RFG is built for independent advisors.

RFG Is a Top 300 RIA

Founded by producing advisors in 2003 | Professionally managed hybrid RIA dedicated to supporting advisors | Multi Custodial | State-of-the-Art Practice Management Platform

54

Independent Advisors

$1.58B*

Assets Under Management

14

Locations

$580M*

Assets Under Brokerage Advisement

*As of December 30, 2019

Executive Team

Executive Team

Bobby White

Chairman + CEO

In 2003, Bobby founded RFG Advisory. His leadership abilities, passionate commitment to the independent RIA model and genuine desire to help clients pursue their personal goals led him to this point. Bobby is devoted to helping advisors pursue their dreams and maximize the value of their independent practice. He brings two decades of experience to the table and loves to discuss, craft and help advisors execute a well-planned succession strategy. Bobby also leads RFG Advisory’s business consulting efforts. He meets with each advisor quarterly to share best practices, and enthusiastically recruits advisors to join RFG Advisory.

“Be in business for yourself, not by yourself” is Bobby’s favorite quote and he has built RFG Advisory’s management team and infrastructure to support this motto.

Bobby enjoys spending time with his two children, Sela and Garrett. He also loves college football, traveling and hunting.

bwhite@rfgadvisory.com

Shannon Spotswood

President

Shannon Spotswood was named President of RFG Advisory in February 2016. Her strategic vision for the firm is one of rapid, well-executed expansion across the U.S. Her focus is on best practices for advisor recruitment and transitions, corporate marketing, business development, and M&A. She is committed to supporting RFG Advisory’s high-growth, hybrid RIA platform with a network of professional independent financial advisors. With more than 20 years’ experience, Shannon is putting her enthusiastic passion for the finance industry to work developing the processes and technology to help RFG Advisors—and their clients—succeed.

Prior to her time at RFG, Shannon spent 20 years in finance serving as a Portfolio Manager and Director of Long-Only Equity Strategies for San Francisco-based hedge fund Symphony Asset Management, and as an Investment Banker with Volpe Brown Whelan & Co. Passionate about Wall Street since her 14th birthday when she was given a subscription to the Wall Street Journal, Shannon started her career as a Research Analyst and Junior Trader for EGM Capital and worked at PaineWebber during college. Equally passionate about entrepreneurship and retail, for three years Shannon built a luxury children’s clothing company, Busy Bees, that is carried in more than 150 retail stores nationwide.

Shannon earned a Bachelor of Arts degree in both Economics and Political Science from the University of Arizona. After more than two decades living in San Francisco, Shannon along with her husband and three children moved to Birmingham in 2013. She is an outdoor enthusiast and enjoys spending time with her family and friends. Her daughters are avid equestrians. She is most often found after hours at the barn or chasing her son on the soccer field.

Community Boards

  • Birmingham Education Foundation, Executive Committee Vice President, Board Member
  • All In, Executive Committee, Board Member

Professional Boards

  • Orion Advisor Tech, Advisory Board Member
  • TD Ameritrade, Advisory Council Board Member
  • Alabama Futures Fund, Advisory Board Member

sspotswood@rfgadvisory.com

Rick Wedell

Chief Investment Officer

Rick Wedell joined RFG Advisory in September 2016. A veteran institutional investor with 14 years of experience managing both debt and equity, Rick was most recently an Executive Vice President, Head of Fixed Income Consumer Investments and Assistant Portfolio Manager at Bain Capital Credit. He helped grow the firm to $30.4bn in assets under management.

Rick is a market-tested leader—having managed through the volatile markets of 2001 and 2008 where he experienced first-hand the importance of portfolio diversification and the trade offs between risk and return. He leads our Investment Team with the guiding principle of simple, straightforward analysis and investments—clarity of thought in a complex world.

“Our job is to manage the financial future of our Advisor’s clients prudently through thoughtful investments, well-diversified portfolios, and a thorough understanding of risk. After a career in institutional hedge fund management, it is an honor to build and manage investment strategies designed to help real people strive to meet their goals.”

Advisory Board

RFG Advisory brings together great minds to support our goal of building a best in class RIA.


Doug Coltharp

Doug Coltharp

CFO Encompass Health
Former CFO SAKS Incorporated
Board Member Underamour

Zane Tarence

Zane Tarence

Managing Director of Founders
Investment Banking's Technology Practice

Stan Graves

Stan Graves

President Graco Resources
VP Energen

Doug Coltharp

Howard Nelson

Managing Partner MN Capital Strategies
CFO Colonial Properties Trust

Brant McDuffie

Brant McDuffie

Managing Director & Head of Rates &
Securitized Products Group At Stifel, Nicholas, Inc.

Leadership

RFG Advisory invests in top talent to support our affiliated independent advisors.


Bruce Wiitala

Bruce Wiitala

bwiitala@rfgadvisory.com
Executive Director of Business Development

Kristy Puckett

Kristy Puckett

kpuckett@rfgadvisory.com
Business Development Lead

Matt Meinecke

Matt Meinecke

mmeinecke@rfgadvisory.com
Director of Technology

Janine Bevelle

Janine Bevelle

jbevelle@rfgadvisory.com
Transition Manager

Paul Yeager

Paul Yeager

pyeager@rfgadvisory.com
Director of Operations

Vicki Scoles

Vicki Scoles

vscoles@rfgadvisory.com
Managing Director/Chief
Compliance Officer

Frank Vetrano

Frank Vetrano

fvetrano@rfgadvisory.com
Managing Director/Controller

Caroline Hottle

Caroline Hottle

chottle@rfgadvisory.com
Manager of Human Resources

Scherri Nix

Scherri Nix

snix@rfgadvisory.com
Senior Accountant

Jonathan Crosby

Jonathan Crosby

jcrosby@rfgadvisory.com
Portfolio Trader

Gibson Bosworth

Gibson Bosworth

gbosworth@rfgadvisory.com
Social Media and Content Strategist