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  • Services
    • Individuals
      • Investments
      • Insurance
      • Financial Planning
    • Businesses
      • Investments
      • Financial Planning
      • Risk Management
      • Business Consulting
        • 401k Planning
  • Team Invista
    • Team Approach
    • Team Members
  • Resources
  • Contact
  • Client Relationship Summary
  • Make an Appointment
  • Client Login

Team Members

Carl “Brandt” McDonald, Jr

Branch Manager

334.387.0094

Lisa M. Free, CPA

Financial Advisor

334.387.0094

Email

Jim Perry

Financial Advisor

334.387.0094

Email

Austin Barranco

Financial Advisor

334.387.0094

Email

Tina McDowell

Registered Sales Associate

334.387.0094

Email

jason-bryant

Jason Bryant, AIF®

Financial Advisor

334.387.0094

Email

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data.

Securities offered through LPL Financial. Member FINRA & SIPC. Advisory services offered through Invista Advisors, a Registered Investment Advisor, and a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, GA, FL, KY, LA, MD, MT, NC, TX, VA.

Advisors associated with InVista Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of InVista Advisors; or (2) solely investment advisor representatives of Invista Advisors and not affiliated with LPL Financial. Investment advice offered through InVista Advisors, a registered investment advisor and separate entity from LPL Financial.

Contact

350 Leavell Circle
Montgomery, AL 36117|

Phone: 334.387.0094
Fax: 334.387.0098
Toll-Free: 888.610.6269

Mon-Fri: 8:00 AM-4:30 PM
Sat-Sun: By Appointment

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