Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

About Us

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You

Working with Us

We provide advice, guidance, and resources for your financial life.

Working with Us

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Meet Our Team

Gates Smallwood

Financial Advisor

In 2018, Gates joined Wells Fargo Advisors as a Financial Advisor in his hometown Mountain Brook, AL where his family has resided for four generations.  Prior to joining Wells Fargo Advisors, Gates worked as an Institutional Broker at Duncan Williams for 8 years.  He’s a graduate of The University of Alabama with a B.S. in International Finance and he holds FINRA Series 7, 63, & 66 registrations.

Gates is a member of Birmingham Country Club, Canterbury Methodist Church, and the Birmingham Chapter Vice-Chair for McCallie School for Boys. When he’s not advising clients, Gates enjoys, playing golf, crafting pottery, and cherishing time with his wife and newborn son. 

Brandon Burroughs

Registered Client Associate

Brandon began his career in the investment industry with Stephens Inc. in 2015 and has broadened his experience by working for companies such as Merrill Lynch and JP Morgan Chase.  Now, with Wells Fargo Advisors, he is focused on the client experience and operational efficiencies.  In 2019, he received Wells Fargo Advisor’s highest recognition, the Wells Fargo Advisors Golden Spoke. The Golden Spoke award is given to team members for their service and commitment to the vision, values & goals of the Firm. In 2024, he was chosen to serve a 2-year term as a Client Associate Advisory Council member.  He’s a 2026 Wells Fargo Advisors Platinum Pinnacle Award Recipient given to the Top 100 performers as selected by manager nomination and divisional review. The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants. Brandon is a graduate of The University of Arkansas at Little Rock with a B.A. in Finance and Economics.  He holds FINRA Series 7, 63, & 65 registrations.

Brandon lives in Springville, AL with his wife of 10 years, Jaimie, and 4 children: Lane, Liam, Barrett, and Madelyn.  He loves being of service to his family, running, golf, and coaching youth baseball.