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Find Retirement Planners for Retirement Planning in Alabama

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Alabama, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Alabama

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Jason Landers

Keel Point

100 Church Street
Suite 500

Huntsville, AL 35801

256-801-8022

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Paul W Abele

Canterbury Investment Advisors LLC

400 Office Park Drive
Suite 103

Mountain Brook, AL 35223

205-871-1692

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Will Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0044

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Jesse Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0055

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Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526

251-626-1140

List of Additional Retirement Planners in Alabama*

* Additional advisor listing is provided in partnership with Yext

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Allstate Personal Financial Representative: Darryl Neese

312 Schillinger Rd S
Ste M

Mobile, AL 36608
251-525-0194

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Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7079

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Barko Financial

22787 US 98
Suite E4

Fairhope, AL 36532
251-517-0207

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Art Smith, New York Life

2310 Starmount Circle SW

Huntsville, AL 35801
256-517-1555

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Jared Miller - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9455

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Antonio D. Sankey & Associates, LLC

3000 Riverchase Galleria
Suite 950

Hoover, AL 35244
205-444-4996

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DTLR

9150 Parkway East
Suite 300

Birmingham, AL 35206
205-833-0071

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Lakeside Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-351-7805

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Allstate Personal Financial Representative: Richard Akel

6421 S Chalkville Rd

Trussville, AL 35173
205-661-2700

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Alexander Financial Group, LLC

1110 Montlimar Drive
Suite 1010

Mobile, AL 36609
251-340-3878

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The Daughdrill Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

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Edward Jones - Financial Advisor: John C Dollar

12 Guntersville Road

Arab, AL 35016
256-586-0494

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The Flower Shoppe of Providence

500 Providence Main St NW

Huntsville, AL 35806
256-210-0800

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Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7080

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Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7089

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Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6907

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Scott McClanahan - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8449

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R. Wallace W Killcreas - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1064

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LifeCourse Capital Inc.

8331 Madison Boulevard
Suite 100

Madison, AL 35758
256-489-4400

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Greg Harville - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1061

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Dyken Wealth Strategies

234 Office Park Drive

Gulf Shores, AL 36542
251-955-2827

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Henry Wealth Management

22787 US Highway 98
E4

Fairhope, AL 36532
251-517-0207

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Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7008

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SA Stone Wealth Management Inc. - Chris Corley

3775B Professional Pkwy

Mobile, AL 36609
251-344-7116

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John David Barranco - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3871

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Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
205-862-5008

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GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
205-262-1120

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Philip H Crosby - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4042

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Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6927

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Dickie Blondheim - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2612

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Edward Jones - Financial Advisor: Kane Reece

3659 Lorna Road
Suite 153

Hoover, AL 35216
205-733-1669

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Edward Jones - Financial Advisor: Shean C Bradley

21 N Main Street

Wedowee, AL 36278
256-363-2252

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Edward Jones - Financial Advisor: Katie E Brown

101 2nd Avenue Southwest

Cullman, AL 35055
256-739-0111

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Eddie M. King - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1561

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Window World of Gulf Coast

5400 A Willis Rd

Theodore, AL 36582
251-665-4646

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Goosehead Insurance - Ricky Phillips

1084 N Brindlee Mtn Parkway

Arab, AL 35016
256-490-0672

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Hunter Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2632

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DTLR

718 Academy Dr & I-59
Suite 100

Bessemer, AL 35022
205-428-5582

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The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Dane W Block Sr. - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2830

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Michael Spaulding - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4026

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Mitcham Financial Services

6 Office Park Circle
Suite 207

Mountain Brook, AL 35223
205-338-3534

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Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
205-871-7743

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First Command Financial Advisor - Sarah Caballero

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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Provident Wealth Solutions

220 Providence Main
Suite 101

Huntsville, AL 35806
256-580-8001

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Spike L McRoy - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4037

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Ollis Wealth Management

3280 Dauphin Street
Building B, Suite 122A

Mobile, AL 36606
251-725-1401

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Zachary P. Turnage - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6936

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Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
205-705-1623

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GHG Financial Planning

11 N Water Street
Suite 10290

Mobile, AL 36602
251-300-8230

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Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7097

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Oak Tree Financial Services, LLC

400 Bob Wallace Ave. SW

Huntsville, AL 35801
256-704-9400

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Reid Fields - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2628

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WinSouth Financial Services

1519 Rainbow Drive

Gadsden, AL 35901
256-543-7660

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Mobile Bay Financial Solutions, LLC

1060 Dauphin Street

Mobile, AL 36604
251-666-5000

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Wilkins Miller Wealth Management

41 East Interstate 65 Service Road South
Suite 400

Mobile, AL 36608
251-410-6710

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The Setterstrom Killcreas Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1060

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First Command Financial Advisor - John Oldham

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Allstate Personal Financial Representative: Isaac Ephraim

832 Green Springs Hwy
Ste 101b

Homewood, AL 35209
205-942-6280

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Allstate Personal Financial Representative: Bonnie Partin

2008 Old Montgomery Hwy

Birmingham, AL 35244
864-449-1516

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Jonathan A. Behrens, CRPS - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1523

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Carl R. Watson - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3903

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Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7044

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Lee Jackson - LPL Financial

1067 Woodley Road
Suite B1

Montgomery, AL 36106
334-676-2288

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TrueWealth Advisors LLC

2000 SouthLake Park
Suite 200

Birmingham, AL 35244
205-588-4800

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Letts Financial Services

3450 Lakeshore Dr

Opelika, AL 36804
630-968-2323

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Lee Forehand - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4034

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Sovereign CPA Group, LLC

2 Chase Corporate Dr

Hoover, AL 35244
205-402-4245

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4Kast Advisors

606 Bon Secour Avenue

Fairhope, AL 36532
251-210-4207

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Robert M. Denning - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1566

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Lentz Thompson Retirement Advisors

2205 Graham Avenue SW
Suite B

Decatur, AL 35601
256-308-9766

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Morgan Stanley Financial Advisors

7530 Parker Road

Fairhope, AL 36532
251-990-2930

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Allstate Personal Financial Representative: Keith Skelton

1319 6th Ave SE

Decatur, AL 35601
256-566-4556

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First Command Financial Advisor - David Lee

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Allstate Personal Financial Representative: Douglas Jeffries

1130 Eagletree Ln SW

Huntsville, AL 35801
630-608-2882

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Sarah K. Smith - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9441

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George Russell McCurdy - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2630

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First Command Financial Advisor - Corey Lessmann

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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Morgan Stanley Financial Advisors

305 Church St
Ste 720

Huntsville, AL 35801
256-712-3440

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First Command Financial Advisor - Raul Negron

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6915

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First Command Financial Advisor - Jeff Luther

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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John Jeffery - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4015

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First Command Financial Advisor - Brad Braithwaite

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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First Command Financial Advisor - Mark Dierlam

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

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First Command Financial Advisor - Steve Winklmann

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Katie Hancock - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8444

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Chuck Jones - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4011

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The Jones McRoy Team - Morgan Stanley

305 Church St
Ste 700

Huntsville, AL 35801
256-533-2150

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Jake Wallace - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2946

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Birmingham, AL Branch Office - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1500

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First Command Financial Advisor - Jean Miller

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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First Command Financial Advisor - Kirk Fitzmaurice

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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First Command Financial Advisor - Nicholas Friday

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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First Command Financial Advisor - Charley Rymer

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Peachtree Planning

3500 Blue Lake Drive
Suite 200

Birmingham, AL 35243
205-533-9452

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William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7053

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First Command Financial Advisor - Andrew Fitch

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Griffin Marshall - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8446

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Liucija Smaizyte Wright - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6910

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Ralph Anderson - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2943

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Jon Anderson - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9431

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Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6933

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Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7063

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Michael Newman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2952

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Darrell S Hyde - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1075

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John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7033

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Amy Cook - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9451

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Michael Hughes - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6908

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Andrew McCay - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3343

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The Lomax Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1103

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Donny Bolton - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3345

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R. Lee Clark, Jr. - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9433

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OneAscent Wealth Management

23 Inverness Center Parkway
Suite A

Birmingham, AL 35242
205-313-9142

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Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7046

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Megan Setterstrom Bruner - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2305

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Morgan Stanley Financial Advisors

3120 Frederick Road
Suite G

Opelika, AL 36801
334-821-1300

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First Command Financial Advisor - Katie Waters

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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Grant Thomson - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2852

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Allstate Personal Financial Representative: Frank Farnell

1849 Ogletree Rd
Ste 300

Auburn, AL 36830
251-622-8978

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First Command Financial Advisor - Christy Meitzler

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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Huntsville Wealth Management Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

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Kevin N. Haynes, CFP, CRPS - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3873

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Liberty Park, AL Branch Office - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Vestavia Hills, AL 35242
888-880-1974

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Stuart T Patton - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2615

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Stephen Cohen - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
702-792-3110

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The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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The Legacy Group of Huntsville - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4003

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Longleaf Wealth Management - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3879

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Steve C Setterstrom - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1090

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The Market Street Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9436

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Scott Richards - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1544

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The Keene Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5504

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Wesley Mann - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
205-969-7099

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Montgomery, AL Branch Office - UBS Financial Services Inc.

4001 Carmichael Road Suite 400

Montgomery, AL 36106
334-260-3900

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Stonegate Wealth Management - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Birmingham, AL 35242
205-977-7069

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Allstate Personal Financial Representative: Cecil Crunk

321 S Walnut St
Ste 1

Florence, AL 35630
256-710-8696

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First Command Financial Advisor - Adam Brink

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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First Command Financial Advisor - Renee Bauch

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Roy A Nutt Jr. - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2645

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Virginia Nixon - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-650-4059

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Huntsville, AL Branch Office - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

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The Webb Garner Wealth Management Group - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1541

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Harrison Jones Campbell - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2616

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C. Caleb Walker - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-690-5486

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First Command Financial Advisor - Gene Lesinski

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Aubrey Wilson - Morgan Stanley

201 South Court St, 4th
Fl

Florence, AL 35630
256-980-9119

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Tim Denis - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4036

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Allstate Personal Financial Representative: Brenda Stone

456 US Highway 431

Boaz, AL 35957
256-572-7091

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Lucy Edwards - Morgan Stanley

414 Broad Street

Gadsden, AL 35901
256-690-5808

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Ronnie Robbins - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4049

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William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7005

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Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6905

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Lawrence Oakley - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2620

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William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7015

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Glenda Gough - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4031

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Jon Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4027

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Zac Snider - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8459

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Brent Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2312

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C. Thomas Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4026

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Norman Douglas Perreault - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4031

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Paul A. Russell - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2302

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Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7040

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Patrick Morgan - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6912

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Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6932

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W. Hutch Radcliff - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1063

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James W Bridges - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2866

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Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7048

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Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Joe Curtis - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5380

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Richard Nolan Sanders - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
205-969-7027

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Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7087

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Barbara Beck - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8466

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David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7075

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Don Barthel - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9437

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William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7084

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Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7017

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Christopher C. Schatzman - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1099

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Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7031

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William Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5378

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Charles R Brown - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3344

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Francisco D D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2938

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Tod E Frick - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2944

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Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7049

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Lane P Wilson - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2892

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Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7094

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Leigh J. Parks - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1066

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Sara Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5391

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Mike C. Yarbrough - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4030

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Jordan Miller - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8480

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Allan Rowe - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7007

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C. Hunt Griffith - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1091

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Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7035

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Jody McInnes - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2627

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Michael C Warr - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8450

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William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6926

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Leonardo D Silva - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2932

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J. Marshall Shields - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1097

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Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7006

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Larry Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2614

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Joseph L Lomax - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1080

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Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7095

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Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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David Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5379

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Bryan M Blackburn, II II - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3346

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Paul Winn - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2634

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Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7054

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George Liddon - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4029

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Steve Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

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Todd Lowry - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9450

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Lewis Ruben Gayden III - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2654

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Legacy Advisors, Inc.

310 Eastdale Circle

Montgomery, AL 36117
334-277-4370

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Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7036

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Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7050

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Todd McBride - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4040

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Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6909

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Richard Hirsch - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7029

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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