Daphne, AL Office

Alan Bradley is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWM Capital, LLC. His prior experience includes roles at Pruco Securities, LLC, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he acts as an independent insurance agent, providing insurance and annuity solutions to clients. Roberts Wealth Management (RWM Capital, LLC) serves individual and high-net-worth clients, offering comprehensive financial planning and fee-based discretionary investment management. The firm employs tailored asset allocations using model portfolios and sub-advisers, combined with algorithmic tools for tactical allocation and rebalancing, operating across eight offices with 12 advisors managing approximately $222 million.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors and Aflac. Kim also serves as an insurance representative specializing in Medicare alongside his advisory role. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools while maintaining a multi-office structure and managing approximately $222 million in client assets.