prior to joining Money Management Services, he worked for Bryant Bank for one year. Money Management Services Inc provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a fundamental analysis framework combined with tactical asset allocation, implementing client-specific investment policies and periodic rebalancing.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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Donald R

CFP®, Series 63

Birmingham, AL

Money Management Services Inc

Donald Rice is a CFP® with 20 years of industry experience, currently serving at Money Management Services, Inc. and Triad Advisors, Inc. He has been with Money Management Services, Inc. since 1992 and with Triad Advisors since 2001. Outside of financial advising, he operates a farming and contractor grading business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, tailoring portfolios to client risk tolerances and offering additional services such as tax preparation and estate planning.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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Skyler T

Series 65

Birmingham, AL

Money Management Services Inc

Skyler Trawick is a financial advisor at Money Management Services Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, he worked at the University of Alabama Birmingham and Corner High School. Outside of his advisory role, he is involved with Rice Family Farms LLC. Money Management Services Inc. provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, offering customized portfolios and additional services such as tax preparation and estate planning.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
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