Team

Ed is the founder of Magnolia Wealth Management, an independent financial services firm, in Dothan. He has experience in the fields of retirement income, wealth preservation and long-term care. He has discussed retirement issues with...

Brooke is the Office Administrator and Director of Marketing for Magnolia Wealth Management, LLC. She graduated from Troy University with a B.S.B.A. in Marketing and Business Management. She is a detailed organizer and is dedicated to...

Rachel is the Accounts Manager for Magnolia Wealth Management. She has recently obtained her insurance licensure through the University of Alabama. She has over 6 years of experience in account management, finance and customer service....

Forrest is an Advisor for Magnolia Wealth Management. He joined the company in December of 2021 and has become an integral part of providing its clients with comprehensive wealth management strategies. Before coming to Magnolia Wealth...

Samantha is the Client Relations Representative for Magnolia Wealth Management. She works daily with her fellow team members to ensure the most comprehensive and worry free experience possible for our clients. With over 8 years of...