Financial Advisor Rodger McAlister

Rodger McAlister - CEP

Less Stress More Enjoyment

The Private Client Group Team

great service starts with a great team


Rodger McAlister - CEP

Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures. Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active 401 (k) plans is one area in which Rodger specializes.

Check Rodger McAlister's Background

Rodger

Rodger McAlister - CEP

Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures. Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active 401 (k) plans is one area in which Rodger specializes.

Jennifer A

Jennifer A Grilliot

Paraplanner

Jennifer joined Rodger McAlister’s practice with Money Concepts in 2015. She has extensive experience in client service administration, and she also engages with clients in a Paraplanning role, helping them achieve their goals and objectives. Jennifer holds her FINRA Series 7 and Series 66 licenses and Bachelor of Science degree in Finance with a minor in Marketing from the University of Louisville. While at U of L, Jennifer cheered for the university all four years and won three national championships.

Jennifer and Rodger share a holistic approach which looks at a client’s entire financial picture while helping them meet their financial objectives. Together with the client, they carefully put together a plan designed uniquely for each client’s needs and goals. Detail-oriented and enthusiastic, Jennifer works closely with Rodger on the operations side of the business, preparing for client review meetings and post-meeting processing.

When she’s away from the office, Jennifer enjoys working out, cooking and spending time with friends. 

 

Jennifer A

Jennifer A Grilliot

Paraplanner

Jennifer joined Rodger McAlister’s practice with Money Concepts in 2015. She has extensive experience in client service administration, and she also engages with clients in a Paraplanning role, helping them achieve their goals and objectives. Jennifer holds her FINRA Series 7 and Series 66 licenses and Bachelor of Science degree in Finance with a minor in Marketing from the University of Louisville. While at U of L, Jennifer cheered for the university all four years and won three national championships.

Jennifer and Rodger share a holistic approach which looks at a client’s entire financial picture while helping them meet their financial objectives. Together with the client, they carefully put together a plan designed uniquely for each client’s needs and goals. Detail-oriented and enthusiastic, Jennifer works closely with Rodger on the operations side of the business, preparing for client review meetings and post-meeting processing.

When she’s away from the office, Jennifer enjoys working out, cooking and spending time with friends. 

 

John

John Casconi - CPM

William

William Dye

About Financial Advisor Icon
About Financial Firm Icon
Financial Advisor Difference Icon
Financial Advisor Process Icon
Independent Advisor Icon
Advisor Team Icon

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Rodger McAlister is an independent contractor of Money Concepts

note: Private Client Group is an independent firm and not affiliated with Money Concepts

Financial Advisor Website Login Icon