About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
J. Bryan Poole
- CFP
- Senior Financial Advisor
- Managing Director - Investments
With over 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my financial services career at Southtrust Securities in 2000. I have served the Birmingham area investors since then and look forward to helping them meet their financial goals for many years to come. Our mission is to provide comprehensive financial advice and portfolio analysis services, individually designed for each client, and delivered with the highest level of personal service and professional integrity. I hold a bachelor’s degree in business administration from Mississippi State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Away from the office I enjoy golfing and traveling with my wife Katie and our two sons Jack and Frank. We currently have 1 dog and 3 cats.
I began my financial services career at Southtrust Securities in 2000. I have served the Birmingham area investors since then and look forward to helping them meet their financial goals for many years to come. Our mission is to provide comprehensive financial advice and portfolio analysis services, individually designed for each client, and delivered with the highest level of personal service and professional integrity. I hold a bachelor’s degree in business administration from Mississippi State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Away from the office I enjoy golfing and traveling with my wife Katie and our two sons Jack and Frank. We currently have 1 dog and 3 cats.
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Samuel H. Thompson
- Senior Financial Advisor
As a Financial Advisor and Managing Partner of Village Wealth Management I take pride in working for a practice that puts you first. I am dedicated to helping my clients meet their financial needs and plan for a financial future in a way that helps position them towards achieving their respective goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve and pass along your wealth, I can help.
Before entering the financial services industry, I graduated from The University of Alabama with the degree of Bachelor of Science in Commerce and Business Administration, majoring in Finance with a concentration in Corporate Finance and Investment Management.
Not long after graduation, I began my financial services career as a Financial Advisor with Merrill Lynch in 2011. In 2013, I joined Wells Fargo Bank, N.A. as a Private Banker, where I worked for approximately two years gaining invaluable experience on the opposite side of the balance sheet before returning to my role as a Financial Advisor in 2015. Now, in my twelfth year of Advising, I have over fourteen years of collective industry experience serving Birmingham-area investors and beyond. I look forward to continuing to serve the financial needs and interest of my clients as we work towards achieving their goals and hope to extend those same services to you and your family as well.
Away from the office I also enjoy golfing, travelling, and spending time with my wife Natalie, and daughters Olivia and Emma, and new son Hill.
Before entering the financial services industry, I graduated from The University of Alabama with the degree of Bachelor of Science in Commerce and Business Administration, majoring in Finance with a concentration in Corporate Finance and Investment Management.
Not long after graduation, I began my financial services career as a Financial Advisor with Merrill Lynch in 2011. In 2013, I joined Wells Fargo Bank, N.A. as a Private Banker, where I worked for approximately two years gaining invaluable experience on the opposite side of the balance sheet before returning to my role as a Financial Advisor in 2015. Now, in my twelfth year of Advising, I have over fourteen years of collective industry experience serving Birmingham-area investors and beyond. I look forward to continuing to serve the financial needs and interest of my clients as we work towards achieving their goals and hope to extend those same services to you and your family as well.
Away from the office I also enjoy golfing, travelling, and spending time with my wife Natalie, and daughters Olivia and Emma, and new son Hill.
Contact
Aubrey H. Meadows
- Senior Client Associate
As a Senior Client Associate, I help the team manage our client’s administrative and operational needs. I am in close contact with our clients and pride myself in being readily available to serve them.
Before entering the financial services industry, I graduated from Gainesville State College with a bachelor’s degree. After college I moved to Birmingham, Alabama where I worked as a client associate at a financial firm prior to joining Bryan and Sam’s team.
Outside of the office I enjoy spending time with my husband Jimmy and our daughters Hadley and our newest addition Weslie who was born in November of 2023.
Before entering the financial services industry, I graduated from Gainesville State College with a bachelor’s degree. After college I moved to Birmingham, Alabama where I worked as a client associate at a financial firm prior to joining Bryan and Sam’s team.
Outside of the office I enjoy spending time with my husband Jimmy and our daughters Hadley and our newest addition Weslie who was born in November of 2023.