Advisors at this firm
Charles M
Series 65
Birmingham, AL
Mainsail Asset Management, LLC
Charles Moss is a financial advisor at Mainsail Asset Management, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at PricewaterhouseCoopers and held academic positions at Vanderbilt University Owen Graduate School of Management and Davidson College. Mainsail Asset Management is an SEC-registered firm managing approximately $410 million in assets with a team of four advisors. The firm serves individuals, pension plans, trusts, businesses, and charitable organizations, offering portfolio management and financial planning across diverse public and private asset classes using a strategic long-term allocation with tactical adjustments.
Andrew B
CFP®
Birmingham, AL
Mainsail Asset Management, LLC
Andrew Brignac Sr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Mainsail Asset Management, LLC since 2017. Prior to this, he worked at AEA Group for four years. Outside of his advisory role, he owns and consults for Brignac Accounting and Consulting, an accounting and bookkeeping firm for small businesses. Mainsail Asset Management is an SEC-registered advisory firm managing approximately $410 million in assets. The firm serves individuals, pension plans, trusts, estates, businesses, and charitable organizations, offering portfolio management and financial planning with a strategic, long-term investment approach across diverse asset classes.
William G
Series 66
Birmingham, AL
Mainsail Asset Management, LLC
William Gooding is a financial advisor at Mainsail Asset Management, LLC with three years of industry experience. He previously worked at Northwestern Mutual and spent over a decade at Stryker Corp. Gooding is also an independent insurance agent. Mainsail Asset Management is an SEC-registered firm managing approximately $410 million in assets, offering portfolio management and financial planning services to individuals, institutions, and charitable organizations. The firm employs a strategic, diversified investment approach across public and private asset classes with ongoing performance monitoring and includes management of privately offered pooled investment vehicles.
William P
PFS™, Series 65
Birmingham, AL
Mainsail Asset Management, LLC
William Parsons Jr. is a financial advisor at Mainsail Asset Management, LLC in Birmingham, AL, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Mainsail Asset Management since 2003. Mainsail Asset Management is an SEC-registered firm managing approximately $410 million with a small team of advisors. The firm serves individuals, pension plans, trusts, businesses, and charitable organizations by providing discretionary and non-discretionary portfolio management and financial planning, utilizing diversified portfolios across public and private asset classes with a strategic long-term allocation and tactical adjustments.