Allen R. Taylor, QFP, RFC | President
"Helping clients succeed, walking with clients in their decision-making, and watching families grow closer because of proper planning; that is what drives me as an advisor."
Allen Taylor founded Wealth Strategies, LLC, in 2002 with the goal of providing clients with tailored solutions for their changing financial needs. Allen values quality relationships with his clients above all else and feels the primary landmark of his business is his devotion to his clients.
Allen has been involved in the banking and financial services profession for over 30 years. He is a 1995 graduate of Birmingham-Southern College where he received a Bachelor of Science in Business Administration and Finance. He is a member of the International Association of Qualified Financial Planners (IAQFP) as well as a Registered Financial Consultant (RFC).
As a part of his ongoing commitment to his profession, Allen enjoys sharing his extensive knowledge by teaching investment and retirement planning to other financial professionals. Allen also works to educate those who are interested through public speaking, teaching workshops and offering classes at Auburn University and several other schools in the southeast.
Allen, his wife, Donna, and their two daughters are active members of Hunter Street Baptist Church in Hoover, Alabama, where he served on the finance committee, plays in the orchestra and teaches a Sunday school class. Allen is also a licensed pilot who shares his love of flying by volunteering with both Angel Flight and EAA Young Eagles.
Allen is an investment advisor representative with, and offers securities and advisory services through, FSC Securities. Check the background of this investment professional on FINRA BrokerCheck.
Don Hall, AAMS | Financial Advisor
"Behind portfolios, spreadsheets, and questionnaires, there is a client- a person- with a family and legacy. It is my job to separate the noise from the reality, so those clients can focus on what is important to them."
After more than 25 years of experience in the financial services industry, Don joined Wealth Strategies, LLC, in October of 2011. As a Financial Advisor* of FSC Securities, Don assists families and individuals that are nearing retirement and preparing for what should be some of the best years of their lives.
Using a proven process, Don sets up a blueprint that his clients can follow in retirement. He customizes and monitors each strategy and commits to meeting with his clients regularly to review their goals and progress. Over the last three decades, Don has worked with clients to solve a wide variety of financial issues. He appreciates and values having long-term relationships and has become well known for his personal commitment to each client. As a former educator, Don specializes in simplifying complex ideas and presenting them in a clear and compelling style.
Don is a graduate of Arkansas Tech University, Northwestern University, Mid-South School of Banking, and the American Bankers Association Trust School. Don has been on and presided over numerous faith based, charitable, civic, and community organizations throughout his lifetime. He enjoys traveling and spending time with his wife, three children, and five grandchildren.
Don is an investment advisor representative with, and offers securities and advisory services through, FSC Securities. Check the background of this investment professional on FINRA BrokerCheck.
James A. Waters, Jr. | Financial Advisor
"My greatest satisfaction comes from listening to people’s stories and having the opportunity to be an active partner in bringing financial independence and prosperity to their lives."
Jimmy started his career as a Financial Advisor in 1994 at Merrill Lynch, and most recently served as Vice-President, Senior Financial Advisor at Ameriprise Financial before joining Wealth Strategies in 2017. He graduated from the University of Alabama at Birmingham with a degree in Finance with a concentration on Investments and Institutions.
Jimmy started in the business with the simple notion of trying to make people’s lives better. He knows that communication, education, and exceptional service are the tools necessary to help his clients create lasting wealth. Rather than simply providing solutions, Jimmy strives to engage in a dialogue that emphasizes goals-based planning to ensure that clients fully understand what is required to achieve their objectives. Personalized service, trust, and uncompromising integrity are the foundation of every client relationship.
Jimmy lives in Birmingham with his wife, Kate, and their daughter, Virginia. A former collegiate tennis player, Jimmy is an avid golfer, and enjoys running and biking. He and his family are active members of Independent Presbyterian Church, where he has served on the Focus on Faith Committee and as Moderator of the Board of Deacons.
Jimmy is an investment advisor representative with, and offers securities and advisory services through, FSC Securities. Check the background of this investment professional on FINRA BrokerCheck.
Kendra Smith | Office Manager
“Every client is an individual and deserves a stellar service experience.”
Since 2008, Kendra Smith has served as the Office Manager for Wealth Strategies, LLC. Kendra is skilled at keeping things orderly and systematized, and she enjoys helping fellow administrative assistants do the same.
Kendra believes the sweet spot of success in an advisory office exists where advisors are freed to advise by administrators who are freed to administrate. She feels this is key to providing clients with a stellar service experience. Kendra holds a Bachelor of Business Administration from the University of Montevallo and has worked in financial services for more than ten years.
She is actively involved with The Church at Shelby Crossings where she serves on the Stewardship Team and works with the Firehouse Shelter cooking ministry. She is the mother of two married children and grandparent to one grand-dog.
Kim Fredrick | administrative Assistant
“The best part of this job is getting to know the clients on a personal level. They trust us with their futures, so it is extremely important to me that we get to know them as people, not just as clients.”
Kim Fredrick serves as an Administrative Assistant with Wealth Strategies. While her primary role is managing clerical responsibilities for our advisors, we don’t know what we did before Kim joined the team. She is an integral part of our ability to deliver personalized attention to each client that works with Wealth Strategies. Often the first face you see when you walk into our Birmingham office, Kim is our front line for customer service.
Kim believes in the philosophy that each client is unique, and her favorite part of working with Wealth Strategies is getting to know each client personally. She routinely surprises our clients by knowing their birthdays, their children’s names, their pets names and other personal details.
A mother of three, Kim holds a degree in Office Administration from Eastern Kentucky University and is an active member and volunteer at Church of the Highlands.
Pam Ingram | Registered Assistant
“Changing advisors can be a stressful experience for clients. It’s my job to build trust and help each client feel comfortable with the team at Wealth Strategies.”
As a client liaison with Wealth Strategies, LLC, Pam’s primary role is to help transition clients who are transferring to Wealth Strategies from another planner or advisor. Her mission is to make the transition seamless and comfortable for every client as they begin to work with Wealth Strategies.
Pam’s favorite part of working with clients is getting to know them over the years and helping them navigate the administrative financial requirements involved with investing. She views her clients as family, and she goes out of her way to make sure every need is met.
Pam and her husband Tom have been married for 34 years. Avid animal lovers, they are happiest when hiking at Red Mountain with their dogs.
Pam is a Registered Assistant with FSC Securities. Check the background of this investment professional on FINRA BrokerCheck.
Terry Calloway | Registered Assistant
“The best thing about being at Wealth Strategies is getting to know each client. Nothing brightens my day more than learning someone’s life story.”
Terry has been an essential part of Wealth Strategies, LLC, since 2007. As a Registered Assistant with FSC Securities. Terry holds Series 6, Series 7, and Series 63 licenses. While her primary role is keeping Allen well organized when he is in Lake Charles, Terry also provides administrative support to our other offices via our internet-based systems. As the first face people see when they walk through the door to the Louisiana office, Terry loves developing and maintaining relationships with clients.
Check the background of this investment professional on FINRA BrokerCheck.