Find a Financial Professional
in Alabama

W. Tyler Gay

Principal

Stockbridge Wealth Partners

My passion for financial planning all began at a small firm here in Birmingham. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests. Upon having this realization, I decided to start my own firm to deliver unbiased, sound financial advice through streamlined technology to those who's values and goals align with mine. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages. Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Stockbridge Wealth will continue to grow and make a real difference in our communities. Outside of work, I love spending time with my family. My two small girls, Taylor Grace and Madelyn keep my wife, Kathryn and I very busy! We enjoy being outdoors and being active with friends and family, Auburn Sports, and watching English "Football".

Debbie Morris

Financial Services Professional

Magnolia Wealth Strategies

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Josh Slocum

Financial Advisor

McClellan Wealth Management

Josh lives in Birmingham with his wife and two sons. He is actively involved in making a difference in the world and engages in philanthropic work through several charities. He also prioritizes his own continuing education in his chosen field. For that reason, Josh seeks out opportunities to enrich and expand his extensive knowledge of the industry so he can better serve his clients every day. Education Background: Graduate of the University of Alabama with a bachelors in Liberal Arts CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) Accredited Investment Fiduciary (AIF®)

Jessica McDonald

Southern Wealth Builders

Whether you're an ambitious athlete seeking to capitalize on a lucrative sponsorship deal, a seasoned professional ready to make your money work harder for you, or a devoted veteran preparing for a comfortable retirement - we've got you covered! Our mission goes beyond mere financial planning; it revolves around promoting financial literacy for EVERYONE and breaking down barriers that hinder financial success. I'm here to empower you with the financial knowledge and strategies you need to turn your dreams into reality.

I grew up in the house of a math teacher & financial advisor, and I understand that most people don't wake up excited to "manage their finances". You have questions about your money, investments, & finances. Having an answer is exciting. The sooner, the better. For me, discovering answers to your q...

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... One thing I want my clients to know about me is... I'm here to be your trusted financial partner- someone who listens, understands what matter most to you, and helps turn your goals into a clear, confident plan for your future.