Welcome to First Financial Group of the South
Mission Statement
It is the mission of First Financial Group of the South to assist individual and business owner clients in developing the financial strategies necessary to meet their financial goals.
Our Process
First Financial Group of the South associates strive to provide clients with personalized, detailed direction and information.
Compensation
Clients seeking financial planning may engage FFG of the South services on a fee basis through our relationship with Lincoln Financial Advisors.
Meet Our Team
In today's complex financial world, it is difficult for any one person to have expertise in all of the fields that can affect a client's financial future. The members of First Financial Group of the South have experience in a wide variety of business owner and financial areas. This experience, along with the technical knowledge gained through the attainment of professional designations, allows our Associates to design financial plans that are not only technically correct but also provide practical, common-sense advice.
National Planning Team
Robert E. Appel, J.D.*, LL.M., M.B.A.
Ben T. Huddle, CFP®, MBA, CRPC®
Jane Johnson, CFP®
Timothy S. Johnson, J.D.*, CRPC
Russell G. Jones
Henry G. Mautner, CLU®, ChFC®
D. Wiley Moody
Dianna Parker, CFP®
Douglas B. Richmond
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
William D. Wright
Mary T. Young, CFP®, ChFC®, CRPC®
First Financial Group of the South Wealth Management is an Alabama-based financial planning firm founded in 1982 by Founder, Sanford B. Axelroth, CFP®, ChFC. The Firm has offices throughout the state of Alabama offering a unique team practice - a blend of technical experience and common sense financial direction.
Disclosures
Securities: Roger S. Barnes: Alabama, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Montana, Pennsylvania, Tennessee, Texas
J. Charles Dunham: Alabama, Florida, Georgia, Indiana, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
Seth B. Wolnek: Alabama, New York, North Carolina, Pennsylvania
B. Dale Henderson: Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Mississippi, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas
First Financial Group of the South Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
CRN-3273125-100720