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Birmingham, AL Office

Team
Updated today

Client AUM

$596,997,907

Clients

463

Advisors

5

Of 6 advisors across 2 offices

Location

One Perimeter Park South, Suite 300 S

Birmingham AL 35243

Advisors at this office

5

Advisors at this office

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Alma M

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her career in finance, she worked at Michael Kors and Jefferson State Community College. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that incorporates fundamental, technical, and quantitative analysis across a diversified asset-allocation framework.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Ashley D

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Claudia J

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC in Birmingham, AL, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals, trusts, retirement plans, and business entities. The firm customizes portfolios to client objectives using a variety of analytical methods and investment instruments, including equities, fixed income, options, and alternative investments, and incorporates third-party platforms and managers into its strategies.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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David C

CFP®, Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Stephen D

CFP®, ChFC®, Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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