Top financial advisors working with attorneys in Talladega, AL

Jeffery Vandiver is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera Investment Services and Regions Bank, among other firms. Outside of his advisory role, he works as a school bus driver for the Pell City School Systems. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various technology-driven solutions.

Jerry Goodson is a CFP® professional with 21 years of experience in financial advising. He has worked at Advisor Financial Group, Inc. since 1999 as its sole advisor. Advisor Financial Group provides wealth management and investment advisory services to individuals, professionals, executives, businesses, trusts, estates, and charitable organizations. The firm uses a consultative process with a focus on multi-asset class, multi-manager, long-term portfolio strategies, managing assets on a non-discretionary basis without taking custody or exercising discretionary trading authority.

Elizabeth Mitcham is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience, including prior roles at SA Stone Wealth Management and operating Mitcham Financial Services. Outside of advising, she is involved in retail sales and marketing activities through businesses she owns in Birmingham, Alabama. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

Anna Otterson is a financial advisor at Edward Jones in Pell City, Alabama, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Kasai North America from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Edward Baldwin Sr. is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James and its related entities since 2013. Outside of his advisory role, he serves as a trustee of a life insurance trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Eric Hickok is a financial advisor at Hickok Advisory, LLC with five years of industry experience. He holds Series 66 and Series 65 licenses and has a diverse background that includes tax and legal practices, serving as president of Hickok Tax and attorney at Hickok Tax Law. He is also a licensed realtor active in real estate activities. Hickok Advisory provides discretionary and non-discretionary asset management along with financial planning and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes fundamental and cyclical investment analysis, with strategies tailored to long-term and short-term goals, and integrates related tax and legal services through its affiliated businesses.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.