M. Alan Bishop, Jr., CFA, CFP®

Client Advisor

M. Alan Bishop, Jr., CFA, CFP®

Client Advisor

5 Years Experience

Alan is a Client Advisor working with high net worth individuals and families. He began his career at Welch Hornsby as a client services representative in 2010. Alan graduated from the University of Alabama with a Bachelor of Science in Commerce & Business Administration degree with a major in Corporate Finance Investment. Alan holds the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNER certification. He is a member of the CFA Society of Alabama, the CFA Institute, and the Financial Planning Association.

Alan is active in the local community through his involvement with the Kiwanis Club of Montgomery and the Druids Charity Club which raises money for families affected by pediatric brain cancer.

Alan lives in Montgomery with his wife Brooke and their two young children.