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Trust Law Attorneys in Birmingham, AL

Here is a complete list of most professional Trust Law Attorneys in Birmingham, AL.

The Trustoria Directory provides you with all the information needed to locate the best professional for any need.

Be sure to review other regions near Birmingham, AL to get the records of more people.

99 results found

Kip Nesmith Birmingham, AL

Kip A. Nesmith

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperAccounting BookkeeperBoard MemberManagement Team ExecutiveOperations Manager

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Banking & Financial Institution Disputes, Fiduciary, Trust & Estate Litigation
ISLN:
917438828
Admitted:
2003, Alabama
Biography:
Kip has broad experience in general commercial and securities litigation, ranging from complex...

Joseph Kerr Birmingham, AL

Joseph L. Kerr, Jr.

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryNon-ProfitAdvisorWriter and EditorCounselorCopy EditorJuris DoctorCopy Desk ChiefEditing ProfessionalWriting and Editing Professional

Experience & Education

Office:
Friedman, Dazzio, Zulanas & Bowling, P.C.
3800 Corporate Woods Drive, Birmingham, AL 35242
Phone:
Specialties:
Civil Litigation, Mass Torts
ISLN:
919601114
Admitted:
Alabama and U.S. District Court, Northern, Middle and Southern Districts of Alabama
Biography:


Joe Kerr's practice is devoted to civil litigation, with an emphasis on mass torts,...

William Long Birmingham, AL

William "J." Long, IV

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief ExecutiveBookkeeperJuris DoctorAccounting Bookkeeper

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, Banking & Financial Institution Disputes
ISLN:
917518247
Admitted:
2003, Alabama, 2004, Mississippi
Biography:
J. practices in the firm's general litigation group, focusing on securities, real property, title...

Joseph Letzer Birmingham, AL

Joseph W. Letzer

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief ExecutiveRepresentativeSpeakerSpokesperson

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
905500759
Admitted:
1975, Alabama, 2001, Texas
Biography:
Joe is the Chair of the firm's Litigation section. He specializes in complex commercial and...

Thad Davis Birmingham, AL

Thad A. Davis

Professions & Specialties

FiduciaryCommissionerMediatorLawyerTrust Law AttorneyWriter and EditorWriting and Editing ProfessionalCopy EditorEditing Professional

Experience & Education

Office:
The Law Offices of Davis & Davis, LLC
300 Vestavia Parkway, Suite 2300, Birmingham, AL 35216
Mailing Address:
P.O. Box 43366, Birmingham, AL, 35243
Phone:
Specialties:
Trusts and Estates, Estate Litigation
ISLN:
915610677
Admitted:
2000, Alabama
Biography:
Graduate Editor, Florida Tax Review, 2000-2001. Recipient, Full-Tuition John W. Thatcher Graduate...

Vincent Graffeo Birmingham, AL

Vincent J. "V. J." Graffeo

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistOperations ManagerExecutive CompensationDirectorChief ExecutiveReal Estate ManagerManagersProperty ManagerPsychology SpecialistPsychologistStudent WorkerSenatorLegislatorVice PresidentResearch EditorTechnical EditorTechnical CommunicatorAuthor

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, "Bet the Company" Litigation
ISLN:
917773547
Admitted:
2003, Alabama, US Supreme Court
Biography:
V. J. Graffeo, an AV Preeminent Martindale-Hubbell rated attorney, practices in the area of...

Nancy Hughes Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyPostsecondary TeacherLecturer

Experience & Education

Office:
Hughes & Scalise, PC
600 Luckie Drive, Suite 310, Birmingham, AL 35223
Phone:
Specialties:
Estate Planning, Trust Planning
ISLN:
901260459
Admitted:
1991, Alabama and U.S. District Court, Northern District of Alabama, 1995, U.S. Appeals, Eleventh Circuit
Biography:
Phi Kappa Phi. Listed in The Best Lawyers in America. Member, Cumberland Law Review, 1989-1991....

Victor Hayslip Birmingham, AL

Victor L. Hayslip

Professions & Specialties

FiduciaryJudgeRefereeTrust Law AttorneyLawyerOperations ManagerChief ExecutiveExecutive CompensationDirectorBookkeeperAccounting Bookkeeper

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, Banking & Financial Institution Disputes
ISLN:
906603497
Admitted:
1985, Alabama, US Court of Appeals for the Fourth Circuit
Biography:
Vic is chair of the firm's Commercial Litigation Practice Group. His practice focuses on...

Robert Rutherford Birmingham, AL

Robert H. Rutherford

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryLicensed Real Estate BrokerReal Estate ManagerChief ExecutiveProperty ManagerBookkeeperFinance and Accounting SpecialistAccounting BookkeeperChief Administrative Officer

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Appellate, Commercial Litigation
ISLN:
901917971
Admitted:
1983, Alabama
Biography:
Robert has represented a wide range of defendants in commercial lawsuits spanning the last...

Benjamin Coulter Birmingham, AL

Benjamin B. Coulter

Professions & Specialties

Attorney At LawFiduciaryJudgeLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting BookkeeperNon-ProfitMaster of ScienceSports TrainersVolunteerEditorBoard MemberChief ExecutiveManagement Team ExecutiveOperations Manager

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
921295653
Admitted:
2010, Alabama, US Court of Appeals for the Eleventh Circuit
Biography:
Ben is a member of the firm's Commercial Litigation group where his clients include community,...

Ashley Neese Birmingham, AL

Ashley L. Neese

Professions & Specialties

Real Estate ManagerProperty ManagerLicensed Real Estate Broker

Experience & Education

Office:
Dominick Feld Hyde, P.C.
1130 Twenty-Second Street South, Birmingham, AL 35205
Phone:
Specialties:
Commercial Litigation, Corporate Law
ISLN:
918598378
Admitted:
2005, Alabama
Biography:
Ashley L. Neese has extensive trial experience in such varied areas as estate and probate matters,...

Thomas Selden Birmingham, AL

Thomas Lawson Selden

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyConstructionSales AgentAuthorIndependent Business OwnersChief ExecutiveFisherSales RepresentativeDesign ExpertVolunteerContractorNon-ProfitDesign ProfessionalOwnerChief Administrative Officer

Experience & Education

Office:
Starnes Davis Florie LLP
100 Brookwood Place, 7Th Floor, Birmingham, AL 35209
Mailing Address:
P.O. Box 598512, Birmingham, AL, 35259-8512
Phone:
Specialties:
Business Litigation, Construction Litigation
ISLN:
903862194
Admitted:
1987, Alabama, U.S. Court of Appeals, 11th Circuit
Biography:
Tom is a partner at Starnes Davis Florie, and has been with the firm since 1986.

Mitchel Boles Birmingham, AL

Mitchel Hampton Boles

Professions & Specialties

LawyerTrust Law AttorneyFiduciary

Experience & Education

Office:
Gilpin Givhan, PC
3595 Grandview Parkway, Suite 400, Birmingham, AL 35243
Phone:
Specialties:
Employment Law, Commercial Law
ISLN:
910062280
Admitted:
1996, Alabama
Biography:
Co-Author: with Susan Pace Hamill, "Agency Powers and Fiduciary Duties under the Alabama Limited...

James Walsh Birmingham, AL

James F. Walsh

Professions & Specialties

Criminal Defense LawyerLawyerTrust Law AttorneyFiduciaryDefense AttorneyBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperChief ExecutiveBookkeeperRetail ProfessionalEquipment Tools Purchasing AgentDepartment Store SalespersonRetail SalespersonArmy Lieutenant ColonelChairperson

Experience & Education

Office:
Rumberger, Kirk & Caldwell Professional Association
2204 Lakeshore Drive, Suite 125, Birmingham, AL 35209
Phone:
Specialties:
Product Liability, Commercial Litigation
ISLN:
902979145
Admitted:
1976, Alabama, U.S. Supreme Court
Biography:
Jimmy Walsh primarily focuses his litigation practice in the areas of commercial litigation,...

William Davis Birmingham, AL

William A. Davis, IV

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyIndependent Business OwnersContractor

Experience & Education

Office:
Starnes Davis Florie LLP
100 Brookwood Place, 7Th Floor, Birmingham, AL 35209
Mailing Address:
P.O. Box 598512, Birmingham, AL, 35259-8512
Phone:
Specialties:
General Civil Litigation, Long Term Care & Nursing Home Litigation
ISLN:
920164769
Admitted:
2008, Alabama, U.S. District Court, Northern District of Alabama
Biography:
Practice

Will's practice is largely devoted to representing healthcare providers in...

Elizabeth Shirley Birmingham, AL

Elizabeth B. Shirley

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyCopy Desk ChiefCopy EditorWriting and Editing ProfessionalWriter and EditorJuris DoctorEditing ProfessionalBookkeeperPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperPolice

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Non-Compete & Trade Secrets, Commercial Litigation
ISLN:
916655240
Admitted:
2000, Alabama, 2001, Mississippi
Biography:
Elizabeth is a partner at the firm. Her practice includes commercial litigation, arbitrations,...

Debra Mackey Birmingham, AL

Debra Lee Mackey

Professions & Specialties

LawyerTrust Law AttorneyChief ExecutiveExecutive CompensationWriting and Editing ProfessionalWriter and EditorEditing ProfessionalJuris DoctorEditorChairpersonCopy Desk ChiefCopy Editor

Experience & Education

Office:
Burr & Forman LLP
420 North 20Th Street, Suite 3400, Birmingham, AL 35203
Phone:
Specialties:
Employee Benefits, Tax Law
ISLN:
905558835
Admitted:
1982, Alabama, U.S. District Court for the Northern District of Alabama
Biography:
Debra is Burr & Forman's ERISA veteran. Her expertise derives from assisting clients with the tax...

Angela Davidson Birmingham, AL

Angela Davidson Paralegal - Hughes & Scalise, P.C.

Professions & Specialties

Trust Law AttorneyParalegalLaw SpecialistLawyerFiduciaryLitigation Support SpecialistChief Administrative OfficerDirector of Quality ControlVice PresidentChief ExecutivePsychologistProperty ManagerPsychology SpecialistReal Estate ManagerAuditorLicensed Real Estate BrokerCompliance ManagerAccounts PayableAnalystCompliance OfficerSecurityGeneralistAnalystsHuman Resources SpecialistBank ExaminerAccounts Payable SpecialistRecruitmentFinancial Compliance Examiner

Experience & Education

Position:
Paralegal at Hughes & Scalise, P.C.
Title:
Paralegal - Hughes & Scalise, P.C.
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Hughes & Scalise, P.C. - Birmingham, ALParalegalsince Sep 2009Bank of Hawaii Vice President and Compliance Officer - Investment Services Compliance & Risk ManagementSep 2008 - Sep 2009
Skills:
Compliance, Risk Management, Trust Accounting, Quality Assurance, Probate, AML, Asset Management,...
Languages:
sign language (alphabet only)
Certifications:
CFIRS (Certified Fiduciary & Investment Risk Specialist), Cannon Financial Institute

Bob Ellerbrock Birmingham, AL

Professions & Specialties

Trust Law AttorneyLaw SpecialistLawyerFiduciaryOperations Manager

Experience & Education

Position:
Attorney at Balch & Bingham LLP, Employee Benefits Attorney at Constangy, Brooks and Smith
Title:
Attorney at Balch & Bingham LLP
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Balch & Bingham LLP - Birmingham, Alabama AreaAttorneysince May 2013Constangy, Brooks and Smith Employee Benefits Attorneysince Nov 2006
Skills:
Employee Benefits, Pensions, Fiduciary, ERISA, Employment Contracts, Tax, Litigation, Legal...

Robert Montgomery Birmingham, AL

Robert Montgomery IT equipment and services []  title transfer / config, design, operations, governance  /  Web, media, DB, app SW dev.

Professions & Specialties

ExecutorLawyerTrust Law AttorneyInformation Technology SpecialistSoftware DeveloperIT SpecialistRepresentativeJavaScript DeveloperSoftware DevelopersMatlab DeveloperDepartment Store SalespersonJava DeveloperEquipment Tools Purchasing AgentRetail ProfessionalRetail SalespersonIndustrial EngineerProcess EngineerTeam MemberBachelor of ScienceManagersComputer Systems AdministratorComputer ScientistsSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Technologist / student, Electrical & Comp. Eng., Ph.D / research at applied inf. tech. /...
Title:
IT equipment and services [] title transfer / config, design, operations, governance / Web, media, DB, app SW dev.
Location:
Birmingham, Alabama Area
Industry:
Information Technology and Services
Work history:
Applied inf. tech. / networks / systems / electronics - Birmingham, AL, Southeast USA. / anywhere ( english-speaking )Technologist / student, Electrical & Comp. Eng., Ph.D / researchsince 2010Personal - estate administration & family companies - Birmingham, ALPersonal representative / executorJan 2009 - Feb 2012
Skills:
Data Center Architecture, Enterprise Architecture, [R] Statistical Environment, Ruby/Rails, Java /...

Marshall Rathmell Birmingham, AL

Marshall Rathmell Independent Wealth Manager / Financial Planner

Professions & Specialties

FiduciaryLawyerLegal CounselJuristTrust Law AttorneyAccounting BookkeeperFinance and Accounting SpecialistBookkeeperAuditorJuris DoctorMaster of Business AdministrationCertified Public AccountantBusiness AdministratorAdvisorCertified Financial PlannerFinancial ManagerOperations ManagerManagerFinancial PlannerFinancial SpecialistFinancial Services Sales AgentFinancial Management AnalystFinancial Services ProfessionalPuchasing and Estimating Manager

Experience & Education

Position:
Independent Wealth Manager / Financial Planner at Professional Asset Strategies LLC
Title:
Independent Wealth Manager / Financial Planner
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Professional Asset Strategies LLC Independent Wealth Manager / Financial Plannersince Feb 2009Compass Bank Accounting Policy ManagerJul 2007 - Feb 2009

Kris Anderson Birmingham, AL

Kris Anderson Attorney at Baker Donelson

Professions & Specialties

ParalegalAssociate AttorneyTrust Law AttorneyLawyerFiduciaryLaw SpecialistChief ExecutiveDirector of OperationsConstructionOperations ManagerBakerChairpersonMarketing ProfessionalAdvertising Sales AgentReal Estate ManagerIT SpecialistProperty ManagerComputer Software ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistSoftware Developers

Experience & Education

Position:
Associate Attorney at Baker Donelson
Title:
Attorney at Baker Donelson
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Baker Donelson - Birmingham, Alabama AreaAssociate Attorneysince Aug 2011Grow VC International Limited U.S. Operations ManagerJan 2011 - Dec 2012
Languages:
German

Nicki Jacobs Birmingham, AL

Nicki Jacobs Director of Human Resources/14+ years experience

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryGovernorCivil ServantConstructionGovernment Administration OfficerDirectorHuman Resources SpecialistRecruitmentOperations ManagerRepresentative

Experience & Education

Position:
Director of Human Resources at Ready Mix USA Mid South (a division of Cemex)
Title:
Director of Human Resources/14+ years experience
Location:
Birmingham, Alabama Area
Industry:
Construction
Work history:
Ready Mix USA Mid South (a division of Cemex) Director of Human Resourcessince Sep 1997
Skills:
Crystal Reports, SAP-HR, ABRA HR, Microsoft Office programs, Kronos, Timeforce, MAS 200/MAS 90, JD...

Tonia Matheny Birmingham, AL

Tonia Matheny Tax Manager at Royal Cup Coffee

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyPedagogueManagerInstructorOperations ManagerSoftware DevelopersBookkeeperComputer Software ProfessionalAccounting BookkeeperChief ExecutiveFinancial OfficerFinancial ManagerAssociate in Applied Science

Experience & Education

Position:
Tax Manager at Royal Cup Coffee
Location:
Birmingham, Alabama Area
Industry:
Food & Beverages
Work history:
Royal Cup Coffee - Birmingham, Alabama AreaTax Managersince Jun 2008JFNB, LLP Professional AccountantAug 2007 - Jun 2008
Skills:
Tax, Payroll, Process Improvement, Financial Reporting, General Ledger, Accounting, Corporate Tax,...

Laura Hinton Birmingham, AL

Laura Hinton Financial Planner, Bridgeworth Financial

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyFinancial ManagerChairpersonChief ExecutiveAccounting BookkeeperBookkeeperChief Administrative OfficerFinance and Accounting SpecialistPuchasing and Estimating ManagerCertified Financial PlannerFinancial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Position:
Advisor at Bridgeworth Financial
Title:
Financial Planner, Bridgeworth Financial
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Bridgeworth Financial - 3800 Colonnade Pkwy. Ste 300 Birmingham Al. 35243Advisorsince May 2013
Skills:
Gap Analysis, Finance, Strategic Planning

Audrea Trawick Birmingham, AL

Audrea Trawick

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperCompensations and BenefitsBookkeeperNurseNurse PractitionerCertified Nurse AideFinance and Accounting SpecialistMarketing DirectorPension AdministratorChief ExecutivePuchasing and Estimating ManagerGraphic DesignerAdvisorFinancial ManagerCorporate ExecutiveFounding Member

Experience & Education

Position:
Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialist at Money...
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialistsince May 1998
Skills:
Qualified Retirement Planning, Retirement Income Planning, Wealth Transfer Planning, Business...

Cliff Dew Birmingham, AL

Cliff Dew Account Executive - Home Health at Gentiva Health Services

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyHealth PractitionerHealth ProfessionalAccount ManagerRecruitmentCustomer ServiceHuman Resources SpecialistHospital Care ProfessionalClient Service OfficerAccount Service ManagerBachelor of ScienceProject ManagersSupplierServices ProfessionalSales AgentSales and Service SpecialistCertified Nurse PractitionerNurse PractitionerSales Representative

Experience & Education

Position:
Account Executive - Home Health at Gentiva Health Services
Location:
Birmingham, Alabama
Industry:
Hospital & Health Care
Work history:
Gentiva Health Services - Birmingham, Alabama AreaAccount Executive - Home Healthsince Mar 2011Maxim Healthcare Services - mobile, alabamaAccount ManagerFeb 2009 - Mar 2011

Audrea Trawick Birmingham, AL

Audrea Trawick

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperCompensations and BenefitsBookkeeperNurseNurse PractitionerCertified Nurse AideFinance and Accounting SpecialistMarketing DirectorPension AdministratorChief ExecutivePuchasing and Estimating ManagerGraphic DesignerAdvisorFinancial ManagerCorporate ExecutiveFounding Member

Experience & Education

Position:
Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialist at Money...
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Director of Marketing, Accredited Investment Fiduciary, Retirement Plan Specialistsince May 1998
Skills:
Qualified Retirement Planning, Retirement Income Planning, Wealth Transfer Planning, Business...

Adam Atkinson Birmingham, AL

Adam Atkinson Investment Management Associate at Wells Fargo Bank

Professions & Specialties

FiduciaryLawyerTrust Law AttorneySports TrainerSports TrainersOperations ManagerTeam MemberSupporting MemberManager

Experience & Education

Position:
Investment Management Associate II at Wells Fargo Bank
Title:
Investment Management Associate at Wells Fargo Bank
Location:
Birmingham, Alabama Area
Industry:
Banking
Work history:
Wells Fargo Bank - Birmingham, Alabama AreaInvestment Management Associate IIsince May 2006Wachovia Bank - Birmingham, Alabama AreaWachovia Direct Access2004 - 2006

Tracie Barnes Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyReal Estate ManagerComputer Network ConsultantIT ConsultantProperty ManagerComputer ConsultantLicensed Real Estate BrokerBookkeeperAccounting ClerkTax AccountantAccounting BookkeeperTechnical Support SpecialistsClerical SpecialistTechnical Specialist

Experience & Education

Title:
Fixed Asset Tax Accountant
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
Vulcan Materials Fixed Asset Tax AccountantAug 2009 - Sep 2012Cooke, Cameron, Travis and Company Staff AccountantJan 2006 - May 2009
Skills:
Excel, Tax Preparation, Property Tax

Embree Deason Birmingham, AL

Embree Deason Practice Manager at Bridgeworth Financial

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryChief Administrative OfficerChief ExecutivePuchasing and Estimating ManagerFinancial ManagerAdvisorPractice ManagerHealth Services ManagerCertified Financial Planner

Experience & Education

Position:
Practice Manager at Bridgeworth Financial, Practice Manager at Bridgeworth Financial
Title:
Practice Manager at Bridgeworth Financial
Location:
Birmingham, Alabama
Industry:
Investment Management
Work history:
Bridgeworth Financial Practice Managersince May 2000Bridgeworth Financial - Birmingham, ALPractice Managersince May 2000
Skills:
Superior Client Service, Account Service, Office Administration, Business Process Design, Service...

Jordan Lenger Birmingham, AL

Jordan Lenger Attorney at Law at Lloyd Gray Whitehead & Monroe

Professions & Specialties

Attorney At LawAdministrative Court JusticeOf CounselJuristLegal CounselJustice of The PeaceAdministrative Law AttorneyFiduciaryJudicial Law ClerkLaw SpecialistLawyerParalegalTrust Law AttorneyTeam MemberSupporting MemberLicensed Real Estate BrokerReal Estate ManagerProperty ManagerSurvey ResearcherResearcher

Experience & Education

Position:
Attorney at Law at Lloyd Gray Whitehead & Monroe
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Lloyd Gray Whitehead & Monroe - Birmingham, Alabama AreaAttorney at Lawsince Dec 2012Maynard, Cooper & Gale, P.C. - Huntsville, Alabama AreaLitigation AssociateAug 2011 - Dec 2012

John Dulin Birmingham, AL

John Dulin Partner at Maynard, Cooper & Gale, P.C., Corporate Law

Professions & Specialties

Law SpecialistLawyerTrust Law AttorneyFiduciarySales RepresentativeAgentChief ExecutivePartner

Experience & Education

Position:
Corporate Attorney at Maynard, Cooper & Gale, P.C.
Title:
Partner at Maynard, Cooper & Gale, P.C., Corporate Law
Location:
Birmingham, Alabama Area
Industry:
Law Practice
Work history:
Maynard, Cooper & Gale, P.C. Corporate Attorneysince Sep 1993

Natasha Sisk Birmingham, AL

Professions & Specialties

LawyerTrust Law AttorneyFiduciary

Experience & Education

Title:
Fiduciary Tax Administrator III at Wachovia, A Wells Fargo Company
Location:
Birmingham, Alabama Area
Industry:
Banking

Sam Price Birmingham, AL

Sam Price Retirement Plan Consultant at Money Management Services, Inc.

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyOutside Sales RepresentativeSales RepresentativeBookkeeperAdvisorCounselorFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Retirement Plan Consultant at Money Management Services, Inc.
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Money Management Services, Inc. Retirement Plan Consultantsince Feb 2010Buck Jones Nursery Outside Sales RepAug 2009 - Jan 2010

Shannon Elliotte Birmingham, AL

Shannon Elliotte Family Wealth Advisor at Arlington Family Offices

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperAccounting BookkeeperAdvisorFinance and Accounting Specialist

Experience & Education

Position:
Family Wealth Advisor - Arlington Partners, LLC at Arlington Family Offices, Chief Fiduciary...
Title:
Family Wealth Advisor at Arlington Family Offices
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Arlington Family Offices - Birmingham, Alabama AreaFamily Wealth Advisor - Arlington Partners, LLCsince Jan 2012Arlington Family Offices Chief Fiduciary Officer - Arlington Trust Companysince May 2010
Skills:
Estate Planning, Investments

Bryan Reed Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistCompliance ManagerVice PresidentChief ExecutiveProject Managers

Experience & Education

Position:
VP, Insurance Compliance Manager at BBVA Compass
Title:
Investments, Insurance and Banking Compliance Professional
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
BBVA Compass - Birmingham, Alabama AreaVP, Insurance Compliance Managersince Nov 2008Regions Bank - Birmingham, ALVP, Fiduciary and Investment Compliance ManagerApr 2006 - Jul 2008
Skills:
Banking

Steve Nesbitt Birmingham, AL

Steve Nesbitt President at SS Nesbitt and Company

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyOperations ManagerChief ExecutiveChairpersonVice PresidentPractice Leader

Experience & Education

Position:
President at SS Nesbitt and Company
Location:
Birmingham, Alabama Area
Industry:
Insurance
Work history:
SS Nesbitt and Company - 3500 Blue Lake Drive, Suite 120, Birmingham, AL 35243Presidentsince Jan 2000Hilb Rogal & Hobbs Vice PresidentApr 1988 - Dec 2000

Bryan Reed Birmingham, AL

Bryan Reed Investments, Insurance and Banking Compliance Professional

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistCompliance ManagerVice PresidentChief ExecutiveProject Managers

Experience & Education

Position:
VP, Insurance Compliance Manager at BBVA Compass
Title:
Investments, Insurance and Banking Compliance Professional
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
BBVA Compass - Birmingham, Alabama AreaVP, Insurance Compliance Managersince Nov 2008Regions Bank - Birmingham, ALVP, Fiduciary and Investment Compliance ManagerApr 2006 - Jul 2008

Lee Lichtenstein Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistCorporate ExecutiveChief Executive OfficerChief Executive

Experience & Education

Position:
CEO at 401k Safe
Title:
CEO, 401k Safe
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
401k Safe CEOsince Jan 2008Amsource CEOJan 1990 - Jan 2010
Skills:
Personal Finance, Retirement Planning, 401k, Investments, Strategic Financial Planning, Wealth...

Cheryl Brown Birmingham, AL

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryFinancial ManagerMaster of ScienceChief Administrative OfficerChief ExecutiveManagersCoordinatorAdvisorCertified Financial PlannerPuchasing and Estimating Manager

Experience & Education

Position:
Client Sevice Coordinator at Bridgeworth, LLC
Title:
Client Services Coordinator for Jeffrey T McCormack CFP® at Bridgeworth Financial
Location:
Birmingham, Alabama Area
Industry:
Investment Management
Work history:
Bridgeworth, LLC - Colonnade Parkway, BirminghamClient Sevice Coordinatorsince Feb 2011Grinkmeyer and Leonard Wealth Management - Birmingham, Alabama AreaFinancial Planning AssistantAug 2008 - Mar 2009

Lee Lichtenstein Birmingham, AL

Lee Lichtenstein CEO, 401k Safe

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistCorporate ExecutiveChief Executive OfficerChief Executive

Experience & Education

Position:
CEO at 401k Safe
Title:
CEO, 401k Safe
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
401k Safe CEOsince Jan 2008Amsource CEOJan 1990 - Jan 2010

Denise Dauphin Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyChief Operating OfficerGeneral and Operations ManagerOperations ManagerBookkeeperDirector of OperationsFinance and Accounting SpecialistSchool PrincipalSchool AdministratorEducational ManagerAccounting Bookkeeper

Experience & Education

Position:
Principal at Accounting Economics & Appraisal Group
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Accounting Economics & Appraisal Group Principalsince 2002Phillips Hitchner Group Shareholder & COO1998 - 2002
Skills:
Forensic Accounting, Trade Secrets, Valuation

Michelle Harbison Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Trust & Fiduciary Specialist at Wells Fargo
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wells Fargo Trust & Fiduciary Specialistsince Feb 2010Wells Fargo Bank Personal Trust Compliance AdministratorMay 2006 - Feb 2010

Robert Juneau Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperAccounting ClerkAccounting Bookkeeper

Experience & Education

Title:
Student at University of Alabama at Birmingham
Location:
Birmingham, Alabama Area
Industry:
Accounting
Work history:
Fordham & Associates, P S Staff AccountantNov 2008 - Apr 2009Haynes Downard, LLP Staff AccountantJan 2007 - Apr 2008

Denise Morrison Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyAccounting BookkeeperBookkeeperFinance and Accounting SpecialistDirector of Quality ControlCompliance ManagerChief ExecutiveOperations Manager

Experience & Education

Position:
SVP, Fiduciary & Investment Compliance Manager at Regions Financial Corporation
Location:
Birmingham, Alabama
Industry:
Financial Services
Work history:
Regions Financial Corporation SVP, Fiduciary & Investment Compliance Managersince Jul 2013Securities America, Inc. Member FINRA/SIPC Chief Compliance OfficerAug 2012 - Jun 2013

Amanda Yarbrough Birmingham, AL

Professions & Specialties

LawyerTrust Law AttorneyFiduciaryBank ExaminerAuditorCompliance OfficerFinancial Compliance ExaminerOperations ManagerManagerDirector of Quality ControlCompliance ManagerInspector

Experience & Education

Position:
Fiduciary Risk Manager at IBERIA Wealth Advisors
Location:
Birmingham, Alabama
Industry:
Banking
Work history:
IBERIA Wealth Advisors - Birmingham, ALFiduciary Risk Managersince Oct 2011Regions Bank - Birmingham, ALSenior Compliance OfficerJan 2007 - Oct 2011
Skills:
CFIRS, CTFA

James Meigs Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Trust Support at Regions
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Regions - Birmingham, ALTrust Supportsince Jul 1985

Rodney Parker Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Trust and Fiduciary Specialist at Wells Fargo Bank, Trust and Fiduciary Specialist at Wells Fargo
Title:
Trust and Fiduciary Specialist at Wells Fargo Bank
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Trust and Fiduciary SpecialistWells Fargo Trust and Fiduciary Specialistsince 1999

Natasha Sisk Birmingham, AL

Professions & Specialties

FiduciaryLawyerTrust Law AttorneyBookkeeperFinance and Accounting SpecialistAccounting Bookkeeper

Experience & Education

Position:
Fiduciary Tax Administrator at Wells Fargo Bank
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Fiduciary Tax Administratorsince Sep 1995