Top multi-generational wealth transfer financial advisors in Montgomery, AL

Cindy Cornette is a CFP® professional with 26 years of experience in the financial industry. She has worked at Ameriprise since 2019 and previously spent seven years with Wells Fargo Advisors. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Arrowhead Country Club Ladies Association, is a board member of the Arrowhead Country Club Board of Governors, and holds a leadership position with the Wynlakes Women’s Association. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Margaret Dauphin is a financial advisor at UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials with 35 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

David Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He brings to his role over a decade of experience in the financial services industry, having begun his career in 2009. Prior to joining Merrill Lynch, David worked with Vanguard Investment Co. in Charlotte, NC. He focuses on delivering client-centered advice grounded in time-tested principles, assisting individuals, families, and business owners in managing their financial lives with clarity and attentiveness. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and retirement income. David holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Auburn University, where he and his wife, Candice, both graduated from the College of Business. They live in Auburn, AL, with their three sons, Ward, Emmett, and Lucas. The family emphasizes strong values related to commitment and family, and they are members of First Baptist Church Opelika. Outside of his professional pursuits, David enjoys activities such as golfing, boating, cooking, fishing, football, hunting, music, and spending time traveling with his family.

Harry Jackson is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Based in Montgomery, AL, he provides advisory services through one of the largest independent broker-dealers in the industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning services and advisory programs supported by proprietary research and third-party subadvisors.

Culver Broach III is a CFP® professional with 31 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Michael S Hansen Trust and Raymond James Financial Services Advisers Inc. Outside of advisory work, he is a self-employed music artist and booking agent and serves on the board of a nonprofit organization that maintains local mountain biking and hiking trails. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a blend of discretionary and consultative platforms.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.