Biography

David assists clients in achieving long-term financial objectives. His main concern is to understand what his clients are trying to accomplish with their financial lives. By developing this professional relationship, he believes he can guide them in positioning their assets for longer term financial independence. David believes that a financial plan is an ongoing process. With changes to tax laws, the economy and client objectives, a financial plan must be flexible to adapt to these changes and to work toward client goals.

David is a Registered Representative and Registered Principal with SagePoint Financial, Inc., a registered broker/dealer firm registered with FINRA and SIPC. Wealth Management Consultants, LLC is a Registered Investment Advisor with the State of Alabama Securities Commission.

David is a Senior Partner with Wealth Management Consultants, LLC and has been a Financial Advisor since 1986. David received a Bachelor of Sciences degree from Northern Arizona University and an MBA from the University of Southern Mississippi. He is also a Certified Financial Planner (CFP).

David, born August 1953, has four children, Justin, Kelly, Kara and Jonathon. In his free time David enjoys boating, motorcycling, fishing, traveling and woodworking.

Miles Ball believes in providing independent, professional financial planning and investment management advice to his clients. By building a strong professional relationship with his clients, he believes that he can better assist them in positioning their assets for financial independence and achievement of their goals. Because of the many changes felt by the client due to tax laws, the economy and changes in their lives, Miles believes that a financial plan must be an ongoing process.

Miles is a Registered Representative and Registered Principal with SagePoint Financial, Inc., a registered broker/dealer firm registered with FINRA/SIPC. Wealth Management Consultants is a Registered Investment Advisor with the State of Alabama Securities Commission.

Miles is a Senior Partner with Wealth Management Consultants, LLC and has been a Financial Advisor since 1986. He also holds the title of Certified Financial Planner (CFP), Chartered Mutual Funds Counselor (CMFC), and Certified Divorce Planner (CDP). He received a Bachelor of Sciences degree from the University of South Alabama and his CFP designation from College for Financial Planning in Denver, Colorado.

Miles, born August 1955, is married to Susan and they have two children, Myles and Tori. In his free time, Miles enjoys golfing, fishing and traveling with his family. He also enjoys serving on the Board of Directors for two local non-profit agencies.