Brenda Hellums, CSA, PDMM

Brenda Hellums, CSA, PDMM

Brenda Hellums, CSA joined Warren Averett in 2005. She is a Principal of the Firm and the Service Area Leader of Warren Averett Daily Money Management Services.

Her primary role is to meet with clients to create a customized financial budget and comprehensive service plan to ensure 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

Community Involvement

  • Montgomery Museum of Fine Arts, Board and Finance Committee, 2009-2013
  • Frazer Memorial United Methodist Church
  • Kiwanis Club of Montgomery
  • Leadership Montgomery, Class XXVII
  • Montgomery Area Chamber of Commerce, Total Resource Campaign Team 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
  • How 25 years in financial services industry landed me my dream job
  • Reasons to become a runner