COVID-19 Resources

Around the Firm: May 2021

Written on June 1, 2021

Warren Averett and Warren Averett Asset Management Announce 2021 Promotions

Many Warren Averett team members reached career milestones and received promotions during May! Our Firm is thrilled to celebrate them, their accomplishments and all that they have contributed to Warren Averett. Learn more about Warren Averett’s 2021 promotions here and Warren Averett Asset Management’s promotions here.

Please join us in congratulating and celebrating these exceptional team members!

Warren Averett’s Pensacola Office Moves to Maritime Place

Warren Averett’s Pensacola office has relocated to Maritime Place. The Pensacola team will now operate out of a new office space just a few blocks away from the previous location.

Cyndi Warren, CPA, the Pensacola Office Managing Member, was excited about the move: “When we first saw the space, we knew immediately our team would absolutely love the location and the ambience of the new space. The right office atmosphere is so important to the performance of our team and should reflect our Warren Averett culture, and this will be the perfect environment to continue to grow and thrive. The views will every day be a reminder of the beautiful community we serve. I’m confident our clients will be thrilled to see it.”

For more information about the Pensacola office’s move, click here.

Warren Averett Sponsored The Marlon and Marcus Foundation’s First Annual Celebrity Golf Classic

Team members of Warren Averett recently supported the First Annual Celebrity Golf Classic in Prattville, Alabama. The event was held by The Marlon and Marcus Foundation and many professional athletes were in attendance. Proceeds will support the construction of a community center in Prattville. Click here to view a photo of the event.

Warren Averett Asset Management Supports The Exceptional Foundation’s 17th Annual Chili Cook-Off

Warren Averett Asset Management’s Homewood office recently helped sponsor The Exceptional Foundation’s largest annual fundraiser, the 17th Annual MortgageBanc Chili Cook-Off.

The Exceptional Foundation is a nonprofit that was established in 1993 in Birmingham, serving individuals with special needs by providing social and recreational activities to satisfy needs that are not met by the community at large. Click here to read more about the event and the Firm’s part.

Evan Crouse Earns Certified Financial Planner Certification

Warren Averett Asset Management is proud to announce that Evan Crouse, CFP®, has obtained his Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards.

Evan is a Financial Planner and Client Consultant in the Huntsville office and works closely with clients on their comprehensive financial planning and wealth management strategies. To find out more about Evan Crouse and the CFP® certification, click here.

Season Six of The Wrap Podcast Continues

This season of The Wrap, Warren Averett’s podcast, continues to tackle hot topics, including PPP loans, how to stay competitive in employee retention and recruitment and more.

Catch up on the most recent episode, Tax Forecast [Predictions for Tax Changes in 2021], and learn about the possibilities of future tax changes under the Biden Administration and what implications they could have for businesses. You can find the current season, as well as previous seasons, here.

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