About Us

Our Team

Every member of our team plays an integral role in our success.

We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 10 years of experience. Moreover, many of our team have become shareholders in our firm. That means we are fully vested in working towards our clients’ long-term success.

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Joe Lawrence

An AIF® Investment Advisor and a CPFA Fiduciary Advisor

His primary responsibility is for the management of clients' investment portfolios and retirement plans for corporate clients. He also selects and evaluates investment options and management techniques for the firm. You may contact Joe at joseph.lawrence@ariawm.com or at 256-705-5923.

Gayle Phillips

Gayle Phillips

Office Manager

Her primary responsibilities include management of operations, administration and processes as well as assisting the financial advisors. You may contact Gayle at gayle.phillips@ariawm.com or at 256-705-5923.

ARIA

ARIA Wealth Management offers integrated financial planning-based investment solutions to help meet the unique needs and challenges of individuals, families and businesses

Charles Schwab

Charles Schwab provides investment-related products, services and sophisticated financial planning — all delivered by people with a passion for helping clients achieve their goals.

Protecting your success, while growing your future