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Monday, January 11, 2021
Industry Leader: CAPTRUST
CAPTRUST offers investment advisory services focused on the needs of high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional clients.
Monday, January 11, 2021Industry Leader: Synovus Private Wealth
Synovus Private Wealth offers banking services, retirement and financial planning, investment management, trust and estate planning, family office services, long-term care products, as well as mortgage services.
Monday, January 11, 2021Industry Leader: Brianne Smith, Ph.D., PFS, Independent Financial Advisor, RFG Advisory
As a financial advisor, I analyze financial statements, tax returns, cash flow, risk profile and budget to define a clear path towards goals. Using a holistic approach to financial planning, we consider goals, objectives and values to build a customized, comprehensive financial and wealth-building plan.
Monday, January 11, 2021Industry Leader: UBS Financial Services - Longleaf Wealth Management
Our primary services include personal wealth management for individuals, their families and their businesses.
Monday, January 11, 2021Member Spotlight: Jackson Thornton
Jackson Thornton was founded in Montgomery in 1919 and is one of Alabama’s oldest certified public accounting firms. Over the years, the firm has expanded to include a variety of industry-specific consulting and strategic planning services as well as Jackson Thornton Asset Management (wealth management) and Jackson Thornton Technologies (IT/managed services and cybersecurity provider).
Monday, January 11, 2021Member Spotlight: Hughston Clinic
Founded in 1949 with a focus on sports medicine and orthopaedics, today Hughston Clinic continues its commitment to keeping or restoring the human musculoskeletal system to its best possible condition in all of its 25-plus locations in the Southeast.
Monday, January 11, 2021Content Expert: Accounting
Two Estate Planning Mistakes & Tips for Avoiding Them
Barry Prim
Monday, January 11, 2021Content Expert: Wealth Management
Persisting in Turbulent Markets
Anne Ferrell Dalton
Monday, January 11, 2021Content Expert: Banking
How to Secure Your Business For Whatever 2021 Has in Store
Dean Peevy
Monday, January 11, 2021Member Profile: Jake Berkowitz
Jake Berkowitz, Area Director for talent management firm Stratice, touts the talent of his team and claims it and an “amazing” company culture set his company apart.
