M. Alan Bishop, Jr., CFA
3 Years Experience
Alan is an investment consultant working with high net worth individuals and families. He began his career at Welch Hornsby as a client services representative in 2010. Alan is a graduate of the University of Alabama with a Bachelor of Science in Commerce & Business Administration with a major in Corporate Finance Investment. Alan holds the Chartered Financial Analyst designation, is a member of the CFA Society of Alabama, and the CFA Institute.
Alan and his wife, Brooke, and their daughter attend First United Methodist Church in Montgomery.