Client Resources

Alabama Financial Planners

Beverly Barry 
NBC Securities 
1927 1st AV N 
Birmingham, AL 35203
205-421-2235

Charles D. Haines 
Charles D. Haines, LLC 
600 University Park Place
Suite 501 
Birmingham, AL 35209
205-871-3334

Dawn Peeples, Financial Representative 
2990 Highway 280
Suite 210
Birmingham, AL 35223
205-271-7016

Greg Canfield 
The Canfield Agency 
701 Montgomery Highway 
Birmingham, AL 35216

Karen King
603 E Second Street
Sheffield, AL 35660
256-383-6711

Mary Weir
Horizons Planning
3900 Montclair Road
Suite 280
Birmingham, AL 35213
205-871-7743

Michael R. Jones
PO Drawer 2107
Decatur, AL 35602
256-353-8224

Patrick Dunn, C.L.U.
One Office Park
Suite 307
PO Box 91627
Mobile, AL 36691
334-344-1480

Randy Bennett
1200 Winner Avenue SW
Huntsville, AL 35805
256-536-9580

Robert Ireland
Merrill Lynch
420 North 20th Street
Birmingham, AL 35203
205-326-9543

Robert R. Lott, C.L.U., C.H.F.C. 
3500 Colonade Parkway
Suite 130
Birmingham, AL 35242
205-380-2600

Steven Gill
3500 Colonade Parkway
Birmingham, AL 35243
205-970-5286

Stewart Welch, III, CFP 
The Welch Group, LLC
3940 Montclair Road
5th Floor
Birmingham, AL 35213
205-879-5001

Wayne Harris
First Financial Group
Birmingham, AL 35223
205-803-3333

Zach Ivey
First Financial Group
Birmingham, AL 35223
205-803-3333

Located in Birmingham, Alabama, we represent clients in Mobile, Huntsville, Montgomery, Tuscaloosa, Hoover, Homewood, Greystone, Mountain Brook, Pelham, Trussville, Central Alabama, Mountain Brook, Pell City and Bessemer.

Tell Us About Your Case