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D. Alan Wallace, CFA®, CWS®, ChFC®, CLU®, CKA®

Sr. Private Wealth Advisor
Montgomery, AL

Alan Wallace is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Montgomery, Alabama.

As an experienced wealth advisor to individuals, families, and businesses, Alan uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Alan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1997, Alan was a Senior Financial Analyst with the Clements Agency of New England Financial. In addition, Alan founded his own fee-only financial planning and investment management firm in the mid-1980s in Dothan, Alabama.

Active in the Montgomery community, Alan is involved with several professional organizations, including the CFA® Institute, the Alabama Society of Financial Analysts, the Society of Financial Service Professionals, the National Association of Personal Financial Advisors, and the Estate Planning Council of Montgomery. He has been an active church leader, president of the Montgomery Sunrise Rotary Club, and a charter member of the Chairman’s Circle of the Montgomery Area Chamber of Commerce.

Alan graduated with highest honor from Auburn University. He and his wife, Sandy, live in Montgomery, Alabama and have two grown sons.

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