Client Login

Phone: (205) 421-2252
Fax: (205) 521-9399


1927 1st Avenue North
Birmingham, AL 35203
(205) 421-2390
(800) 521-9390

Check the Background of this Firm

Download Consultant Bio

David E. Hope

Vice President

Mr. Hope began his career as a staff accountant and became a licensed CPA in the State of Florida.  He went to work for the National Association of Securities Dealers (NASD) as a Compliance Examiner for two years, thereafter, he joined a series of Broker/Dealers as a Compliance Officer and culminated in becoming the Director of Compliance for the Broker/Dealer subsidiary of a regional bank.  Mr. Hope became a financial consultant when he helped start a private banking department for a community bank. He has worked with clients exclusively since 2006 by creating and managing investment portfolios, helping to establish retirement plans, cash flow plans and college funding plans.

Mr. Hope works with clients to identify current assets, future financial needs and set goals. He designs and monitors securities portfolios to help clients achieve their goals. He also educates clients on strategies and available products as a means to generate current income and potential for asset growth.


Professional/Civic Associations

Areas of Focus