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Alabama Alabama

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

Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526

251-626-1140

Paul W Abele

Canterbury Investment Advisors LLC

400 Office Park Drive
Suite 103

Mountain Brook, AL 35223

205-871-1692

List of Additional Retirement Planners in Alabama*

* Additional advisor listing is provided in partnership with Yext

Allstate Personal Financial Representative: Darryl Neese

312 Schillinger Rd S
Ste M

Mobile, AL 36608
251-525-0194

Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7079

Barko Financial

22787 US 98
Suite E4

Fairhope, AL 36532
251-517-0207

John Jeffery - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4015

First Command Financial Advisor - Charley Rymer

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Art Smith, New York Life

2310 Starmount Circle SW

Huntsville, AL 35801
256-517-1555

First Command Financial Advisor - Corey Lessmann

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

Alabama ONE Wealth Advisory

1215 Veterans Memorial Parkway

Tuscaloosa, AL 35404
205-342-0108

First Command Financial Advisor - Mark Dierlam

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Jared Miller - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9455

Antonio D. Sankey & Associates, LLC

3000 Riverchase Galleria
Suite 950

Hoover, AL 35244
205-444-4996

Allstate Personal Financial Representative: Douglas Jeffries

1130 Eagletree Ln SW

Huntsville, AL 35801
256-881-1100

Allstate Personal Financial Representative: Keith Skelton

1319 6th Ave SE

Decatur, AL 35601
256-566-4556

First Command Financial Advisor - Kirk Fitzmaurice

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

First Command Financial Advisor - Raul Negron

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

DTLR

9150 Parkway East
Suite 300

Birmingham, AL 35206
205-833-0071

Mark Perkins - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

Lakeside Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-351-7805

Allstate Personal Financial Representative: Richard Akel

6421 S Chalkville Rd

Trussville, AL 35173
205-661-2700

Alexander Financial Group, LLC

1110 Montlimar Drive
Suite 1010

Mobile, AL 36609
251-340-3878

The Daughdrill Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

Edward Jones - Financial Advisor: John C Dollar

12 Guntersville Road

Arab, AL 35016
256-586-0494

The Flower Shoppe of Providence

500 Providence Main St NW

Huntsville, AL 35806
256-210-0800

Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7080

Lucy Edwards - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7000

Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7089

Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6907

Scott McClanahan - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8449

R. Wallace W Killcreas - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1064

LifeCourse Capital Inc.

8331 Madison Boulevard
Suite 100

Madison, AL 35758
256-489-4400

Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

Greg Harville - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1061

Hanley & Associates - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-345-0601

Dyken Wealth Strategies

234 Office Park Drive

Gulf Shores, AL 36542
251-955-2827

Terry Simpson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

Henry Wealth Management

22787 US Highway 98
E4

Fairhope, AL 36532
251-517-0207

Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7008

SA Stone Wealth Management Inc. - Chris Corley

3775B Professional Pkwy

Mobile, AL 36609
251-344-7116

John David Barranco - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3871

Richard F Hoerlein - Ameriprise Financial Services, LLC

2104 Exec Park Dr

Opelika, AL 36801
334-749-2755

Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
205-862-5008

GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
205-262-1120

Grant Thomson - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2852

Garrett, Perkins & Associates - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

E Jerry Windle - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

T Justin Cato - Ameriprise Financial Services, LLC

109 N Jefferson St
Ste 3

Huntsville, AL 35801
256-704-4530

Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6927

Armand St Raymond - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-970-0792

Alynn Plaisted - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

Elizabeth Douglas - Ameriprise Financial Services, LLC

600 Boulevard South SW
Ste 104

Huntsville, AL 35802
256-705-3571

Dickie Blondheim - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2612

Edward Jones - Financial Advisor: Kane Reece

3659 Lorna Road
Suite 153

Hoover, AL 35216
205-733-1669

Edward Jones - Financial Advisor: Shean C Bradley

21 N Main Street

Wedowee, AL 36278
256-363-2252

Edward Jones - Financial Advisor: Katie E Brown

101 2nd Avenue Southwest

Cullman, AL 35055
256-739-0111

John F Johnston Jr - Ameriprise Financial Services, LLC

201 E Washington

Demopolis, AL 36732
334-289-9575

Jennifer Daffron - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
334-699-3620

Eddie M. King - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1561

Window World of Gulf Coast

5400 A Willis Rd

Theodore, AL 36582
251-665-4646

Goosehead Insurance - Ricky Phillips

1084 N Brindlee Mtn Parkway

Arab, AL 35016
256-490-0672

Hunter Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2632

DTLR

718 Academy Dr & I-59
Suite 100

Bessemer, AL 35022
205-428-5582

The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

Jud Morrison - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9157

Mitcham Financial Services

6 Office Park Circle
Suite 207

Mountain Brook, AL 35223
205-338-3534

Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
205-871-7743

First Command Financial Advisor - Sarah Caballero

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

Provident Wealth Solutions

220 Providence Main
Suite 101

Huntsville, AL 35806
256-580-8001

Spike L McRoy - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4037

Jeff Waters - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3142

Ollis Wealth Management

3280 Dauphin Street
Building B, Suite 122A

Mobile, AL 36606
251-725-1401

Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
205-705-1623

GHG Financial Planning

11 N Water Street
Suite 10290

Mobile, AL 36602
251-300-8230

Reid Fields - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2628

WinSouth Financial Services

1519 Rainbow Drive

Gadsden, AL 35901
256-543-7660

Mobile Bay Financial Solutions, LLC

1060 Dauphin Street

Mobile, AL 36604
251-666-5000

Wilkins Miller Wealth Management

41 East Interstate 65 Service Road South
Suite 400

Mobile, AL 36608
251-410-6710

Wesley Mann - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
205-969-7099

Steve Hudson - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

The Setterstrom Killcreas Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1060

First Command Financial Advisor - John Oldham

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

Allstate Personal Financial Representative: Isaac Ephraim

832 Green Springs Hwy
Ste 101b

Homewood, AL 35209
205-942-6280

Allstate Personal Financial Representative: Bonnie Partin

2008 Old Montgomery Hwy

Birmingham, AL 35244
864-449-1516

Patrick Cummings - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3119

Elizabeth Peggy Carlington - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3130

Marc Hall - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
334-699-3620

Richard Hydinger - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3143

Cummings & Associates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

John Barrow - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1523

John (JJ) Hughes - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
334-699-3620

Carl R. Watson - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3903

Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7044

Lee Jackson - LPL Financial

1067 Woodley Road
Suite B1

Montgomery, AL 36106
334-676-2288

TrueWealth Advisors LLC

2000 SouthLake Park
Suite 200

Birmingham, AL 35244
205-588-4800

The Mantooth/Pols Group- Morgan Stanley - Morgan Stanley Financial Advisors

305 Church Street SW
Suite 715

Huntsville, AL 35801
256-690-5486

Letts Financial Services

3450 Lakeshore Dr

Opelika, AL 36804
630-968-2323

Sovereign CPA Group, LLC

2 Chase Corporate Dr

Hoover, AL 35244
205-402-4245

Chip Grinkmeyer - Ameriprise Financial Services, LLC

600 Olde English Ln
Ste 104

Mountain Brook, AL 35223
678-809-4585

Stephen Garrett Jr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

Lisa Irby Gaddis - Ameriprise Financial Services, LLC

1022 Edenton St

Birmingham, AL 35242
205-983-6401

Steve Garrett Sr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

Aubrey Wilson - Morgan Stanley

201 South Court St, 4th
Fl

Florence, AL 35630
256-980-9119

Clay Cochran - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Jeff Roberts - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Vaughn Sparks - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Robert M. Denning - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1566

Lentz Thompson Retirement Advisors

2205 Graham Avenue SW
Suite B

Decatur, AL 35601
256-308-9766

Morgan Stanley Financial Advisors

7530 Parker Road

Fairhope, AL 36532
251-990-2930

Sarah K. Smith - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9441

George Russell McCurdy - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2630

Gaddis and Johnston - Ameriprise Financial Services, LLC

1022 Edenton St

Birmingham, AL 35242
205-983-6401

Morgan Stanley Financial Advisors

305 Church St
Ste 720

Huntsville, AL 35801
256-712-3440

Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6915

First Command Financial Advisor - Katie Waters

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

Renee Allen - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

First Command Financial Advisor - Jeff Luther

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

First Command Financial Advisor - Brad Braithwaite

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Allstate Personal Financial Representative: Joe C. Colvin, Jr.

839 Airport Dr
Ste 105

Alexander City, AL 35010
334-301-2601

Steve Hanley - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-345-0601

Tom Hammett - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Jennifer Ryder - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

Michael Spaulding - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4026

Ariss Financial Group - Ameriprise Financial Services, LLC

4121 Carmichael Rd
Ste 301

Montgomery, AL 36106
334-279-1174

First Command Financial Advisor - Steve Winklmann

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Donna S Cates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3126

Katie Hancock - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8444

Joshua Cothran - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

Chuck Jones - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4011

Jake Wallace - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2946

Birmingham, AL Branch Office - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1500

Michael Sheehan - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3128

Peachtree Planning

3500 Blue Lake Drive
Suite 200

Birmingham, AL 35243
205-533-9452

William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7053

First Command Financial Advisor - Andrew Fitch

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Griffin Marshall - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8446

Liucija Smaizyte Wright - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6910

Ralph Anderson - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2943

Jon Anderson - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9431

Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6933

Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7063

Michael Newman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2952

Darrell S Hyde - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1075

John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7033

Amy Cook - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9451

Michael Hughes - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6908

Andrew McCay - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3343

The Legacy Group of Huntsville - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4003

The Lomax Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1103

Donny Bolton - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3345

R. Lee Clark, Jr. - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9433

Harrison Jones Campbell - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2616

OneAscent Wealth Management

23 Inverness Center Parkway
Suite A

Birmingham, AL 35242
205-313-9142

Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7046

Tim Denis - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4036

Megan Setterstrom Bruner - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2305

Morgan Stanley Financial Advisors

3120 Frederick Road
Suite G

Opelika, AL 36801
334-821-1300

Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7097

Bruce G Coldsmith - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

Allstate Personal Financial Representative: Frank Farnell

1849 Ogletree Rd
Ste 300

Auburn, AL 36830
251-622-8978

Dane W Block Sr. - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2830

The Jones McRoy Team - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-533-2150

First Command Financial Advisor - Christy Meitzler

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

Huntsville Wealth Management Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

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

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3873

Philip H Crosby - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-519-4042

Stuart T Patton - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2615

Stephen Cohen - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
702-792-3110

The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

Longleaf Wealth Management - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3879

Steve C Setterstrom - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1090

The Market Street Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9436

Steven Peterson - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Shawn Buchanan - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

Scott Richards - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1544

Ted Jackson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-722-9344

The Keene Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5504

Allstate Personal Financial Representative: Michael Mitchell

504 N Section St

Fairhope, AL 36532
334-201-8621

Montgomery, AL Branch Office - UBS Financial Services Inc.

4001 Carmichael Road Suite 400

Montgomery, AL 36106
334-260-3900

Allstate Personal Financial Representative: Dennis Owens

265 Azalea Dr

Monroeville, AL 36460
334-538-8993

Stonegate Wealth Management - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Birmingham, AL 35242
205-977-7069

Allstate Personal Financial Representative: Cecil Crunk

321 S Walnut St
Ste 1

Florence, AL 35630
256-710-8696

Jack Evans - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

Jason Cork - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3124

First Command Financial Advisor - Adam Brink

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

First Command Financial Advisor - Renee Bauch

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

Roy A Nutt Jr. - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2645

Virginia Nixon - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-650-4059

Allstate Personal Financial Representative: Deanna Lindsey

1726 Cherokee Ave SW
Ste C

Cullman, AL 35055
615-788-1253

Huntsville, AL Branch Office - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

John P Williamson - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3118

OakRing Investments - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3907

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

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1541

Coldsmith, Ryder & Associates - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

First Command Financial Advisor - Nicholas Friday

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

Allstate Personal Financial Representative: Brenda Stone

456 US Highway 431

Boaz, AL 35957
256-572-7091

First Command Financial Advisor - Isabella Murray

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

First Command Financial Advisor - Jean Miller

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

Ronnie Robbins - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-519-4049

William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7005

Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6905

Lawrence Oakley - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2620

William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7015

Glenda Gough - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4031

Jon Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4027

Zac Snider - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8459

Brent Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2312

C. Thomas Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4026

Norman Douglas Perreault - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4031

Paul A. Russell - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2302

Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7040

Patrick Morgan - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6912

Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6932

W. Hutch Radcliff - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1063

James W Bridges - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2866

Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7048

Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

Joe Curtis - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5380

Richard Nolan Sanders - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
205-969-7027

Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7087

Barbara Beck - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8466

David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7075

Don Barthel - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9437

William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7084

Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7017

Christopher C. Schatzman - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1099

Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7031

William Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5378

Charles R Brown - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3344

Francisco D D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
334-270-2650

Tod E Frick - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2944

Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7049

Lane P Wilson - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2892

Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7094

Leigh J. Parks - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1066

Sara Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5391

Mike C. Yarbrough - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4030

Lee Forehand - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4034

Jordan Miller - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8480

Allan Rowe - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7007

C. Hunt Griffith - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1091

Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7035

Jody McInnes - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2627

Michael C Warr - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8450

William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6926

Leonardo D Silva - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2932

J. Marshall Shields - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1097

Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7006

Larry Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2614

Joseph L Lomax - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1080

Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7095

Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

David Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5379

Bryan M Blackburn, II II - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3346

Paul Winn - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2634

Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7054

George Liddon - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4029

Steve Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

Todd Lowry - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9450

Lewis Ruben Gayden III - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2654

Legacy Advisors, Inc.

310 Eastdale Circle

Montgomery, AL 36117
334-277-4370

Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7036

Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7050

Todd McBride - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-519-4040

Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6909

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

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

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