Brenda Hellums, CSA, PDMM

Brenda Hellums, CSA, PDMM

Brenda Hellums, CSA, PDMM joined Warren Averett in 2005. She is a Principal of the Firm and the Service Area Leader of Warren Averett Daily Money Management Services. As a valued asset of the Firm, she assists families of private wealth, high net worth individuals and busy or retired executives by creating customized financial budgets and comprehensive service plans to ensure their financial goals are met. As a Certified Senior Advisor, Brenda participates in continuing education that emphasizes ethical business practices and volunteer service specific to seniors, which helps her effectively meet the financial, health and social needs of her clients. In addition, Brenda has obtained certification as a Professional Daily Money Manager (PDMM) which assures her commitment to promoting high standards of client services, supporting the daily money management industry and recognition of the field, while continuing to grow the quality of services offered.

Professional Affiliations

  • Montgomery Estate Planning Council, Past Council Administrator
  • Alabama Council of Association Executives, Past Member
  • Montgomery Museum of Fine Arts, Board and Finance Committee

Community Involvement

  • Church of the Highlands
  • First United Methodist Church Respite Ministry, Board Member
  • Kiwanis Club of Montgomery
  • Leadership Montgomery, Board Member and Recruit and Select Committee Chair
  • Leadership Montgomery, Class XXVII
  • Montgomery Area Chamber of Commerce, Total Resource Campaign Team Member and Member of Women in Business Taskforce
  • Montgomery Area Council on Aging, Development Committee Member

Ask Me About

  • How to customize to meet your personal financial goals
  • How to live a burden-free financial lifestyle
  • How our team of professionals can help you pursue your goals and give you assurance about your elderly loved ones’ financial circumstances
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