Brett Laney

Brett Laney

CFP®, AAMS®
312 Merchants Walk 2a Tuscaloosa, AL 35406 call Brett Laney at (205) 759-3023
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Growing up, I began playing sports at age 4 and continued until eventually competing in baseball at the collegiate level. I always thought that I would pursue a career in coaching because I loved the idea of teaching the game to others. Once I began pursuing my graduate degree at the University of Alabama, my dreams took a completely different path. I was introduced to Tom by my favorite graduate school professor (thanks Ms. Jan!). Getting to shadow him as he gave financial advice to his clients became the vision of what I wanted to do with my professional life. I would indeed get to help others, but that help would take the form of putting the pieces of their financial puzzle together rather than teaching them how to throw a curveball.

After finishing my graduate degree at the University of Alabama in 2007, I opened the firm’s second branch office in Tuscaloosa, AL. I have since earned both the CFP® and AAMS® designations. In addition, I became a limited partner with the firm in 2014.

I am a financial advisor primarily to successful business owners who aspire to live a work-optional lifestyle. My firm has developed and refined a 5-step process that allows us to understand what is important to our clients and then partner with them to help achieve their long-term goals.

When I’m not at the office, I enjoy spending time with my wife, Carrie, our son, Luke, and our daughter, Lena. I also love traveling, fitness, attending sporting events and golfing. I am an active member of the community, serving on the board of directors for FOCUS-50 Plus, Boys Scouts of America Black Warrior Council, Tuscaloosa Civitan Club and the Salvation Army.

My Personal Interests

  • Traveling
  • Golfing
  • Music

Office Information

Office Address

312 Merchants Walk 2a Tuscaloosa, AL 35406

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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