Years of Experience
5-20+ Years
Mobile, AL
24 Years Experience
0 Disclosures
ADVISOR BIO
Andrew John Meyers is a financial professional with over 22 years of experience in the financial services industry. Andrew is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative (IAR). He is also a licensed insurance agent with Andrew Meyers's Insurance Agency. Andrew holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. He is a Chartered Financial Consultant. Andrew is committed to providing his clients with comprehensive financial planning and investment advice. He specializes in working with individuals, families, and small businesses.
SPECIALIZATIONS
MOBILE, AL
14 Years Experience
1 Disclosures
ADVISOR BIO
Brenton Kyle Daughdrill is a financial advisor with Morgan Stanley. Brenton Kyle Daughdrill has been in the financial industry since 2010. Brenton Kyle Daughdrill is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Brenton Kyle Daughdrill is also registered with the state of Alabama. Brenton Kyle Daughdrill offers investment advice to individuals, families, and businesses. Brenton Kyle Daughdrill is committed to providing clients with personalized financial advice and investment solutions. Brenton Kyle Daughdrill has a strong track record of success in the financial services industry. Brenton Kyle Daughdrill has a wide range of experience in financial planning, investment management, and retirement planning. Brenton Kyle Daughdrill is a member of the Morgan Stanley team, which provides clients with access to a wide range of resources and expertise. Prior to working at Morgan Stanley, Brenton Kyle Daughdrill was employed at BBVA Compass Investment Solutions, Inc, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
SPECIALIZATIONS
Mobile, AL
21 Years Experience
0 Disclosures
ADVISOR BIO
Brian Casey is a financial advisor with over 20 years of experience in the industry. Brian has been registered with State Farm Investment Management Corp. since August 2018. Previously, Brian was registered with Wachovia Securities, LLC and Legg Mason Wood Walker, Incorporated. Brian holds the Series 66, Series 7 and Series 6TO licenses. Brian also holds the Chartered Financial Consultant designation. Brian is based in Mobile, Alabama and is also registered with the State of Alabama.
SPECIALIZATIONS
MOBILE, AL
16 Years Experience
0 Disclosures
ADVISOR BIO
Caroline Guy is a financial advisor who has been in the industry since 2008. She is currently registered with Morgan Stanley, where she provides financial planning and investment advice to individuals, families, and businesses. Caroline has a wide range of experience in the financial services industry, including time spent at Wells Fargo Advisors and Commerce Square Trading, LLC. She holds the Series 7, 9, 10, 24, 52TO, 53, 63, 66, and 99TO licenses and is registered to offer investment advice in 56 states and the District of Columbia.
SPECIALIZATIONS
MOBILE, AL
24 Years Experience
0 Disclosures
ADVISOR BIO
Cassandra Lynn Samaj is a financial advisor at Morgan Stanley. Cassandra has been in the financial services industry since 2000 and has a diverse background. She has worked for several prominent firms including Wells Fargo Advisors, UBS Financial Services Inc., AmSouth Investment Services, Inc., and A.G. Edwards & Sons, Inc. Cassandra holds Series 7, 31, 63, and 66 licenses, as well as the SIE exam. Cassandra is registered with the state of Alabama as a Registered Representative and Investment Advisor Representative. Cassandra is licensed to provide investment advice to individuals, corporations, and other entities. She has a strong commitment to providing her clients with personalized financial planning and investment advice.
SPECIALIZATIONS
MOBILE, AL
5 Years Experience
0 Disclosures
ADVISOR BIO
Catherine Ashley Johnson is a registered representative with Morgan Stanley. Catherine has been in the industry since August 30, 2019, and has experience at Raymond James Financial Services, Inc. Catherine holds a Series 7TO, SIE, and Series 7 license. Catherine has also passed the Uniform Combined State Law Examination. Catherine is currently registered with the state of Alabama and Texas. Catherine is located in the Mobile, Alabama branch office of Morgan Stanley.
SPECIALIZATIONS
MOBILE, AL
0 Disclosures
ADVISOR BIO
Charles Robinson Hanes is an Investment Advisor Representative with Leavell Investment Management, Inc., based in Mobile, Alabama. Charles has been in the financial services industry for over 5 years. Charles is a Certified Financial Planner® and is registered with the state of Alabama. Charles specializes in providing financial planning, portfolio management and retirement planning services to individuals, corporations and retirement plans.
SPECIALIZATIONS
MOBILE, AL
15 Years Experience
0 Disclosures
ADVISOR BIO
Chesley Allegri is a financial advisor in Mobile, AL. Chesley has been working in the financial industry since 2009. Chesley is a registered representative with Morgan Stanley. Chesley's past experience includes time at Stifel, Nicolaus & Company, Incorporated, Sterne Agee & Leach, Inc., and MML Distributors, LLC.
SPECIALIZATIONS
MOBILE, AL
0 Disclosures
ADVISOR BIO
Christopher Nix is an Investment Advisor Representative at Leavell Investment Management, Inc. Christopher has been in the industry since July 2013. Christopher is licensed in Alabama. Christopher Nix is a Registered Representative of Leavell Investment Management, Inc., a Registered Investment Advisor. Christopher's areas of specialization include providing financial planning, education, and consulting to clients of Leavell Investment Management, Inc. and its clients. Christopher's experience includes working with clients in retirement planning.
SPECIALIZATIONS
MOBILE, AL
20 Years Experience
0 Disclosures
ADVISOR BIO
Christopher Conway Schatzman is a financial advisor registered with Morgan Stanley. Christopher has been in the financial industry since April 2005. Christopher is licensed to provide investment advisory services in Alabama and Texas. Christopher is also licensed to provide securities related services in 28 states. Christopher previously worked at Citigroup Global Markets Inc. and Park Avenue Securities LLC.
SPECIALIZATIONS