Linda Allison, CFP®, CRPC®, AEP®, CDFA™
Founder, Senior Partner
Linda has always been a problem solver. She loves the challenge of analyzing a situation and working to find a solution. Linda likes working with people and realized that her financial skills and expertise were a perfect match for advising folks on their financial needs and goals. When she founded AC Financial Partners, she had one core principle to guide her remain independent so she and her firm could provide impartial, comprehensive financial guidance and advice to her clients. During the more than 20 years at AC Financial Partners, this principle has served her and her clients well.
Linda has always been a firm believer in education and working to improve your professional skills. She has earned many industry certifications with her most recent being the Certified Divorce Financial Analyst (CDFA). Having been divorced, Linda has seen the process up close and came to realize that many people did not have the financial acumen that she had to guide them successfully through this stressful, emotional process. As a CDFA, she works with spouses to ensure that settlements are appropriate for both the short term and long term. A financial expert, such as Linda, can remove the emotion from the process and focus on the math and provide the guidance that many folks need.
Prior to founding AC Financial Partners, Linda was an executive vice president at AmSouth Bank where she served 15 years in executive leadership roles in audit, trust operations, and bank operations. Her banking career began at Nations Bank as a staff internal auditor in Greensboro, NC, and then moved on to AmSouth in Birmingham to serve as assistant vice president, special projects administrator. Linda interrupted her banking career to work for Johnson and Johnson as a senior staff auditor in the International Division. Linda’s German language skills had her traveling the globe to all German-speaking areas of J&J.
Linda earned a bachelor’s degree from Juniata College; a master’s degree from the University of North Carolina at Greensboro; a master’s of business administration (MBA) from Samford University with honors; and is also a graduate on the ABA Stonier Graduate School of Banking.
Linda is an active alum of Samford University, where she serves on the Brock School of Business Advisory Board and was recognized as the 2012 Alumnus of the Year. She is also the owner of “Rex” who in addition to being the family pet, is also a retired Samford University bulldog mascot.
In addition to work and church, Linda is an enthusiastic golfer having attended the LPGA School in San Diego. She is past president of the Vestavia Hills Club ladies golf association.
CERTIFIED FINANCIAL PLANNERTM, CFP®
Chartered Retirement Planning Counselor, CRPC®
Accredited Estate Planner, AEP®
Certified Divorce Financial Analyst, CDFA
FINRA Series 7 and 63 securities registrations
Director of Client Services
Clark Whitaker joined AC Financial Partners in 2014 as director of client services. Clark has a strong customer service background and operational skills along with various professional skills that were acquired from over 18 years of experience in the financial services industry.
Clark works directly with our clients. He facilitates the setup of new accounts, movement of assets, and client requests on a daily basis. His goal is to provide the best customer service possible for our clients to ensure their satisfaction.
Teah Jackson joined AC Financial Partners in 2017 as marketing coordinator. She came to the office from Southern Living where she was the marketing research manager. Teah is married to Jeremy Jackson and has two sons, Henry and Maximilian, who are at Pizitz Middle School and Vestavia Hills Elementary Central.
Teah is responsible for setting up meetings and maintaining our company's calendar. She plans and executes our events, sends out client communications, and maintains our website.