Birmingham, AL Office

Joseph Sanders is a financial advisor at Savant Wealth Management in Birmingham, AL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at ProEquities, Inc., Wealth Management Group LLC, and Securian Financial Services. Savant Wealth Management serves a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based asset allocation with actively managed strategies overseen by an investment committee.

Lucy Thompson is a financial advisor at Savant Wealth Management in Birmingham, AL, with two years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2024. Prior to that, she held various roles including a position at Warren Averett and several assignments at the Country Club of Birmingham. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust services.

David Ward Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2023, he worked at Bridgeworth Financial, LLC for nine years and at LPL Financial for four years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Charles Ivey is a CFP® and CFA® credentialed advisor with 25 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent 11 years at Bridgeworth Wealth Management and six years at LPL Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

David Curles is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial advisory industry. He joined Savant Wealth Management in 2023 after spending 11 years at Bridgeworth Wealth Management and six years at LPL Financial. Outside of his advisory work, Curles has served as a football official at the college and professional levels. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by its scale and integrated legal, accounting, and trust services.

Taylor Brown is a CFP® professional with 11 years of industry experience, currently advising at Savant Wealth Management. He has previously worked at Bridgeworth Wealth Management, LPL Financial, and Minnesota Life Insurance. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Edward Thomas III is a financial advisor at Savant Wealth Management in Birmingham, AL, with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Savant Wealth Management, he worked at Bridgeworth Wealth Management and Mass Mutual Investors Services. Thomas also serves as a commissioned Marine Officer, involved in current operations planning for Marine Corps Forces throughout the Pacific Theater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by centralized resources and affiliated entities offering accounting, legal, and trust services.

Laura Rhoades is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has worked at Savant Wealth Management since 2023, following prior roles at Bridgeworth Wealth Management and LPL Financial, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Marly Green is a CFP® professional with three years of experience in the financial industry. She is currently with Savant Wealth Management in Birmingham, AL, and has previously worked at Bridgeworth Wealth Management and Cru. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Jeffrey Mccormack is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously worked at Bridgeworth Wealth Management for 11 years and held a role at LPL Financial for six years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Jonathan Millican is a CFP® professional with 21 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and Kinsight (formerly Charles D. Haines, LLC). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Tara Ingram is a CFP® professional with three years of experience in the financial advisory industry. She currently works at Savant Wealth Management and previously spent time at Bridgeworth Wealth Management. Her background also includes roles outside of finance, such as work with Rooted Ministry and Cathedral Church of the Advent. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients by providing comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by in-house accounting, legal, and trust services.

Wade Warren is a CFP® with 21 years of experience in the financial industry. He is currently with Savant Wealth Management and previously worked at Bridgeworth, LLC, and LPL Financial. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Arthur Henley is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes three years at Bridgeworth Wealth Management and a background that includes four years at Auburn University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee, supporting approximately $55.6 billion in assets under management across nearly 400 advisors.

Patti Black is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is currently with Savant Wealth Management and has held prior roles at Bridgeworth Wealth Management and Kinsight. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated legal, accounting, and trust services.