Financial Advisor Near Mobile, AL

The journey of our firm goes back over 30 years, originally operating as Adams & Associates, founded by General Agent Jeffrey Adams. Mr. Adams was very well respected and a pillar of the community in Mobile, Alabama. In 2012, after being diagnosed with leukemia, Mr. Adams retired. Our firm went through a transformation and a new firm name was birthed, Strategic Wealth Specialists, under the leadership of Christopher Roussel. Through new processes and leadership, along with the impact we were making with our clients, we began to grow both internally and externally. Between the years 2012-2016, the number of Financial Representatives more than doubled and we began opening new offices and partnerships. In 2017, a partnership began in Pensacola, FL with General Agent Lee Harrison. This brought on additional new opportunities. In 2018, at the retirement of Lee Harrison, another partnership formed with General Agent Stewart Davis and North Florida Financial. As of January 2020, we have office locations in Mobile, Pensacola, Crestview, Tallahassee, Jacksonville, and Tampa with over 100 Financial Professionals. Our firm's focus is on being a financial firm that provides “ light and truth” in the community for personal and business finances. Using The Living Balance Sheet®, we assist our clients in building long term financial independence. Our most important job is providing financial confidence and an abundant life for those we serve. We continue to grow our team, our footprint, and our resources, to provide clients with protection and financial confidence.

About Strategic Wealth Specialists