Alan Wallace is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the 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 to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves 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 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.
Alan graduated with highest honor from Auburn University. He and his wife, Sandy, live in Montgomery, Alabama and have two grown sons.