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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Birmingham, Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Birmingham, Alabama | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Will Scroggins CFP® Southwestern Investment Advisory Services, Inc. |
600 University Park Place, Suite 350, Birmingham, AL 35209 |
205-730-0044 |
| Jesse Scroggins AAMS® Southwestern Investment Advisory Services, Inc. |
600 University Park Place, Suite 350, Birmingham, AL 35209 |
205-730-0055 |
| Paul W Abele PPC, CFS Canterbury Investment Advisors LLC |
400 Office Park Drive, Mountain Brook, AL 35223 |
205-871-1692 |
Qualifications
CRD# 5478586
FirmCRD# 6694
Series 7, 66
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
600 University Park Place, Suite 350,
Birmingham,
AL 35209
Phone Number
205-730-0044
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Will takes a comprehensive approach in helping his clients prepare a financial plan tailored to their individual needs. Will has spent the past nine years serving as a financial advisor in the Birmingham and Nashville area before being asked to spearhead our Birmingham office. His specialty is providing sound and conservative advice on effectively saving for retirement, utilizing tax planning strategies and transferring wealth. Will is originally from Tuscaloosa Alabama, one of five siblings, and graduated with a degree in Finance from The University of Alabama. Outside of the office Will enjoys traveling, spending time with his eighteen nieces and nephews, being outdoors and Iron Tribe.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 5736796
FirmCRD# 6694
Series 7, 66
Compensation/Fee
Fee-Based
Office Location
600 University Park Place, Suite 350,
Birmingham,
AL 35209
Phone Number
205-730-0055
I remember when as a young boy I first noticed a real estate sign in my neighborhood. I hopped off my bike and grabbed one of the flyers. As I glanced at the price ($300,000), I was perplexed that anyone would have that much money. I turned toward home to ask my mom and dad that question.
Seeing my interest, my dad made an appointment for us to meet with our financial advisor. I listened intently as my parents talked with him about money and about our financial plan for the future. A desire to learn more about finances began and I knew it was going to be a part of my future. I grew up in Tuscaloosa, Alabama, am the youngest of five children and a graduate from the University of Alabama. My father was a pastor and also a licensed professional counselor. As I was growing up, he taught me the value of strong relationships. That is why, as a financial advisor, I consider that building a trust relationship with my client is a top priority for me. I have been working with individuals and families in Birmingham for about 11 years. I met my amazing wife Hannah at a Christian camp, JH Ranch, in 2009 and we married in 2013. Hannah is a graduate from Auburn University Nursing School. We enjoy fly fishing, hiking, gardening, running, cooking, and traveling. Even though it looks different with children Levi (6), Teddy (4), and Eleanor (1), we still love to go and make memories. I am thankful to give you a little snippet of my life and I look forward to getting to know you! I feel confident we are able serve clients well at Southwestern Investment Group.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 1321366
FirmCRD# 295652
Series 65
Compensation/Fee
Fee-Based, Based on Assets
Office Location
400 Office Park Drive,
Suite 103,
Mountain Brook,
AL 35223
Phone Number
205-871-1692
Paul W Abele has been in the Wealth Management business for more than 35 Years. He believes strongly in The Efficient Market Theory, which states that all available information public, as well as an insider, is priced into the current market price. The chance of trying to beat the market's returns has proven over time to be elusive. That is why we want to own the whole market here and around the world. We do this by buying passively managed mutual funds that own the markets. We think that this is probably the best way to invest in stocks. We believe that investing in this manner, and charging what we believe to be low fees, is the best way to service our client's needs.
We strive to help our clients make wise decisions about their investments. As your personal Chief Financial Officer, Paul Abele brings clarity and stewardship to your financial future. We consider ourselves stewards of our clients' money. Our motivation is to always protect and serve our client's best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients.
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts
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