Top financial advisors working with mid-career professionals in Eufaula, AL

John Mott is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of advising, he is involved in managing a family limited partnership and operates Mott Farms. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Noakes is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Packerland in 2017, he worked at INVEST Financial Corp. for 15 years. Outside of his advisory role, he serves on the Board of Directors for the Eufaula Barbour Chamber of Commerce. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through firm-managed portfolios, third-party arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm combines individualized planning with discretionary or non-discretionary management and offers tools such as separately managed accounts and automated rebalancing, while maintaining due diligence on third-party managers.

Kimberly Hill is a financial advisor with VOYA Financial Advisors, Inc. in Eufaula, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining VOYA in 2024, she worked at Morgan Stanley for six years and has additional experience at LGE Community Credit Union and in the food service industry. She serves as a co-trustee for two family trusts and is a founding director of Muttley Crew, a nonprofit dedicated to rescuing and rehabilitating homeless dogs. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver client-focused investment solutions through a large network of advisers.

Ann Devine is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and with 24 years of industry experience. Her career includes 12 years at LPL and longstanding involvement with Trustmark Bank since 1998. She is also engaged as a financial advisor for Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides personalized financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations, utilizing analytical tools and tailored advisory programs.

William Griggs is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for three years and has experience with the International Association of Machinists and Aerospace Workers and Army Fleet Support/L3. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by extensive resources and technology.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.