Investment advice and financial planning offered through RFG Advisory Group, LLC, a registered investment advisor.      While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their e...

Consulting

RFG Advisory

RFG Advisory's headquarters in Vestavia Hills, AL, United States

Bobby White

Ed Swenson

Rick Wedell

Rick Ohlrich

Jordan Hutchison

Zane Tarence

Doug Coltharp

Stan Graves

Brant McDuffie

Howard Nelson

The Leadership Team at RFG Advisory is responsible for strategic decision-making, overseeing compliance, and guiding the firm’s investment strategies. This team, composed of key executives such as the Founder & CEO, Chief Investment Officer, and Chief Compliance Officer, collaborates to ensure the company meets its goals while providing high-quality investment advice and financial planning services. Their leadership fosters a culture of integrity and excellence within the organization.

Leadership Team

The Advisory Team at RFG Advisory provides expert investment advice and comprehensive financial planning services tailored to meet clients' unique needs. Comprising experienced advisors and a transition specialist, the team works collaboratively to guide clients through their financial journeys, ensuring informed decisions and strategic asset management.

Advisory Team

The Operations & Client Services team at RFG Advisory is dedicated to ensuring a seamless and exceptional client experience. This team coordinates investment processes, manages client inquiries, and supports operational efficiencies, while also overseeing human resources functions and facilitating transitions for new clients. Their goal is to provide timely, effective support that enhances client satisfaction and fosters long-term relationships.

Operations & Client Services

The Compliance and Regulatory team at RFG Advisory ensures that the company adheres to all relevant laws and regulations governing investment advice and financial planning. This team is responsible for monitoring compliance processes, implementing policies, and conducting audits, while also providing guidance and training to staff on regulatory standards. Their efforts help maintain the integrity of the firm's operations and protect client interests.

RFG Advisory

Org chart

Board & advisors

Teams

Leadership Team

Advisory Team

Operations & Client Services

Compliance and Regulatory

Offices

RFG Advisory

Org chart

Board & advisors

Teams

Leadership Team

Advisory Team

Operations & Client Services

Compliance and Regulatory

Offices

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