Alan Wallace

Alan Wallace, CFA®, CWS®, ChFC®, CLU®

Sr. Private Wealth Advisor
Birmingham, AL
alan.wallace@bluetrust.com
(334) 270-5960
Follow on LinkedIn

Alan Wallace is a senior private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Birmingham, Alabama.

As an experienced wealth advisor to individuals, families, and businesses, Alan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Alan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust in 1997, Alan was a senior financial analyst with the Clements Agency of New England Financial. In addition, Alan founded his own fee-only financial planning and investment management firm in the mid-1980s in Dothan, Alabama.

Alan graduated with highest honor from Auburn University. He and his wife, Sandy, live in Montgomery, Alabama and have two grown sons.

Testimonials

 
PreviousNext
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Alan

  • How Much is Enough?

  • What You Need to Know Before Filing an Insurance Claim

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
Atlanta SEO Company
© Copyright 2025 Blue Trust, Inc.