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Charles C

CFP®, Series 63

Birmingham, AL

Raymond James Financial

Charles Crowther III is a CFP® professional affiliated with Raymond James Financial in Birmingham, AL, with 43 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009. Outside of his advisory role, he is involved in several family farming operations in the Birmingham area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, utilizing various analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Darcy G

Series 63, Series 65

Birmingham, AL

Raymond James Financial

Darcy Glenn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2022, Glenn worked at Morgan Stanley for nine years. Outside of finance, Glenn owns and operates Glenn Art, producing and selling paintings and other art-related products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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John M

Series 63, Series 66

Birmingham, AL

Raymond James Financial

John Malone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience, including 11 years at Morgan Stanley prior to joining Raymond James in 2020. Malone serves as a trustee for the Malone Family Trust. He is also an owner and financial advisor at First Call Financial, a support company operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David M

Series 66

Birmingham, AL

Raymond James Financial

David Malone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked for Morgan Stanley for 11 years. Outside of his advisory role, he is an owner of First Call Financial, a support company based in Birmingham, AL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports its clients through various advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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