Top annuities financial advisors in Tuscaloosa, AL

Lucas Skinner is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has held roles at Stifel since 2023. Prior to that, he worked at Jackie of All Trades and has experience in education at the University of Alabama and American Christian Academy. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.

Rachel Culmer is a financial advisor at Raymond James Financial in Tuscaloosa, Alabama, with one year of industry experience and a Series 66 designation. She has been affiliated with Raymond James entities since 2023 and previously worked with the Historic Tuscaloosa / Tuscaloosa County Preservation Society for seven years. In addition to her advisory role, she is involved with Warrior Investment Group, a non-investment related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains a notable municipal advisory affiliation uncommon among large institutional advisors.

William Hamiter is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Future Prospects and has a background spanning over two decades in related fields. Outside of his advisory role, he coaches youth baseball players. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally requires clients to implement and update their plans independently.

Kimberly Sartain is a financial advisor with WRS Financial Services, L.L.C. in Tuscaloosa, Alabama. She holds a Series 65 designation and has 25 years of industry experience. WRS Financial Services is an independent registered investment adviser that provides discretionary portfolio management to individual investors, retirement plans, trusts, estates, and charitable organizations. The firm builds customized, non-model portfolios using fundamental analysis and a long-term purchase approach, and also offers ERISA-focused services and portfolio management for institutional-type clients.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.