Finance and Economics Advisory Board

Finance and Economics Advisory Board
Finance and Economics Advisory Board Logo

 

Members

EXECUTIVE COMMITTEE

 

Lee G. Barkley - Chairman

  • Senior Associate
  • Soverein's Capital
  • Huntsville, AL

Joe G. Rice Jr., AAMS® - Immediate Past President

  • Senior Vice President, Investments
  • Managing Director, Investments
  • Raymond James & Associates
  • Ridgeland, MS

Bertram "Buddy" Mortimer

  • President & CEO
  • Bank of Kilmichael
  • Kilmichael, MS 

Donna Sims

  • Market President
  • Renasant Bank
  • Starkville, MS

Jim H. Harper

  • Commercial Credit & Underwriting Executive
  • Cadence Bank, N.A.
  • Birmingham, AL

Jerry L. Toney, CFP®

  • State President & Senior Financial Consultant 
  • Cadence Bank, N.A.
  • Starkville, MS 

 

CURRENT BOARD MEMBERS

Chris Boone

  • President of Property & Casualty Insurance 
  • BXS Insurance
  • Jackson, MS

H. Tal Clark

  • CEO / Founder
  • Instant Financial, LLC
  • Pensacola Beach, FL

T. Irvin Ellard

  • Owner / Manager
  • Ellard Properties, LLC
  • Madison, MS

Stephen L. Farr

  • Executive Vice President
  • Director of Development for Mergers & Acquisitions
  • Alliant
  • Nashville, TN

Alan Hotard

  • Senior Vice President
  • Sales Development Manager, Advisor & Model Effectiveness
  • Wells Fargo Wealth Management
  • Atlanta, GA

Rhoshunda Kelly

  • Commissioner
  • Department of Banking & Consumer Finance
  • Jackson, MS

Priscilla Gardner King

  • Multi-Line Insurance Agent
  • Shelter Insurance Companies
  • Columbus, MS

Marcus E. Mallory

  • Executive Vice President
  • BankFirst Financial Services
  • Columbus, MS

John Marchetti

  • Area Senior Vice President
  • Gallagher
  • Madison, MS

Cindy L. Palmer

  • Vice President and Mortgage Lending Manager
  • Cadence Bank, N.A.
  • Starkville, MS

Stephen Palmer

  • Writer, Speaker, & Financial Counselor
  • Atlanta, GA

Jonathan Peterson

  • Real Estate Financial Analyst
  • Housing Credit Investments
  • Enterprise

Lynn Phillips-Gaines

  • Certified Financial Planner Professional 
  • Phillips Financial
  • Starkville, MS

W. Kirk Purvis

  • Head of Timberland & Forest Products Group (Ret.)
  • Olive Branch, MS

Cate Robinson, CFP®

  • Vice President & Wealth Advisor
  • Cadence Bank, N.A.
  • Starkville, MS

 

Board Members Emeritus

 

Jeffrey N. Carver

  • Berkley Southeast Insurance Group
  • FEAB Member (2010-2021)

Gabe P. Baldwin

  • BankPlus Mortgage
  • FEAB Member (2010-2021)

Jackie D. Cawthon 

  • Office of the Controller of the Currency
  • FEAB Member (2010-2011)

Tommy F. Darnell

  • BancorpSouth
  • FEAB Member (2010-2013)

Ted J. Duckworth

  • Duckworth Realty
  • FEAB Member (2010-2013)

Chris Grice Sr.

  • Amegy Bank of Texas
  • FEAB Member (2010-2019)

Moak Griffin

  • BankFirst Financial Services
  • FEAB Member (2010-2021)

John F. Hill, CFP, CPA

  • Wealth Partners, LLP
  • FEAB Member (2012-2018))

Tom Kendall

  • Trustmark Bank
  • FEAB Member (2010-2021)

Jim A. McAlexander

  • BankFirst Financial Services
  • FEAB Member (2010-2021)

Greg L. McKee

  • Citizens Bank of Philadelphia
  • FEAB Member (2010-2021)

Marcia McKinzie

  • Capital One Bank
  • FEAB Member (2010-2012)

Renee W. Rice

  • BankFirst
  • FEAB Member (2010-2021)

Jeremy Tabor

  • Tabor Construction & Development
  • FEAB Member (2010-2021)

Tommy Tomlinson

  • Renasant Bank
  • FEAB Member (2012-2018)

Jodi White Turner

  • PrimeSouth Bank
  • FEAB Member (2010-2018)

Alan H. Walters

  • First Commercial Bank
  • FEAB Member (2010-2021)

David Watson, CFA

  • Montag & Caldwell
  • (FEAB Member 2010-2019)

William “Bill” Wells

  • Alabama One Credit Union
  • FEAB Member (2010-2019)

Charlie Winfield

  • Winfield Law Firm, P.A.
  • (FEAB Member 2010-2021)