Brian Southerland

Managing Director

Applying more than 20 years of experience in wealth preservation and planning, Brian helps his clients clarify their goals and understand the investment options available to them. He has an ability and insight to resolve the complexities that can accompany the accumulation of wealth.

He began his career as a financial advisor with AmSouth Investment Services in 1993, which merged with Morgan Keegan in 2007 and was acquired by Raymond James in 2012. He earned a bachelor's degree in public administration from Samford University in Birmingham.

Originally from Dothan, Alabama, Brian lives in Birmingham with his wife Jayna. They have 5 grown children. In his free time, he enjoys cycling, running and fitness training.

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