2014

Linscomb & Williams Wealth Management Firm Expands to Birmingham, AL with Veteran Financial Leadership

HOUSTON, Texas and BIRMINGHAM, Ala., April 23, 2013 /PRNewswire/ -- Linscomb & Williams, a fee-only financial advisory firm established in 1971, is pleased to announce that it is opening an office in Birmingham, Alabama. The office will be led by Sheri Robinson, previously a Wealth Strategist for one of Birmingham's large wealth management providers. Sheri will provide wealth management strategies including comprehensive financial planning and investment management.

"Opening an office in Birmingham is a natural evolution given the commitment of our parent company, Cadence Bank, in the area. This move complements our mission to serve clients as a wealth manager and fiduciary. We are excited by the opportunities that it represents," said CEO, J. Harold Williams.

Sheri E. Robinson, CPA, CFP®, AEP® is a Senior Financial Planner with more than 20 years of financial services experience. Sheri joins the firm from a bank with a national presence where she provided financial and estate plans of the highest quality, while establishing collaborative working relationships with every client she served. She earned her B.S. in Accounting from the University of Alabama at Birmingham. Sheri is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Estate Planner®, and holds a Series 7 and 66 registrations.

"We couldn't have asked for a better person to lead our efforts in the Alabama market than Sheri," says Jim Atkinson, Executive Vice President for Linscomb & Williams. "She is a highly accomplished wealth advisor whose talents and experience will help Linscomb & Williams grow. It is with great pride that we welcome Sheri to our firm."

Please visit www.linscomb-williams.com for complete wealth advisor bios and more information on the firm's Birmingham office.

About Linscomb & Williams

For over 40 years, Linscomb & Williams has provided wealth management expertise to affluent individuals and families. Based in Houston, Texas, Linscomb & Williams is a Registered Investment Advisor that specializes in retirement, estate and tax planning, and wealth management. The fee-only firm currently has $2 billion in assets under management. To learn how Linscomb & Williams can provide industry-leading solutions for you and your family, visit www.linscomb-williams.com.

Contact: Sheri Robinson
Tel: 205-868-3331
Toll Free: 800-960-1200
Email

This press release was issued through eReleases® Press Release Distribution. For more information, visit http://www.ereleases.com.

 

 

 

SOURCE Linscomb & Williams



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