Broker Check

Our Team

 

William A. B. Dowell

Founder & President

205-970-4909

205-970-4910

Bill is a graduate of Birmingham- Southern College. After his graduation in 1978 he began his career with Protective Life Insurance Company. In 1983 he was a co-founder and principle of First Financial Center of Birmingham, Inc.,...

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Joey Elmore

Senior Vice President, Senior Advisor

205-970-4909

205-970-4910

Joey is a 1978 graduate of Birmingham-Southern College where he received a Bachelor’s degree in Business Administration and Emory University’s Candler School of Theology where he received a Master’s of Divinity in...

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Mike Mungenast

Senior Vice President, Senior Advisor

205-970-4909

mmungenast@vision-financialgroup.com

Mike is a 1986 graduate of Auburn University where he graduated with a BSBA in Accounting. He joined Coopers and Lybrand, a Big Eight accounting firm, where he obtained his CPA license in 1988 and worked in the firm’s audit and...

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Hal B. Holland, Jr., RFC®

Vice President, Senior Advisor

205-970-4909

205-970-4910

hholland@vision-financialgroup.com

Hal is a 1993 graduate of UAB, where he majored in finance with emphasis on investments. After graduating he began his career as a financial advisor. In 1997, he transitioned to ProEquities, Inc. Over the next 10 years he continued to...

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Larry Anderson

Advisor

205-970-4909

205-970-4910

Larry is a 1976 graduate of Auburn University with a B.S. degree in Finance. He has over 20 years experience in the real estate, banking and mortgage lending industries. He completed formal bank credit training at Compass Bank and has...

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R. Heath Morris, CFP®

Advisor

205-970-4909

205-970-4910

hmorris@vision-financialgroup.com

Randall “Heath” Morris is a graduate of Samford University, where he received a Bachelors of Arts degree in Public Administration, with a concentration in both Political Science and Business Management. He began working in...

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Ben Greene, CFP®

Vice President, Planning & Wealth Management

205-970-4909

205-970-4910

bgreene@vision-financialgroup.com

Ben graduated from the University of Montevallo in 2002. In August of 2004, Ben joined Vision Financial Group as Director of Planning. In his current position of Vice President, Planning & Wealth Management for Vision Financial Group,...

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Shearon Kourmoulis

Director of Goodwill

205-970-4909

205-970-4910

skourmoulis@vision-financialgroup.com

Shearon retired from Alabama Power Company in 2017 after 26 years of years growing her experience and knowledge to become a Distribution System Operator in the last 6 years of her career with them. Shearon has worked...

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Suzanne Godsey

Director of Client Services

205-970-4909

205-970-4910

sgodsey@vision-financialgroup.com

Suzanne attended Samford University. She has over fifteen years of experience in banking and investments. She has worked for AmSouth Bank, with over eight years service in their Bond department, also with Wachovia Securities and Shelby...

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Logan Hiatt

Director of Client Services & Special Events

205-970-4909

205-970-4910

ldowell@vision-financialgroup.com

Logan graduated Magna Cum Lade from The University of Alabama in May, 2010, where she received her Bachelor of Science in Human Environmental Sciences. She served as President of the College of Human Environmental Sciences and was a...

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Shelly Floyd

Director of Client Experience

205-970-4909

sfloyd@vision-financialgroup.com

Shelly graduated from The University of Alabama in 2006 where she received her Bachelor of Science degree in Restaurant and Hospitality Management. After graduation, Shelly worked in Operations and as a Client Service Associate at...
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Courtney White

Director of Goodwill

205-970-4909

mcoker@vision-financialgroup.com

Courtney graduated Summa Cum Laude from Mississippi College in 2011 with a Bachelor of Art degree in Psychology and a minor in English Literature. There she organized campus-wide events for children with disabilities and tutored...
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