Nowlin & Associates
Nowlin & Associates is a financial planning firm which works as a team with each client's professional advisors. Together, we design, implement and administer a comprehensive lifetime economic plan for any individual or business. Since 1974, Nowlin & Associates has worked throughout Alabama, Georgia, Mississippi and northern Florida, offering an array of quality services and products to meet a wide range of financial needs. Associates in the firm provide ongoing personal service to manage the financial affairs of our individual and business clients with assistance from the latest in financial research technology and analysis software. Our experienced professional support staff assists our account managers in ensuring the highest quality of service to our many valued clients. Nowlin & Associates offers personal and business planning services. We can also work closely with CPAs and attorneys to ensure the most comprehensive and tailored financial plan for your personal or businesses needs. Our account managers are experienced in working with an existing financial team or can assist in putting one together for you to develop a complete financial plan.
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Verified contacts
39
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
2
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- LB
Larry Byrd
Director of Sales and Corporate Development · Other
EmailPhone - SB
Stacy Brasher
Wealth Management Director of Operations · Operations
EmailPhone - BL
Brad Lowe
Wealth Advisor · Finance & Accounting
EmailPhone - JP
Joy Parker
Operations Manager · Operations
EmailPhone - ML
Michelle Little
Operations Manager · Operations
EmailPhone - DP
Deborah Powell
Administrative Assistant · Operations
EmailPhone - JA
John A. Pelham
Clu,chfc,cfp, Msfs, Cfs, Aep · Other
EmailPhone - LD
Leslie Doyle
New Business Administrator · General Business & Management
EmailPhone - MS
Mike Schwallie
Account Manager · Sales & Business Development
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Nowlin & Associates
27 distinct titles indexed · top 10 shown.
- 7financial services professional
- 3financial advisor
- 2operations manager
- 1account manager
- 1acquisition director
- 1administrative assistant
- 1assistant
- 1ceo emeritus and founder
- 1chief investment officer
- 1chief wealth strategist
- +17more titles
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