Warren Averett, LLC is pleased to announce that six individuals have been promoted to Members of the Firm.
JACK ADAMS, QPFC, Birmingham office, serves as a Retirement Plan Consultant for Warren Averett Asset Management. Jack is a Qualified Plan Financial Consultant and provides plan design consultation and investment solutions to retirement plan clients.
GRANT CARDWELL, CPA, Birmingham office, serves as a financial advisor for Warren Averett Asset Management. Grant focuses on client relationships and consults on tax planning strategies and income maximization.
DAVID FERREIRA, CPA, Tampa office, specializes in technical accounting in the areas of revenue recognition, business combinations, IFRS financial reporting and real estate development. David also offers expertise in the retail and manufacturing and distribution industries.
REED KING, CPA, Birmingham office, specializes in high net worth income taxation, tax planning, aviation taxation, business consulting and compliance, federal tax and real estate taxation. Reed is also the Firm’s Tax Best Practice Leader and Real Estate Coordinator.
KRISTEN MCALLISTER, CPA, CGFM, Pensacola office, serves as an auditor specializing in governmental entities and nonprofit organizations. Kristen is a Certified Government Financial Manager (CGFM), the Firm’s Audit Best Practice Leader and the Service Area Leader for Pensacola’s audit team.
COLLEEN SANCHEZ, CPA, Atlanta office, serves as an auditor specializing in employee benefit plan audits. Colleen has extensive experience auditing health and welfare plans, defined benefit pension plans and defined contribution plans, including those requiring an annual 11-K filing with the SEC.
“As a Firm, we are proud of each of these individuals for their hard work and dedication to their clients and peers” said Mary Elliott, Chief Executive Officer of Warren Averett. “They each consistently uphold our Firm’s culture and values, and provide our clients with A+ Service.”