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THE EXCHANGE

RECENT NEWS

Bowlin’s Alley E11

In this enlightening podcast episode, we delve into the crucial balance of serving others while maintaining your mental health. Discover…

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Media Studio

By: Dr. Lyle Bowlin

Back to School We Go

After a summer of blistering heat (at least in Florida), the calendar is somehow turning to August, College Football is…

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Contrary To Commentary

By: Chris Hammond

Playing the Long Game

For over two years the warnings of a “potential recession” have filled the financial print and TV media. The discussion…

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Dividend Portfolio

By: Chris Hammond


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.