Mary Meadows  Livingston,  CFP<sup>&reg;</sup> - Financial Advisor

Mary Meadows Livingston, CFP®

Founder and President

420 N. 20th Street, Suite 2213
Birmingham, AL 35203
FINANCIAL ADVISOR'S WEBSITE
(205) 259-6447

General

Mary Meadows Livingston is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: AL
  • Health/disability insurance: AL

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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