Investment services have been a lifelong passion for Alan, whose career in this industry spans more than 30 years. Throughout that time, he has prudently assisted individuals as they work to grow their assets and meet the short- and long-term goals they hold for their lives. The knowledgeable guidance he provides our clients is informed by his expertise in comprehensive financial planning and is focused on thoughtful asset allocation and portfolio management. Alan works closely with the families and individuals we serve to craft custom wealth management and investment strategies that are designed to align with their long-term needs and goals.
Before joining Raymond James, Alan served as Senior Vice President at Wells Fargo Advisors. Prior to that, he was a financial advisor with Merrill Lynch. He earned his Bachelor of Business Administration degree in accounting from the University of Tennessee.
Alan is a past board member for the Williamson County University of Tennessee Alumni Association. In his spare time, he enjoys watching the University of Tennessee Volunteers and Tennessee Titans football teams, golfing, skiing, fishing and spending time with his granddaughter. Originally from Nashville, he lives in Franklin with his wife, Chris. They have two children, Bryan and Kelly.
Please contact me at firstname.lastname@example.org.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.