Financial Planning

Rick W. McQuiston, CLU
Chartered Financial Consultant

Rick entered the Financial Services industry in May of 1975 after receiving a B.S. degree from the University of Alabama. Throughout his career, Rick has specialized in personal life insurance planning and comprehensive financial planning for individuals and businesses. He obtained his Chartered Life Underwriter designation in 1981, and his Chartered Financial Consultant designation in 1987. He is a Qualifying and Life Member of the prestigious Million Dollar Round Table.

Always active in industry affairs he served as president of the Birmingham Association of Insurance and Financial Advisors in 1990 and then as president of the Alabama Association of Insurance and Financial Advisors in 1994. He was chosen as the Birmingham Association Advisor of the year in 1999. He is a current member of the Birmingham Estate Planning Council.

Through S.S. Nesbitt, Rick offers strategic financial planning for both the personal and commercial clients. His philosophy: I believe in the personal approach to client services. I will acquaint myself fully with your unique situation, help you explore and evaluate your options and do my best to provide the professional guidance you need to achieve your goals.

Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a registered broker-dealer, and a member of FINRA & SIPC. S.S. Nesbitt & Co., Inc., is independent of ProEquities, Inc.

Rick W. McQuiston, CLU, ChFC is licensed in Alabama, Mississippi, New Mexico and Tennessee, Series 6, Series 26, Series 63 and Series 65.