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Top 30 financial advisors of 40 near 36201
Out of 400,000+ nationwide
Jennifer E
Series 66
Anniston, AL
Merrill
Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.
Richard S
Series 66
Oxford, AL
Edward Jones
Reuben J
Series 66
Anniston, AL
Merrill
Reuben Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He works closely with individuals, business owners, non-profit organizations, and foundations to develop personalized investment strategies that focus on clients and their families. His areas of expertise include education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, personal retirement planning, small business strategies, and retirement income. Reuben is committed to fostering long-term relationships and serving as a trusted resource to help clients grow and preserve their financial wealth. Reuben holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) professional designation. Beyond his professional activities, Reuben is actively involved in community service, volunteering with organizations such as the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. In his personal time, he enjoys basketball, football, golf, tennis, and cycling.
Isaac B
Series 63, Series 65
Oxford, AL
Merrill
Isaac Brown is an Associate Resident Director at Merrill Lynch Wealth Management, where he has been employed since October 1994. In his role, he works with clients to help them achieve their long-term financial goals through the prudent management of their assets and liabilities, focusing on legacy planning, personal retirement planning, and portfolio management services. Mr. Brown holds a Bachelor's degree in Business Management from Jacksonville State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also served as an adjunct professor at Kennesaw State University, teaching financial planning courses. Beyond his professional duties, Isaac Brown is active in his community, serving on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is the current president. He is a member and past president of the Anniston Rotary Club and participates in organizations including the 3E Association and Boy Scouts of Calhoun County. He resides in Oxford, Alabama with his wife and daughter and engages in personal interests such as dancing, horseback riding, music, refereeing, swimming, tennis, traveling, and spending time with family.
Thomas M
Series 63
Anniston, AL
McNaron Group, Inc.
Padric L
Series 65
Anniston, AL
McNaron Group, Inc.
Penny M
Series 65
Oxford, AL
Advisory Services Network
Kenneth R
Series 65
Anniston, AL
AE Wealth Management, LLC
Vester M
Series 63, Series 65
Anniston, AL
RFG Advisory, LLC
Michael H
Series 63, Series 65, Series 66
Jacksonville, AL
Belpointe Asset Management LLC
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Finding advisors...
Top 30 financial advisors of 40 near 36201
Out of 400,000+ nationwide