CFP®-certified financial advisors in Alexander City, AL

Fors Willis is a CFP® credentialed financial advisor with 33 years of industry experience. He is currently affiliated with Raymond James Financial and is the owner of Willis Capital Management, a financial advisory support company. Willis has worked with Raymond James since 2016 and has prior experience at International Advisory Consultants Inc. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Devereaux Williams Jr. is a CFP® with nine years of industry experience, currently serving as an advisor at Blalock Williams, LLC. His prior roles include positions at The Ascent Group, LLC and Ameritas Advisory Services, LLC, as well as a twelve-year career with the PGA Tour. He holds board memberships with several local organizations, including Scott Accounting and Wicker Point Country Club, and contributes as a columnist for Lake Martin Living magazine. Blalock Williams, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individual and institutional clients, including high net worth individuals, trusts, estates, businesses, charitable organizations, and bank or thrift institutions. The firm manages approximately $242.6 million in client assets and employs a primarily long-term investment approach using ETFs, mutual funds, individual equities, bonds, and selective alternative investments.

Andrew Walters is a Series 66 designated financial advisor with 14 years of industry experience. He has worked at Edward Jones since 2019 and previously spent eight years at Ameriprise Financial Services Inc. Walters is based in Alexander City, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Kenneth Hubbard is a financial advisor with Leavell Investment Management, Inc., holding Series 63 and Series 65 designations and 12 years of industry experience. He worked for Trustmark Investment Advisors for 11 years before joining Leavell in 2024. Leavell Investment Management serves individual and institutional clients with discretionary investment management and related services, employing a fundamental analysis and tailored asset allocation approach. The firm manages a range of portfolios including mutual funds and provides additional services such as financial planning and family-office support.

Randall Macneill is a financial advisor with Ameriprise in Alexander City, AL, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Raymond James & Associates from 2013 to 2018. Outside of advising, he has interests in real estate ownership related to lot and land holdings. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.