Alan Gaylor (CFP®, MBA)

Alan Gaylor focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Alan holds the designation of Certified Financial Planner (CFP) and has a Master's of Business Administration Degree (MBA) from the University of Alabama at Birmingham. Alan completed his undergraduate work at The University of Alabama with a B.S. degree in Finance. He currently holds an RIA (series 65) license.

Alan manages our Alabama office and lives in Hoover with his family. He attends the Riverchase United Methodist Church and is active with both the Boy Scouts of America and his local community youth sports programs.