BCR Wealth Strategies

Timothy Jones Jr. is a financial advisor at BCR Wealth Strategies with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. before joining BCR Wealth Strategies in 2021. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, buy-and-hold allocations primarily to mutual funds and ETFs, with routine portfolio monitoring and rebalancing.

Harold Sasnowitz is a CFP® with 18 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and other business entities. The firm offers financial planning, wealth and investment management, and retirement-plan consulting, applying a long-term investment approach based on Modern Portfolio Theory with diversified, buy-and-hold allocations.

Sandra Cleveland is a CFP® with 22 years of industry experience. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm’s investment approach emphasizes long-term, diversified buy-and-hold strategies rooted in Modern Portfolio Theory, with services that include financial planning, wealth and investment management, and retirement-plan consulting.

Spencer Lawson is a CFP® with two years of industry experience, currently serving as an advisor at BCR Wealth Strategies. Prior to joining the firm, he held various roles including positions at the University of Alabama and Dread River Distilling Co. BCR Wealth Strategies advises a range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and related services. The firm’s investment approach focuses on long-term, diversified portfolios primarily using mutual funds and ETFs, with regular account reviews and rebalancing.

Annelise Sutherland is a financial advisor at BCR Wealth Strategies with a Series 65 designation and one year of industry experience. Her prior work includes roles with High Prep Tutoring, LLC and Auburn University. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, corporations, and other business entities. The firm follows a long-term investment philosophy based on Modern Portfolio Theory, using diversified, buy-and-hold allocations primarily in mutual funds and ETFs, with quarterly account reviews and rebalancing.

Marshall Rathmell is a CFP® and PFS™ credentialed advisor with 16 years of experience, associated with BCR Wealth Strategies since 2009. He holds a Series 65 license and works within a team of seven advisors in Vestavia, Alabama. Rathmell is also a member of RCB Properties, LLC, a real estate holding company connected to the firm’s office property. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as various institutional entities, offering financial planning, investment management, and retirement-plan consulting. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing diversified, buy-and-hold allocations and periodic account rebalancing.

Lindsay Birchfield is a financial advisor at BCR Wealth Strategies with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BCR Wealth Strategies since 2019. She is also employed by The Vanguard Group. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm focuses on long-term investment strategies based on Modern Portfolio Theory, using diversified, buy-and-hold allocations primarily in mutual funds and ETFs, complemented by comprehensive financial planning and routine account monitoring.