Doris Utterback, Senior Registered Client Service Associate, brings 33 years of industry experience to our team. She currently holds her Series 7, 63 and 65. Having spent time at both Merrill Lynch and Morgan Stanley in Birmingham, she has worked with many individual clients, businesses and retirement plans. She enjoys developing relationships and helping clients achieve their financial goals. She studied business at Jefferson State Jr. College. Doris and her husband Charlie have three adult sons and one grandson. In her free time, she enjoys spending time with her family, gardening, reading and travelling.