WE ARE DEVOTED TO YOU.
Our clients are our passion. And because we understand that every one of them is unique, we take the time to get to know who they are and what they want to achieve. We simplify the investment process from start to finish and include them. We then combine our knowledge of visionary investing with that intimate knowledge about who they are. We adapt and customize strategies to pursue their specific investment goals—not ours. Our clients have grown to expect that, and as a result, we have built our practice on earning that trust. We are passionate about helping people. That may sound simple but we think that’s a good thing. We have the freedom to cultivate an environment that fosters deep relationships. And our clients are just as committed to us as we are to them.
Since our launch in 2003 by Bobby R. White and Alan Ryals, Reliance Financial Group has been doing what we love most and do best – developing impactful relationships with our clients. We do this by providing innovative strategies that seek to protect and manage assets, prepare for retirement and unexpected events, and develop legacies that benefit loved ones and future generations.
PERSONALIZED APPROACH | PASSION FOR CLIENTS | TRUSTED GUIDANCE
The RFG team is proudly affiliated with LPL Financial, the nation’s largest independent broker/dealer. LPL Financial serves more than 13,000 independent financial advisors and has $330 billion in brokerage and advisory assets. (As reported by Financial Planning magazine, June 1996-2014, based on total revenue.)
+ Chief Executive Officer
“The level of devotion that we have for our clients, there is no rival in our industry”
In 2003, Bobby left his seven year position in senior management at a large wealth management firm. His leadership abilities and genuine desire to help clients pursue their personal goals led to his launching of RFG. Bobby is devoted to helping clients pursue what it is they desire. His years of financial advisory experience have led to helping other advisors work toward their personal goals as well. Bobby loves fun weekends at Lake Martin with his wife Robyn and their two children, Sela and Garrett. He also enjoys spending time traveling with his family, hunting, and watching football.
Shannon Spotswood was named President of RFG Advisory in February 2016. Her strategic vision for the firm is one of rapid, well-executed expansion across the U.S. Her focus is on best practices for advisor recruitment and transitions, corporate marketing, business development, and M&A. She is committed to supporting RFG Advisory’s high-growth, hybrid RIA platform with a network of professional independent financial advisors. With more than 20 years’ experience, Shannon is putting her enthusiastic passion for the finance industry to work developing the processes and technology to help RFG Advisors—and their clients—succeed.
Prior to her time at RFG, Shannon spent 20 years in finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. Passionate about Wall Street since her 14thbirthday when she was given a subscription to the Wall Street Journal, Shannon started her career as a Research Analyst and Junior Trader for EGM Capital and worked at PaineWebber during college. Equally passionate about entrepreneurship and retail, for three years Shannon built a luxury children’s clothing company, Busy Bees, that is carried in more than 150 retail stores nationwide.
Shannon earned a Bachelor of Arts degree in both Economics and Political Science from the University of Arizona. After more than two decades living in San Francisco, Shannon along with her husband and three children moved to Birmingham in 2013. She is an outdoor enthusiast and enjoys spending time with her family and friends. Her daughters are avid equestrians, she is most often found after hours at the barn or chasing her son on the soccer field.
Chief Investment Officer
Rick Wedell joined RFG Advisory in September 2016. A veteran institutional investor with 14 years of experience managing both debt and equity, Rick was most recently an Executive Vice President, Head of Fixed Income Consumer Investments andAssistant Portfolio Manager at Bain Capital Credit. He helped grow the firm to $30.4bn in assets under management.
Rick is a market-tested leader—having managed through the volatile markets of 2001 and 2008 where he experienced first-hand the importance of portfolio diversification and the trade offs between risk and return. He leads our Investment Team with the guiding principle of simple, straightforward analysis and investments—clarity of thought in a complex world.
“Our job is to manage the financial future of our Advisor’s clients prudently through thoughtful investments, well-diversified portfolios, and a thorough understanding of risk. After a career in institutional hedge fund management, it is an honor to build and manage investment strategies designed to help real people strive to meet their goals.”
“At RFG, we provide our advisors with the people, resources, and the freedom to cultivate an environment that fosters meaningful relationships with their clients.”
Alan Ryals has been in the wealth management business for over 20 years. As the President and one of the co-founders of Reliance Financial Group, Alan strives to provide sound investment advice to clients nearing or in retirement. Employees of large corporations come to Alan to learn about their benefits. They are then carefully combined with their long-term financial goals into individual financial plans. He seeks to protect this clients by helping them avoid costly financial mistakes. Alan enjoys spending his free time at the Lake, snow skiing, or fishing the salt waters with his wife Donna and daughter Crossan.
Honors/ Community Involvement
Senior Vice President
Executive Vice President
Certified Financial Planner
Associate Vice President
LPL Registered Representative
Sr. Vice President
Sr. Vice President
Executive Assistant to CEO
Executive Assistant + Office Manager
Practice Manager to Mark Pearson