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Thomas F

CFP®, Series 65, Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Thomas Ferrell is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at several firms including Cantella & Co., Inc. and Cambridge Investment Research. He serves as a board member of Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Andrew W

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Holland Seals General Contracting and Atkins Engineering. Outside of his advisory role, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business in Jasper, AL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Michael W

CFA®, Series 63, Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Michael Wiginton Sr. is a CFA® charterholder with 22 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has previously held positions at Cantella & Co Inc and Cambridge Investment Research. In addition to his advisory role, he serves as a board member for a homeowners' association in Panama City, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Luke F

Series 66

Jasper, AL

Steward Partners Investment Advisory, LLC

Luke Ferrell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Steward Partners Investment Solutions, H.L. Wiginton Capital Management, and Cambridge Investment Research. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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