Alan applies more than 20 years of financial industry experience and his in-depth knowledge of investment products to help clients manage and preserve the wealth they have accumulated.
He builds loyal relationships with those he serves and earns their trust by conducting himself with honesty and integrity. His friendliness, sense of humor and ability to be a voice of reason during market turbulence helps put clients at ease.
Before joining our team in November 2018, Alan was associate vice president of investments at Wells Fargo Advisors. Earlier in his career, he was a financial consultant at A.G. Edwards and Wachovia Securities. He holds a bachelor’s degree in finance from the University of North Alabama and a master’s degree in finance from the University of Alabama.
Alan has held numerous positions at his church, including budget and finance committee chair, choir member and choir officer, nominating committee member, and mission trip volunteer.
Alan is originally from Athens, Alabama, and now lives in Florence, Alabama. In his free time, he enjoys walking, reading, watching movies and sporting events, and collecting antiques.