Top business exit / sale strategy financial advisors in Decatur, AL

Mitchell Owens is a financial advisor with Edward Jones in Decatur, Alabama, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Kristen Wagg is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and Regions Bank since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of program structures and investment strategies.

Hugh Hinson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing tools such as asset allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Robert Carden is a CFP® professional with 33 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and previously was involved with Wealth Advisory Group Properties, LLC as a part owner. Outside of his advisory role, he is a partner and branch manager at StoneBridge Wealth Management. 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 accounts. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Chadwick Shull is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role at LPL Financial since 2013, he worked at Merrill for one year and is also associated with Redstone Federal Credit Union since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.