Linscomb & Williams, a fee-only RIA with $2 billion in assets under management, announced Tuesday it is opening an office in Birmingham, Ala.
"Opening an office in Birmingham is a natural evolution given the commitment of our parent company, Cadence Bank, in the area, J. Harold Williams, the firm's CEO, said in a statement. This move complements our mission to serve clients as a wealth manager and fiduciary.
The office will be led by Sheri Robinson, a senior financial planner with more than 20 years of experience in the industry. Prior to joining the firm in April, she was a wealth strategist for BBVA Wealth Solutions, a subsidiary of BBVA Compass.
In her new role, Robinson will provide wealth management strategies including comprehensive financial planning and investment management.
"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.
