Montgomery, AL Branch Office
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Jeff Woody

Executive Director

Market Director

Registered States:
  • AL
  • AR
  • FL
  • GA
  • KY
  • LA
  • MS
  • TN

Jeff Woody

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

Jeff Woody

Executive Director

Market Director

Registered States:
  • AL
  • AR
  • FL
  • GA
  • KY
  • LA
  • MS
  • TN
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

Gregory B. Alford, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • KY
  • MA
  • MD
  • MI
  • MS
  • NC
  • NY
  • OK
  • SC
  • TN
  • VA
  • WY

Gregory B. Alford, CFP

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Gregory B. Alford, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager

Gregory B. Alford, CFP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Custom portfolios
Business owners
Corporate executives

Gregory B. Alford, CFP

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Gregory B. Alford, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • KY
  • MA
  • MD
  • MI
  • MS
  • NC
  • NY
  • OK
  • SC
  • TN
  • VA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Custom portfolios
Business owners
Corporate executives
4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin N. Haynes, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Kevin N. Haynes, CFP

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Kevin N. Haynes, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Retirement Plan Consultant

Kevin N. Haynes, CFP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Business owners
Legacy planning
Retirement Plan consulting
Corporate executives

Kevin N. Haynes, CFP

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Kevin N. Haynes, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Retirement Plan Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Business owners
Legacy planning
Retirement Plan consulting
Corporate executives
4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Daniel Dean, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Daniel Dean, CFP

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Daniel Dean, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Daniel Dean, CFP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Retirement planning
Estate planning strategies
Custom portfolios

Daniel Dean, CFP

4001 Carmichael Road Suite 400
Montgomery, AL 36106

Email Me

Daniel Dean, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Retirement planning
Estate planning strategies
Custom portfolios
4001 Carmichael Road Suite 400
Montgomery, AL 36106

Email Me

Chris Dubberly, CPM

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • FL
  • GA
  • IN
  • KY
  • NC
  • SC
  • TN
  • TX
  • VA

Chris Dubberly, CPM

Credentials

  • Certified Portfolio Manager®
  • Senior Portfolio Manager

Chris Dubberly, CPM

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Estate planning strategies
Custom portfolios
Asset allocation

Chris Dubberly, CPM

Home Worker AL
Home Worker AL, AL 000

Email Me

Chris Dubberly, CPM

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • FL
  • GA
  • IN
  • KY
  • NC
  • SC
  • TN
  • TX
  • VA

Credentials

  • Certified Portfolio Manager®
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Estate planning strategies
Custom portfolios
Asset allocation
Home Worker AL
Home Worker AL, AL 000

Email Me

Leah S. Dubberly, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • FL
  • GA
  • IN
  • KY
  • NC
  • SC
  • TN
  • TX
  • VA

Leah S. Dubberly, CFP

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Leah S. Dubberly, CFP

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst

Leah S. Dubberly, CFP

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Long-term care planning
Retirement planning
Estate planning strategies
Women investors

Leah S. Dubberly, CFP

Home Worker AL
Home Worker AL, AL 000

Email Me

Leah S. Dubberly, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • FL
  • GA
  • IN
  • KY
  • NC
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Long-term care planning
Retirement planning
Estate planning strategies
Women investors
Home Worker AL
Home Worker AL, AL 000

Email Me

Randy Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Randy Watson

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Structured products
Multi-generational families
Business owners

Randy Watson

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

Randy Watson

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Structured products
Multi-generational families
Business owners
4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

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