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Brett J. Adams
Vice President
Financial Services

Investments


We at Merchants Financial Services place a strong focus on servicing our customer's total financial needs.

Meeting your total needs includes helping you develop financial strategies that match your unique lifestyle and achieve your specific goals.

To assist you with your financial strategy, Merchants Financial Services has formed a unique partnership with UVEST Investment Services. Through this partnership, our customers have access to a full range of investment options, including financial needs analysis, mutual funds, annuities, life insurance and more. 

Your UVEST Investment Representatives are fully licensed, experienced professionals dedicated to helping you obtain the maximum possible return on your investment dollar. With the myriad of investment choices available in today's complex markets, you'll have the peace of mind that comes from knowing you can rely on the ability and expertise of a knowledgeable professional.

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Let us help you plan your retirement.

Merchants Financial Services can help you plan an effective investment strategy. We have access to more than 50 of America's most popular mutual fund families and annuities.

Using a customized asset allocation program tailored especially for you by our Investment Consultant, we can help you build your portfolio. Call or email today for an appointment with our Investment Representative for a FREE Retirement Planning Session. Our staff can be reached at (256) 734-8110 or email Brett Adams brett.adams@uvestmail.com 


Let us help you fine-tune your investments as often as your needs change, so your portfolio stays focused on your long-term goals.

Our experienced Investment Representative will be pleased to meet with you to discuss your current financial situation and assist you in determining the best ways to meet your objectives. We can help you diversify your portfolio with annuities, bonds, IRAs, Stocks and mutual funds.

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Need financial advice?

Our philosophy is simple. We offer investment services and provide the professional advice of an investment representative where you feel the most comfortable. 

We're right in your neighborhood Merchants Bank branch where you can tend to all of your financial needs in one, convenient location.

Whether your goals include college education funding, retirement planning, generating income, or tax reduction strategies - whether your objectives are growth, safety, income, or a combination of all three - Merchants Bank, Brett Adams and UVEST are committed to helping you reach them. 

Make an appointment today with Brett Adams, Merchants Bank's Investment Representative. He can answer any of your investment questions and show you how to make your money work harder. He'll arrange a free, no obligation appointment and prepare a financial plan customized to your individual investment goals and objectives. Call 256-734-8110 or email for an appointment.

brett.adams@uvestmail.com

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Investment and insurance products are offered by, and Investment Consultants and Long Term Care Specialists are registered with UVEST Investment Services, member NASD/SIPC. UVEST is independent of any financial institution. Securities (1) are not bank deposits; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.

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Disclaimer: Please note that by using many of the links on our web site, you may be leaving Merchants Bank of Alabama's web site. As a service and for informational purposes only, Merchants Bank of Alabama may provide listings of and/or links to third party web pages/publications maintained by the U.S. government, Internet retailers, non-Bank organizations and others. Merchants Bank of Alabama also takes no responsibility and makes no warranties, either expressed or implied, for any of the services, products or other merchandise offered via these outside web sites. Merchants Bank of Alabama is not responsible for and does not monitor the content or administration of these outside web sites or pages. These outside pages and their content, including but not limited to factual statements and opinions, are the sole responsibility of their creators and do not represent, explicitly or implicitly, positions, policies or opinions of Merchants Bank of Alabama, its staff or its Board of Directors.

 


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