Investment Philosophy
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Mark Roberts, CFP®, AAMS®
Vice President - Investments
Email Address
mark.roberts@wellsfargoadvisors.comPhone Number
(256) 564-6473Focus: With over 25 years in the financial service industry, Mark is dedicated to helping individuals and organizations achieve their goals. Mark brings a unique blend of analytical discipline and real-world insights to offer personalized solutions in investment management, retirement planning, tax planning, qualified investment plan management, life/long-term care insurance planning, education planning, and estate planning strategies.
Background and experience: Mark graduated Magna Cum Laude in Industrial and Systems Engineering from Auburn University. Mark holds the CERTIFIED FINANCIAL PLANNER® certification, AAMS (Accredited Asset Management specialist) designation, and PIM® (Professional Investment Management) Portfolio Manager designation.
Away from the office: Outside of work, Mark enjoys fishing, hiking, watching movies, and spending time with his family.
Certificates
CFP®, AAMS®
Jill Larson
Registered Client Associate
Email Address
jill.larson@wellsfargoadvisors.comPhone Number
(256) 564-6433CA License Number 0K29553 Resident State AL
Philip Searcy, CRPC
Financial Advisor
Email Address
philip.searcy@wellsfargoadvisors.comPhone Number
(256) 564-6465Certificates
CRPC
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.