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Coty Schneider, Financial Advisor

FINANCIAL ADVISOR
Coty J Schneider

CFP®, ChFC®, AAMS™
2100 Southbridge Pkwy Ste 225, Birmingham, AL 35209opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Charitable Giving

About Coty

I work to help individuals and families committed to their long-term financial goals in an increasingly complex and volatile environment. I strive to offer clear, straightforward financial advice by making sense of your investments.

I joined Edward Jones as a financial advisor in 2019. I am very disciplined and detail oriented, so I take great pride in keeping up with the latest strategies and information that may be valuable to my clients. This desire led me to earn the CERTIFIED FINANCIAL PLANNER®, CFP®, certification and Accredited Asset Management Specialist™ (AAMS™)* designation. Prior to joining Edward Jones, I was a trainer...

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Dallas Baptist UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Reading
  • News & Media

Team Members

  • Brandi Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(205) 874-3525

Fax

(877) 222-1406

Office Address

2100 Southbridge Pkwy Ste 225
Birmingham, AL 35209opens in a new window

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