|Alan develops customized portfolios and financial plans to help meet each client’s specific objectives and goals. He assists clients in properly allocating and diversifying their assets in order to achieve long term goals. He is licensed to manage investments using stocks, bonds, mutual funds, ETFs, closed-end funds, and separately managed accounts.
Alan joined Wunderlich as a Financial Advisor in 2009. Prior to Wunderlich, he was a trading desk associate for Stanford Group Company. Alan attended Mississippi State University, where he earned his degree in Business Administration with a major in finance and minor in economics. He earned a Master’s degree in Business Administration with a concentration in Finance from the University of Tennessee. As a student, Alan was a Torch Fund manager at The University of Tennessee, managing a $250,000+ equity portfolio for Jim Haslam.
He is a Memphis native and currently lives in Germantown with his wife Kristin and two children. He is a member of Our Lady of Perpetual Help Catholic Church in Germantown. Alan also serves as a member on The City of Germantown Financial Advisory Commission.