Partners
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Chubb Group of Insurance Companies

Contact:  Jarrell Hall

1000 Urban Centre Drive, Suite 205, Birmingham, AL

jhall@chubb.com

205.968.5434

 


 

 

 

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Oppenheimer

Contact:   George Yao  or Andrew Rogers

george.yao@opco.com

andrew.rogers@opco.com

 


     

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Charles Schwab Institutional

Contact:  Jim Ciardello

4150 Kinross Lakes Parkway

Richfield, OH 44286

jim.ciardello@schwab.com

330.908.4235

 


 

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John Hancock

Contact Michael Lewallen

mlewallen@jhancock.com

 

 


 

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Aliant Mortgage

Contact:  Janie Hannah

100 Century Park South, Suite 200,

Birmingham, AL 35226

jhannah@aliantbank.com

205.823.1727

Janie Hannah with Southern Capital Resources (www.scrloans.com) has been a Gold Level Sponsor of FPANA since 2003, and has worked with Financial Planners since 1993 providing their clients with mortgage services. Southern Capital Resources (SCR) was acquired by Aliant Bank in March, 2005 as their Mortgage Lending Division. Janie works diligently to find the best mortgage products and pricing for clients in the secondary market and has the added benefits of Portfolio, Construction/Perm and Home Equity Lending within the Bank.

 Janie has been in Mortgage Lending for 21 years and offers experience in Conventional, FHA & VA lending. She has a wide menu of programs including Fixed Rate, Adjustable Rate, Interest Only and Balloon Mortgages in both Conforming and Jumbo loans. Whether you prefer to be the intermediary for your client or prefer to have Janie deal directly with them, she will be prompt and courteous in her responses.

 


 


 

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Clark Financial Advisors

Contact:  M. Brooks Clark

4128 Crosshaven Drive

Birmingham, AL  35243

brooks@clarkfinancialadvisors.com

205.298.8480 

 


 

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Sterne Agee

Contact:  Jay CarterCMT Plaza,

813 Shades Creek Parkway , Suite 100B 

Birmingham, AL   35209

205-949-3674

jcarter@sterneagee.com


 

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Lakeshore Capital

Contact:  Joel Conn

3755 Corporate Woods Drive, Suite 200 

Birmingham, AL  35242

205-313-9000

joel@lakeshorecapitalllc.com

 


 

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 Conwell and Associates, Inc.

Contact: Cliff Wilson  

cwilson@conwellins.com