OUR TEAM
Meet Hamilton Wealth Advisors
Meet the team at Hamilton Wealth Advisors, a group of skilled professionals dedicated to enhancing your financial journey. Our team offers a wide array of financial services, focusing on integrating investment, tax, and estate planning into a cohesive strategy. At Hamilton, we’re committed to understanding your unique financial aspirations, providing support as you navigate your path towards a meaningful and secure financial future.
Be on your guard; stand firm in the faith; be courageous; be strong.
Wilbert Hamilton
FOUNDER
Wilbert Hamilton, a Montgomery native, is the founder of Hamilton Wealth Advisors, a Registered Investment Advisor the only black owned investment firm in Alabama. He works mainly out of the Atlanta, GA office but also has a presence in Montgomery, Huntsville, and Birmingham, AL. He offers clients and institutions a wealth of knowledge and over a decade of experience in the financial services industry.
From 2009 – 2016 Wilbert focused on retirement plan development, management, and implementation for multiple universities, corporations, and high net worth individuals. He also worked with non-profits and institutional and religious organizations to manage and implement financial donor and planned giving programs…
Jeffrey Lamar
FINANCIAL CONSULTANT
Jarrett Howell
Financial Consultant
Jarrett joined our team in 2021 after a successful career as a pro-sports consultant and basketball coach, and a professional basketball player in Europe. He found a calling as a financial advisor in order to help clients receive meaningful education…
David Hamilton
Financial Consultant
Meet David, a dedicated member of Hamilton Wealth Advisors since 2020. Hailing from Montgomery, AL, his upbringing instilled in him a profound commitment to goals and compassion for others. David, a former football scholar at Tuskegee University…
Osric D. Grant
Technology Executive
Osric Grant is a senior executive with Fonoa, a global tax technology startup. He has over 20 years of experience in software, technology, and consulting. He has owned and led the delivery of complex business solutions to Global Fortune 500 companies…
