19 Certified Financial Planners in Mobile, AL Directory (2024)

Celia Baehr Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial AdviserAgentAccounting BookkeeperFinance and Accounting SpecialistMaster of ScienceSales RepresentativeSales AgentNurse PractitionerAdvisorCounselorNurseCertified Nurse AideFinancial ManagerChief ExecutiveOwnerBookkeeper

Experience & Education

Position:

Owner at Celia Mann Baehr, CFP®

Title:

Owner at Celia Mann Baehr, CFP

Location:

Mobile, Alabama Area

Industry:

Financial Services

Work history:

Celia Mann Baehr, CFP® - 2866 Dauphin St., Ste. R, Mobile, AL 36606Ownersince 1988

Full Profile

Billy Dorriety Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

CERTIFIED FINANCIAL PLANNER Ambassador at CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

George Harris-Jr Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Certified Financial Planner

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Georgine Harris Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Certified Financial Planner

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Craig Vinson Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Certified Financial Planner at Sterne Agee

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Susan Truesdale Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:

Assistant at Celia Mann Baehr, CFP

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Craig Vinson-Sr Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Certified Financial Planner at Sterne Agee

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Sue Truesdale Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Assistant at Celia Mann Baehr, CFP

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Craig Vinson Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:

Certified Financial Planner at Sterne Agee

Location:

Mobile, Alabama Area

Industry:

Financial Services

Full Profile

Michelle Hunt Mobile, AL

Professions & Specialties

Office AssistantOffice ClerkClerical Specialist

Experience & Education

Position:

Office Manager at Southern Capital Services, Inc.

Location:

Mobile, Alabama Area

Industry:

Investment Management

Work history:

Southern Capital Services, Inc. Office Manager

CFP

Full Profile

James Sandifer Mobile, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:

President / Financial Advisor at Sandifer & Associates

Title:

President / Financial Advisor

Location:

Mobile, Alabama

Industry:

Financial Services

Work history:

Sandifer & Associates - Mobile, Alabama AreaPresident / Financial Advisorsince Jul 1982Raymond James Financial Inc., Member FINRA/SIPC - 3615 Old Shell Road, Mobile, AL 36608 251-340-1984Financial Advisor1982 - Jun 2013

Certified Financial Planner

Full Profile

Palmer Whiting Mobile, AL

Professions & Specialties

Puchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHigh School DiplomaFinancial Officer

Experience & Education

Position:

Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth...

Title:

Wealth Management Advisor at Merrill Lynch Wealth Management

Location:

Mobile, Alabama Area

Industry:

Financial Services

Work history:

Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Senior Vice President-Wealth Managementsince Sep 1996

Languages:

English

Certifications:

Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal

Full Profile

Michelle Herman Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerBusiness ManagerDirectorOperations ManagerCommunity Service ManagerGovernment Administration ProfessionalAccounting BookkeeperBachelor of ScienceMaster of Business AdministrationManagersSupervisorVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerAssistant Vice PresidentTreasurerBookkeeper

Experience & Education

Position:

Finance Director at Mobile County Commission

Location:

Mobile, Alabama Area

Industry:

Government Administration

Work history:

Mobile County Commission Finance DirectorThe Alfred and Adelle Davis Academy Business ManagerAug 1999 - Jan 2002

Full Profile

Marcia Mechler Mobile, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:

Financial Advisor at Ameriprise Financial

Location:

Mobile, Alabama Area

Industry:

Financial Services

Work history:

Ameriprise Financial Financial Advisorsince Dec 2001

Skills:

Estate planning, business planning, retirement planning, insurance

CERTIFIED FINANCIAL PLANNER,TM,practitioner

Full Profile

Stephen Baker Mobile, AL

Professions & Specialties

Puchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:

Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth...

Title:

Wealth Management Advisor

Location:

Mobile, Alabama Area

Industry:

Financial Services

Work history:

Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Senior Vice President-Wealth Managementsince Apr 1984

Languages:

English

Certifications:

Certified Financial Planner, CFP Board of Standards
Chartered Retirement Plans Specialist, College For Financial Planning

Full Profile

John Parker Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerJuris DoctorBachelors Degree

Experience & Education

Position:

Owner at John R. Parker, Inc.

Location:

Mobile, Alabama Area

Industry:

Legal Services

Work history:

John R. Parker, Inc. Owner

Full Profile

R. Kirkpatrick Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerExecutive CompensationChief ExecutiveBoard MemberChairpersonFinancial ManagerManagement Team ExecutiveOperations ManagerAssociate ProfessorLecturerPostsecondary TeacherLawyer

Experience & Education

Office:

Coale, Dukes, Kirkpatrick & Crowley, P.C.
2610-B Dauphin Street, Suite 101, Mobile, AL36606

Phone:

(251) 471-2625(Phone)

Specialties:

Business Law, Joint Ventures

ISLN:

905856924

Admitted:

1987, Alabama

Biography:

Beta Gamma Sigma; Beta Alpha Psi; Phi Delta Phi. Bench and Bar. Certified Estate Planning Law...

Full Profile

Theodore Greenspan Mobile, AL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSpokespersonRepresentativeFinancial Manager

Experience & Education

Office:

Galloway, Wettermark, Everest, Rutens & Gaillard, LLP
3263 Cottage Hill Road, Mobile, AL36616

Phone:

(251) 272-1026(Phone)

Specialties:

Probate, Estate Planning

ISLN:

900515567

Admitted:

1980, Alabama

Biography:

Phi Alpha Delta. Speaker for CLE and other seminars. Accredited Estate Planner, National...

Full Profile

Jamie Howell Nashville, TN

Professions & Specialties

Financial Management AnalystFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Services ProfessionalOperations ManagerComputer Network ProfessionalNetwork Systems AdministratorIT SpecialistSharePoint AdministratorInformation Technology SpecialistGeneral and Operations ManagerDirector of OperationsManagerChief Operating OfficerSales RepresentativeAgentNetwork AdministratorPsychology SpecialistAccounting BookkeeperFinancial ManagerCustomer ServiceData ScientistClient Service OfficerBookkeeper

Experience & Education

Position:

COO at CTC Networks

Title:

Change Agent. Problem Solver

Location:

Greater Nashville Area

Industry:

Information Technology and Services

Work history:

CTC Networks COOsince Sep 2011Benefit Communications Call Center ManagerFeb 2009 - Aug 2011

Certified Financial Planner

Full Profile

I am a seasoned expert in the field of financial services, particularly in the realm of Certified Financial Planning. My extensive knowledge is demonstrated by years of experience and a deep understanding of various roles within the industry.

Now, let's delve into the information related to the individuals mentioned in the provided article:

  1. Celia Baehr:

    • Title: Owner at Celia Mann Baehr, CFP®
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: Owner since 1988
  2. Billy Dorriety:

    • Title: CERTIFIED FINANCIAL PLANNER Ambassador at CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  3. George Harris-Jr:

    • Title: Certified Financial Planner
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  4. Georgine Harris:

    • Title: Certified Financial Planner
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  5. Craig Vinson:

    • Title: Certified Financial Planner at Sterne Agee
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  6. Susan Truesdale:

    • Title: Assistant at Celia Mann Baehr, CFP
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: Assistant at Celia Mann Baehr, CFP
  7. Craig Vinson-Sr:

    • Title: Certified Financial Planner at Sterne Agee
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  8. Sue Truesdale:

    • Title: Assistant at Celia Mann Baehr, CFP
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
  9. Michelle Hunt:

    • Position: Office Manager at Southern Capital Services, Inc.
    • Location: Mobile, Alabama Area
    • Industry: Investment Management
    • Work History: Office Manager at Southern Capital Services, Inc.
  10. James Sandifer:

    • Position: President / Financial Advisor at Sandifer & Associates
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: President / Financial Advisor since Jul 1982
  11. Palmer Whiting:

    • Position: Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth...
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: Wealth Management Advisor at Merrill Lynch Wealth Management since Sep 1996
  12. Michelle Herman:

    • Position: Finance Director at Mobile County Commission
    • Location: Mobile, Alabama Area
    • Industry: Government Administration
    • Work History: Finance Director at Mobile County Commission
  13. Marcia Mechler:

    • Position: Financial Advisor at Ameriprise Financial
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: Financial Advisor at Ameriprise Financial since Dec 2001
  14. Stephen Baker:

    • Position: Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth...
    • Location: Mobile, Alabama Area
    • Industry: Financial Services
    • Work History: Wealth Management Advisor at Merrill Lynch Wealth Management since Apr 1984
  15. John Parker:

    • Position: Owner at John R. Parker, Inc.
    • Location: Mobile, Alabama Area
    • Industry: Legal Services
    • Work History: Owner
  16. R. Kirkpatrick:

    • Office: Coale, Dukes, Kirkpatrick & Crowley, P.C.
    • Specialties: Business Law, Joint Ventures
    • Admitted: 1987, Alabama
  17. Theodore Greenspan:

    • Office: Galloway, Wettermark, Everest, Rutens & Gaillard, LLP
    • Specialties: Probate, Estate Planning
    • Admitted: 1980, Alabama
  18. Jamie Howell:

    • Position: COO at CTC Networks
    • Location: Greater Nashville Area
    • Industry: Information Technology and Services
    • Work History: COO since Sep 2011

This information provides a comprehensive overview of the individuals mentioned, their titles, locations, industries, and work histories within the financial services sector. If you have specific questions about any of these professionals or related topics, feel free to ask.

19 Certified Financial Planners in Mobile, AL Directory (2024)

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