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 quarterly education sessions, receive special updates, are featured on HudsonAlpha’s website, and have the opportunity to present in their areas of expertise at planned giving seminars hosted by HudsonAlpha. Membership is by invitation only. For more information contact Jeff Moore at [email protected].

Professional Advisors Directory
First Name Last Name Organization Title Phone # Email
Liz Abel Lanier Ford Attorney 256-535-1100 [email protected]
Tom Albright BMSS Advisors & CPAs CPA, Member 256-964-9800 [email protected]
Mae Adams ServisFirst Bank Private Banking Officer 256-722-7855 [email protected]
Gary Anglin Anglin Reichman Armstrong Managing Partner 256-533-1040 [email protected]
Alan Bibb Melvin, Bibb, Segars & Associates, P.C. CPA, Partner 256-533-7040 [email protected]
Jack Burwell Jackson P. Burwell PC Attorney 256-533-5300 [email protected]
Ben Calvert Synovus Financial Advisor 256-551-3392 [email protected]
Joe Campbell Baker Donelson General Counsel for Huntsville Hospital 256-535-1100 [email protected]
Wes Clayton Twickenham Advisors Founder, Managing Director, Partner 256-213-1150 [email protected]
Bryan Cole Riverfront Wealth Management Finacial Advisor, Managing Partner 256-898-6334 [email protected]
Daryl Davis Leo Law Firm Managing Partner 256-539-6000 [email protected]
Christel Dunn Stanley Dunn Wealth Management Group Vice President 256-650-2462 [email protected]
Kevin Fernandez Fernandez Financial Group President CEO 256-210-9258 [email protected]
Dick Fountain Valent Group LLC Senior Vice President 256-534-1944 [email protected]
Paul Frederick Maynard Cooper Gale Attorney 256-536-3533 [email protected]
Richard Gregory Oak Tree Financial Financial Advisor 256-704-9445 [email protected]
Chris Helton Synovus Financial Advisor 256-551-3375 [email protected]
Stephanie Hendon Edward Jones Financial Advisor 256-217-1556 [email protected]
Chris Hinson Hinson & Hinson Attorneys at Law Attorney 256-382-5863 [email protected]
Brian Hinson Bridgeworth Wealth Management Managing Partner 256.970.6890 [email protected]
Mike Johnston Bryant Bank Executive Vice President 256-535-1046 [email protected]
Brian Jones Wells Fargo Advisors Senior Financial Advisor 256-551-4041 [email protected]
Brian Jones Riverfront Wealth Management Finacial Advisor, Managing Partner 256-898-6334 [email protected]
Charles Jones Merrill Lynch Senior Vice President, Certified Financial Planner 256-650-2428 [email protected]
Pennie Keene Morgan Stanley Senior Vice President, Financial Advisor 256-690-5801
James Lancaster Regions Bank Financial Advisor 256-532-4654 [email protected]
David Little Keel Point, LLC Wealth Advisor 256-704-5111 [email protected]
Scott Ludwig Bradley Arant Boult Cummings, LLP Attorney, Partner 256-517-5100 [email protected]
Doug Martinson Martinson & Beason, PC Attorney, Partner 256-533-1667 [email protected]
Todd McBride Morgan Stanley – The Monte Sano Group Senior Vice President 256-519-4040 [email protected]
Alex Pols Morgan Stanley – Pols/Mantooth Group Financial Advisor 256-690-5479 [email protected]
Kristie Ray Bryant Bank Assistant Vice President 256-535-1057 [email protected]
Chris Russell Linscomb & Williams Principal, Wealth Advisor 256-214-9713 [email protected]
Gary Saliba Pretium Valuation Group, LLC Principal & Co-Founder, Certified Financial Planner 256-539-3965 [email protected]
Mike Segars Melvin, Bibb, Segars & Associates CPA 256-533-7040 [email protected]
Patrick Shields The Shields Group at Morgan Stanley Financial Advisor 256-690-5580 [email protected]
Brittney Shonk First Horizon Bank Vice President, Private Banking, Relationship Manager 256-519-4363 [email protected]
Tim Sieja Thrivent Financial Financial Associate 256-883-5509 [email protected]
Christopher Smith Edward Jones Financial Advisor 256-850-3153 [email protected]
Jessica Smith Longview Financial Advisors President 256-534-1196 [email protected]
Brandy Smith Renasant Bank Sr. Vice President 256-722-7824 [email protected]
Grant Thomson Morgan Stanley First Vice President, Investment Management Consultant 256-535-2852 [email protected]
John Watts Madison Street Wealth Advisors of Raymond James Managing Director, Investments 256-947-5100 [email protected]
Amanda Weaver Bank Independent SVP, Private Banking Leader 256- 532-1036 [email protected]
Ray White Warren Averett, LLC CPA, Managing Member 256-713-2686 [email protected]
Greg Whitehead Melvin, Bibb, Segars & Associates, P.C. CPA, Associate Partner 256-533-7040 [email protected]
Lori Womack Womack & Associates, LLC CPA 256-534-1360 [email protected]

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