Trussville Office

Chris Phillips, CFA, MBA

Portfolio Manager – Financial Advisor

(205) 661-9333

cphillips@truewealthllc.com

Freddy Williamson

Financial Advisor

(205) 661-9333

fwilliamson@truewealthllc.com

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Financial Advisor

(205) 588-4800

djones@truewealthllc.com

Scott Shunnarah

Chief Growth Officer (CGO)

205-793-9937

scott@truewealthllc.com

MEET OUR SUPPORT TEAM

clientservice@
truewealthllc.com

Lu Wallace

Amanda Kicker

198 Main Street Suite 100 Trussville, AL 35173

TrueWealthLLC.com

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