As a financial advisor for the past 15 years, I have met some truly amazing people. Working primarily with successful business owners, corporate executives and retirees, I have the privilege of interacting and problem-solving for them on an almost daily basis.
We work with a limited number of clients so that we can provide the highest degree of service to each of them. Whether it is deciding when to sell a business, tax-sensitive investing strategies, understanding complex company stock options, planning to provide income during retirement or estate consideration approaches to transition wealth to the next generation — we absolutely enjoy being our clients' financial advisor who works closely with their attorney and CPA to make sure their strategy is executed properly.
I played collegiate baseball for three years before transferring and graduating from the University of Alabama in 2006. I also attained a master's degree in financial planning from the Capstone the following year. I then opened Edward Jones' second branch office in Tuscaloosa in 2007 and became a limited partner with the firm in 2014. I have earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ certifications, as I strive to continually increase my knowledge of finances, investment strategies and the economic environment.
Our team consisting of myself, Kate Russell and Jennifer Colvin has a combined 45 years of experience in the financial industry.
When I’m away from the office, I love to spend as much time as possible with my beautiful wife, Carrie, and our two children, Luke and Lena.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
Phone NumberBrett Laney at (205) 759-3023
|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|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More