Professional Advisors
The HudsonAlpha Professional Advisors Council is comprised of some of the community’s top legal, wealth management, accounting and estate planning professionals. The group was created to help grow the Foundation’s planned giving program and increase membership in HudsonAlpha’s Double Helix Society. The Double Helix Society is a donor recognition program for individuals who include HudsonAlpha in their estate plans.
The Council advises the HudsonAlpha Foundation on changing needs of professional advisors and helps to broaden the circle of advisors who may recommend HudsonAlpha as an outlet for their long-term philanthropic goals.
Members attend educational lunch-and-learn sessions three times a year. Membership is by invitation only. For more information contact Jeff Moore at jemoore@hudsonalpha.org.
First Name | Last Name | Organization | Title | Phone # | |
Liz | Abel | Lanier Ford | Attorney | 256-535-1100 | ewa@lanierford.com |
Mae | Adams | ServisFirst Bank | Private Banking Officer | 256-722-7855 | MAdams@servisfirstbank.com |
Tom | Albright | BMSS Advisors & CPAs | CPA, Member | 256-964-9800 | talbright@bmss.com |
Gary | Anglin | Anglin Reichman Armstrong | Managing Partner | 256-533-1040 | ganglin@anglincpa.com |
Alan | Bibb | Melvin, Bibb, Segars & Associates, P.C. | CPA, Partner | 256-533-7040 | abibb@mbs-cpa.com |
JEP | Buchanan | United Community Bank | SVP, President | 256-319-3612 | jep_buchanan@ucbi.com |
Jack | Burwell | Jackson P. Burwell PC | Attorney | 256-533-5300 | jackson.burwell@att.net |
Ben | Calvert | Synovus | Financial Advisor | 256-551-3392 | bencalvert@synovus.com |
Joe | Campbell | Baker Donelson | General Counsel for Huntsville Hospital | 256-535-1100 | jcampbell@bakerdonelson.com |
Wes | Clayton | Twickenham Advisors | Founder, Managing Director, Partner | 256-213-1150 | brellingworth@twickenhamadvisors.com |
Bryan | Cole | Riverfront Wealth Management | Financial Advisor, Managing Partner | 256-564-6468 | Bryan.cole@riverfront-wm.com |
Shanna Marie | David | New York Life Insurance | Financial Professional & Insurance Agent | 256-293-5339 | smdavid@ft.newyorklife.com |
Daryl | Davis | Leo Law Firm | Managing Partner | 256-539-6000 | ddavis@leo-law.com |
Dick | Fountain | Valent Group LLC | Senior Vice President | 256-534-1944 | dfountain@valentgroup.com |
Paul | Frederick | Maynard Cooper Gale | Attorney | 256-536-3533 | pfrederick@maynardcooper.com |
Richard | Gregory | Midtown Wealth Partners | Wealth Partner | 256-444-6199 | rgregory@midtownwp.com |
Stephanie | Hendon | Edward Jones | Financial Advisor | 256-217-1556 | stephanie.hendon@edwardjones.com |
Russ | Henshaw | Madison Street Wealth Advisors of Raymond James | First Vice President, Investments Financial Advisor | 256-947-5102 | Russ.Henshaw@raymondjames.com |
Chris | Hinson | Hinson & Hinson Attorneys at Law | Attorney | 256-382-5863 | chinson@hinsonlaw.com |
Brian | Hinson | Bridgeworth + Savant | Managing Partner | 256.970.6890 | bhinson@savantwealth.com |
Mike | Johnston | Bryant Bank | Executive Vice President | 256-535-1046 | mike.johnston@bryantbank.com |
Brian | Jones | Riverfront Wealth Management | Finacial Advisor, Managing Partner | 256-898-6334 | Brian.jones@riverfront-wm.com |
Charles | Jones | Merrill Lynch | Senior Vice President, Certified Financial Planner | 256-650-2428 | charles_jones2@ml.com |
Pennie | Keene | Morgan Stanley | Senior Vice President, Financial Advisor | 256-690-5801 | penelope.keene@morganstanley.com |
Phillips | Kling | Madison Street Wealth Advisors of Raymond James | Financial Advisor | 256-947-5091 | phillips.kling@raymondjames.com |
James | Lancaster | Regions Bank | Financial Advisor | 205-233-1469 | james.lancaster@regions.com |
Jason | Landers | Keel Point | Senior Wealth Advisor | 256-704-5111 | jlanders@keelpoint.com |
Scott | Ludwig | Bradley Arant Boult Cummings, LLP | Attorney, Partner | 256-517-5100 | sludwig@bradley.com |
Doug | Martinson | Martinson & Beason, PC | Attorney, Partner | 256-533-1667 | sludwig@bradley.com |
Todd | McBride | Morgan Stanley – The Monte Sano Group | Senior Vice President | 256-519-4040 | todd.o.mcbride@morganstanley.com |
Riley | Parker | PNC Bank | VP, SR. Relationship Strategist | 256-532-6140 | riley.parker@pnc.com |
JoAnn | Perez | Perez Law, P.C. | Founder & Estate Planning Attorney | 256-536-3890 | jperez@perezlaw.us |
Alex | Pols | Morgan Stanley – Pols/Mantooth Group | Financial Advisor | 256-690-5479 | alexander.pols@morganstanley.com |
Gene | Pospicil | Raymond James – Financial Strategies Group | Senior Managing Member, Branch Manager | 256-705-0300 | gene.pospicil@raymondjames.com |
Kristie | Ray | Bryant Bank | Assistant Vice President | 256-535-1057 | kristie.ray@bryantbank.com |
Clay | Roundtree | SouthState Bank | Private Banking Relationship Manager | 256-694-9325 | clay.roundtree@southstatebank.com |
Chris | Russell | Linscomb & Williams | Principal, Wealth Advisor | 256-214-9713 | crussell@linscomb-williams.com |
Gary | Saliba | Pretium Valuation Group, LLC | Principal & Co-Founder, Certified Financial Planner | 256-539-3965 | gary@pretiumvaluation.com |
Allyson | Sanders | SmartBank | Private Banker | 256-508-7907 | allyson.sanders@smartbank.com |
Mike | Segars | Melvin, Bibb, Segars & Associates | CPA | 256-533-7040 | mike@mbs-cpa.com |
Jared | Sharp | Warren Averett, LLC | CPA | 256-713-2658 | jared.sharp@warrenaverett.com |
Patrick | Shields | The Shields Group at Morgan Stanley | Financial Advisor | 256-690-5580 | patrick.shields@morganstanley.com |
Tim | Sieja | Thrivent Financial | Financial Associate | 256-883-5509 | tim.sieja@thrivent.com |
Brandy | Smith | Renasant Bank | Sr. Vice President | 256-722-7824 | bbrannon@renasant.com |
Christopher | Smith | Edward Jones | Financial Advisor | 256-850-3153 | christopher.smith2@edwardjones.com |
Jessica | Smith | Longview Financial Advisors | President | 256-534-1196 | jessica@longviewfa.com |
Will | Smith | Smith Thronton Advisors | Director of Wealth Management, CFA | 256-715-7715 | will.smith@smiththornton.com |
Grant | Thomson | Morgan Stanley | First Vice President, Investment Management Consultant | 256-535-2852 | grant.thomson@morganstanley.com |
John | Watts | Madison Street Wealth Advisors of Raymond James | Managing Director, Investments | 256-947-5100 | john.p.watts@raymondjames.com |
Leslie | Watts | Merit Bank | Vice President Treasury Management Officer | 256-692-8738 | leslie.watts@meritbank.com |
Amanda | Weaver | Bank Independent | SVP, Private Banking Leader | 256- 532-1036 | aweaver@bibank.com |
Tasha | Webie | Principal | Financial Advisor | 205-734-4072 | webie.tasha@principal.com |
Ray | White | Warren Averett, LLC | CPA, Managing Member | 256-713-2686 | raywhitecpa@gmail.com |
Greg | Whitehead | Melvin, Bibb, Segars & Associates, P.C. | CPA, Associate Partner | 256-533-7040 | greg@mbs-cpa.com |
Jeff | Wilson | Life Steps Bank & Trust | Vice President Banking Executive | 256-337-5701 | jeff.wilson@lifestepsbank.com |
Lori | Womack | Womack & Associates, LLC | CPA | 256-534-1360 | lwomack@womackassociatesllc.com |
The HudsonAlpha Foundation, a 501(c)(3) nonprofit organization, is the supporting entity for the HudsonAlpha Institute for Biotechnology. Tax-deductible contributions to the foundation are for the sole purpose of advancing the mission of the HudsonAlpha Institute for Biotechnology.
Tax identification #27-2320591