Randy Lott

Randy Lott

Owner/Financial Professional

Randy has been in the Financial Services industry since 1978. Over the last three decades, he has been serving his clients faithfully in order to provide sound financial advice. Randy has been a leader in the industry for many years and his clients have rewarded him by continuing to do business with him across many generations. Making sure his clients are taken care of has always been a top priority.

Starting with Equitable, Randy was a top producer with the company long before it was bought by AXA in the late 90's. He represented the company well until 2010 when he decided to move to another Broker Dealer: Invest Financial. Now, along with AXA, Randy has access to every company available and can provide the same sound advice through an independent perspective. Randy's specialties are Individual Retirement Planning and Estate Planning through Life Insurance. Randy also holds the CLU and ChFC designations.

Randy is an Alabama native and has called Birmingham home for the last 48 years. A graduate of the University of Alabama, Randy also has a Juris Doctorate from the Birmingham School of Law. Randy has been active in the community in organizations such as: The Monday Morning Quarterback Club, Shoal Creek Country Club, the Association of Advanced Life Underwriters, the Million Dollar Round Table, the Estate Planning Council, and Riverchase United Methodist.

Randy is also a contributor to Nick's kids, on the Planned Giving Council, and a member of the President's Cabinet at the University of Alabama.

Randy has been happily married to his wife Glenda for 40 years and they have two daughters, Jennifer and Jamie. Randy also has 5 granddaughters that keep him busy. In his spare time, Randy loves to golf, spend time with family, watch Alabama Football, and go to the Beach.

Randy is a registered representative of LPL.



Phone 205-380-2600
Fax 205-380-2606
Mobile Phone 205-807-0911