Broker Check



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 - Wealth Advisor

(205) 588-4800

(205) 383-2494

Jason Sims

Jason Sims

Chief Investment Officer - Wealth Advisor

(205) 588-4800

(205) 383-2494

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Wealth Advisor

(205) 588-4800

(205) 383-2494

Dottie Broadhead

Dottie Broadhead

Chief Compliance Officer

(205) 588-4800

(205) 383-2494

Our People

Amanda Kicker

Amanda Kicker

Office Manager - Montgomery

(334) 286-9806

(334) 284-9910

Judy Holt

Judy Holt

Office Manager - Trussville

(205) 661-9333

(205) 661-9444

Jan Bailey

Office Manager - Huntsville

(256) 536-7320

(256) 536-7449

Ann Tobias

Ann Tobias

Director of First Impressions - Gulf Shores

251-343-7715