Sally Steen Avalon,

Sally combines her interest in investing and strong industry understanding to help clients achieve their financial goals. Sally’s role within the firm requires her to wear many hats, including administrative duties, trading, reporting, maintaining managed equity programs, and retirement plan analysis. She also is editor of Investment Insights, the practice’s quarterly newsletter.

Sally is a Certified Financial Planner™ professional and holds two undergraduate degrees from Mississippi State University – a Bachelor of Business Administration in International Business with a concentration in Finance, and a Bachelor of Arts in Spanish. She also received her Master of Business Administration with a minor in Finance from Mississippi State.

Sally and her husband Brad have two children, Ruth Ann and Thomas. They live in Madison and attend St. Richard Catholic Church in Jackson. Sally is a member of the Junior League of Jackson, volunteers at Children’s of Mississippi Hospital, and serves on the Advisory Board of Assisi Early Learning Center. She has been actively involved with the Miss Mississippi organization for the past 20 years, serving both as a contestant and judge. She enjoys singing, cooking, and spending time with family.