Wealth AdvisorO: (205) 397-2474 DIRECT E: firstname.lastname@example.org
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
10777 Sunset Office Drive, Suite 300A
Sunset Hills, MO 63127
As the son of a judge and a public school teacher, Counce grew up with a value system that stressed integrity and ethics. He has a heart of an educator instilled within him and brings these values to his role as your financial advisor.
During the first phase of his career, Counce sat behind a big trading desk at some very prestigious firms in Nashville and Birmingham. But he soon realized being Vice President of fixed income institutional sales wasn’t a good fit. It wasn’t what he wanted to do. He wanted to work one-on-one with people. He wanted to talk to people, get to know them, roll up his sleeves, and take care of things that really matter for individuals and families. So, he embarked on the next phase of his career and joined RFG as an independent financial advisor.
And today, he’s helping people. Today, Counce creates holistic financial plans to help his clients achieve their financial goals. Basically, he helps make bright financial futures possible—and he enjoys every minute of it.
He’s a graduate of the University of Alabama and holds all the licenses and credentials—like Series 7, 63, 65, 24 —he needs to do his job. And do it well.
Outside of work, Counce tries to spend as much time as possible with his wife and two young daughters, while also slipping in some hunting and golfing when he can. He also serves as treasurer—what else would he serve as—for the Birmingham Sunrise Rotary Club.
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