Category: News

RFG Advisory Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

March 1, 2021

BIRMINGHAM, Ala.— RFG Advisory has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today. RFG Advisory was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from... Continue Reading >


RFG Advisory Named Finalist in InvestmentNews’ 2021 Innovation Awards

February 22, 2021

  BIRMINGHAM, Ala.— InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their... Continue Reading >


RFG Advisory’s Shannon Spotswood Named 2020 Women to Watch Honoree by InvestmentNews

December 2, 2020

BIRMINGHAM, Ala.–Shannon Spotswood, President of RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, has been recognized as a 2020 Women to Watch honoree by InvestmentNews. Now in its 6th year, the award honors outstanding women in the financial advice industry who have... Continue Reading >


RFG Advisory Welcomes Birmingham Based Advisors Brock Eson and Wade Merritt

November 20, 2020

Birmingham, Alabama —November 17th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA,is pleased to welcome Brock Eson and Wade Merritt to its high-growth Platform engineered for independent Advisors.    Based in Birmingham, Alabama Brock Eson and Wade Merritt joined forces five years ago as partners knit together by a shared... Continue Reading >


RFG Advisory Launches ‘Become a Warrior Advisor’ Podcast Series  

November 18, 2020

The first six episodes feature exclusive behind-the-scenes interviews with Navy Seal Team 6 Veteran Dom Raso and RFG Advisory Founder & CEO Bobby White during a pre-COVID advisor retreat   At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable... Continue Reading >


RFG Advisory Announces Partnership With NaviPath Financial

November 18, 2020

Charlotte, North Carolina—November 12th, 2020– RFG Advisory, a 2020 Financial Times Top 300 RIA, is pleased to announce its partnership with NaviPath Financial.   Co-founded by Brian Swilling and Ryan Whitley, NaviPath Financial serves medical and dental professionals in Charlotte, North Carolina. “It’s an exciting time in wealth... Continue Reading >


RFG Advisory Further Expands Its Footprint in Montgomery with Sommer Morris Affiliation

November 18, 2020

October 29th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Sommer Morris, independent financial advisor based in Montgomery.   Sommer Morris hails from the Montgomery Area, serving women in families across the southeast. Her practice is built on creating a... Continue Reading >


RFG Advisory Named a Finalist for StrongHer Money in 2020 MMI/Barron’s Industry Awards

November 2, 2020

StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a leading and fast-growing hybrid RIA based in Birmingham, AL is pleased to... Continue Reading >