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THE EXCHANGE

RECENT NEWS

October Delivers Further Stock Market Gains

October has a curious reputation rooted in market history. The Crash of 1929 (a 13% selloff on Black Monday and…

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MarketMissive

By: Keith Albritton

Q3 Market & Shareholder Update: How Publix Is Positioned in a Shifting Grocery Landscape

As we head into the final stretch of 2025, the grocery industry continues to evolve around three key themes: value,…

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Quarterly Checkout

By: Troy Garcia

The Gift of Presence: Why Showing Up Matters More Than Ever

Thanksgiving has always called us home, not just to a place, but to one another. It invites us to pause,…

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Bowlin's Alley

By: Dr. Lyle Bowlin


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.