Our People5amultimedia2024-01-10T21:22:28+00:00

Our People

With a combined industry experience of over 200 years, we are able to offer our clients unmatched advice in a wide variety of financial areas.

Investment Counselors

Randall J. Freeman, CPA

C. Robin Hanes III, CFP^®

Janet R. Hayes

Daniel B. Hubbard, CPA, CFP^®

William K. Nicrosi II, CPA, CFP^®

Richard M. Stimpson

Michael C. Teel, J.D.

John Wade Therrell III, CFP^®

John M. Williams

Portfolio Managers

Richard E. Anthony, Jr, CFA^®

E. Andrews Grinstead

Timothy S. Healey, CLU^®

Michael J. Hofto, CFA^®, ChFC^®

Mary Shannon Hope

Thomas W. Leavell

C. Dalton Nix, CIMA^®

Edward B. Norfleet, Jr., CFA^®

Client Services

Lauri T. Bryant

Shelly A. Cordell

Angelia B. Deese

Tara R. Duncan

Kee P. Goostree

Kathryn P. Greer

Ashley C. Kick

Casey H. Mobley

Leigh D. Morton

Nena B. Smith

Margaret H. Alves, J.D.

P. Reeves Duggan, CAIA^®

Robert M. Hope III

Rhonda L. Potts

Connect With us

Mobile

210 St. Joseph Street
Mobile, AL 36602
P: (251) 433-3709
F: (251) 433-3723

Birmingham

2712 18th Place South
Birmingham, AL 35209
P: (205) 879-1654
F: (205) 871-8708

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services outside of the United States and only within the United States in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we and our suppliers believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.