Team

TrueWealth Advisors, LLC is an independent wealth management firm with offices in Birmingham, Greenville, Gulf Shores, Huntsville, Montgomery, and Trussville. Our firm is an Ensemble Firm, best described as an advisory firm that operates as a multiprofessional practice, sharing stewardship over client relationships and leveraging the collective talent of the team to achieve client goals.

Leadership

Paul Marks

Paul B. Marks, CFP® CRPS®

Chief Executive Officer -Financial Advisor

(205) 383-2494

pmarks@truewealthllc.com

Jason Sims

Jason Sims

CCO / Chief Compliance Officer - Financial Advisor

(205) 383-2494

jsims@truewealthllc.com

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Financial Advisor

(205) 383-2494

djones@truewealthllc.com

Chris Phillips

Chris Phillips, CFA, MBA

Portfolio Manager – Financial Advisor

205-661-9444

cphillips@truewealthllc.com

Scott Shunnarah

Scott Shunnarah

Chief Growth Officer (CGO)

scott@truewealthllc.com

Advisors

Paul Marks

Paul B. Marks, CFP® CRPS®

Chief Executive Officer -Financial Advisor

(205) 383-2494

pmarks@truewealthllc.com

Jason Sims

Jason Sims

CCO / Chief Compliance Officer - Financial Advisor

(205) 383-2494

jsims@truewealthllc.com

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Financial Advisor

(205) 383-2494

djones@truewealthllc.com

Ken Askew

Ken Askew, CFP^®, CKA^®

Financial Advisor

(256) 536-7449

ken.askew@truewealthhsv.com

Gary Ely

Gary L. Ely, CFP^®

Financial Advisor

(256) 536-7449

gary.ely@truewealthhsv.com

Matt Grant

Matt Grant

Financial Advisor

mgrant@grantwealthmanagement.com

Ronald Paulk

Ronald Paulk

Financial Advisor

(334) 382-7486

ronnie@benefitplannersinc.com

Brian Paulk

Brian Paulk

Financial Advisor.

bpaulk@truewealthllc.com

Freddy Williamson

Freddy Williamson

Financial Advisor

(205) 661-9444

fwilliamson@truewealthllc.com

Berry Marshall

Berry Marshall, CFP®

Financial Advisor

(205) 383-2494

bmarshall@truewealthllc.com

Chris Phillips

Chris Phillips, CFA, MBA

Portfolio Manager – Financial Advisor

205-661-9444

cphillips@truewealthllc.com

Jerry McDonald

Wealth Advisor

(205) 383-2494

jmcdonald@truewealthllc.com

Our People

Amanda Kicker

Amanda Kicker

Office Manager - Montgomery

(334) 284-9910

clientservice@truewealthllc.com

Lu Wallace

Lu Wallace

Client Service Coordinator

(334) 284-9910

clientservice@truewealthllc.com

Judy Holt

Judy Holt

Compliance Analyst

(205) 383-2494

jholt@truewealthllc.com

Jan Bailey

Jan Bailey

Office Manager - Huntsville

(256) 536-7449

jbailey@truewealthllc.com

Ann Tobias

Ann Tobias

Office Manager - Gulf Shores

ann@grantwealthmanagement.com

Angela Wright

Angela Wright

Operations Specialist