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Ellen B

CFP®, Series 66

Birmingham, AL

Indivisible Partners

Ellen Bradford is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at several firms, including Somerset Advisory, Indivisible Partners, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles, and integrates third-party credit and platform solutions alongside model portfolios and alternative investment access.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Maria M

Series 65

Birmingham, AL

Indivisible Partners

Maria Mote is a financial advisor at Indivisible Partners with one year of industry experience. She holds a Series 65 license and has previously worked at Hightower Advisors and Somerset Advisory, among other roles. Prior to her advisory career, she was employed at Brusters Real Ice Cream and WeCare Pools. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and allows advisors to implement active, passive, or blended strategies tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Emily L

Series 65

Birmingham, AL

Indivisible Partners

Emily Lassiter is a financial advisor at Indivisible Partners with six years of industry experience. She holds a Series 65 designation and has previously worked at firms including Hightower Advisors LLC and Capital Strategies Group. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers tailored active, passive, and blended investment approaches, integrating third-party credit and platform solutions in its operations.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Lauren P

CFP®, Series 66

Birmingham, AL

Indivisible Partners

Lauren Pearson is a CFP® professional based in Birmingham, Alabama, with 18 years of industry experience. She has worked at Merrill, HighTower Advisors, and Indivisible Partners before joining Somerset Advisory. Lauren serves on the Junior Board of YWCA Central Alabama and is a member of the executive committee for Cornerstone Schools of Alabama. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management and financial planning. The firm employs a strategic asset allocation framework, allowing advisors to use active, passive, or blended investment approaches tailored to client risk profiles.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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