Rodney Bledsoe

About Rodney Bledsoe

As a Financial Advisor at Legacy Advisors, I am committed to helping individuals, families, and small to medium-sized businesses achieve financial stability and security. With over a decade of experience in charitable planning and investment guidance, I leverage my background as an attorney to provide clients with comprehensive financial strategies that encompass estate planning, wealth transfer, and tax minimization.Prior to joining Legacy Advisors, I spent 13 rewarding years as the Chief Development Officer at The Baptist Foundation of Alabama, where I guided clients in maximizing their charitable gifts and enhancing their investments. This role allowed me to develop a deep understanding of the financial landscape, enabling me to create tailored solutions that address each client\'s unique needs.At Legacy Advisors, I am excited to collaborate with a seasoned team of professionals, combining over 136 years of industry experience to deliver exceptional service and expertise. My passion lies in empowering clients to build lasting legacies for their families and future generations.Outside of work, I enjoy spending time outdoors, flying, and cheering for Auburn Football, along with my wife Carrie and our three children—Reed, Emily, and Will.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor

   Legacy Advisors, Inc

   Sep 2024 — Present · Pike Road, AL, US

   Over the past decade, I have had the privilege of helping donors with charitable planning and working alongside churches and ministries to maximize their reserve investments. I’m now excited to be a part of the team at Legacy Advisors as a Financial Advisor, where I focus on guiding families and business owners in building legacies that align with their values and financial goals.Before joining Legacy Advisors, I dedicated the majority of the last 13 years to The Baptist Foundation of Alabama, where I served as Chief Development Officer. In that role, I was fortunate to work with individuals across the state to help them make the most of their estates, reduce taxes, and create meaningful charitable giving opportunities. I also had the opportunity to support churches and ministries by helping them enhance their financial reserves, allowing them to further their missions.My background as an attorney, with experience in estate planning, business planning, elder law, and wealth transfer, provides a well-rounded perspective that I bring to my work at Legacy Advisors. I earned my Juris Doctor from Thomas Goode Jones School of Law, and I’ve enjoyed sharing what I’ve learned through speaking engagements with various community groups and organizations.Securities & Advisory offered through LPL Financial a Registered Investment Advisor. Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to Contact Info section above.For a list of states in which we are registered to conduct securities business, please visit our website.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensesd. No offers may be made or accepted from any resident of any other state.

Education

• Thomas Goode Jones School of Law

  J.D.

  2005 — 2009

• Auburn University at Montgomery

  B.S.

  1999 — 2003

Skills

• Sdlc
• Business Analysis
• Salesforce.com Administration
• Nonprofits
• Real Estate
• Active Directory
• Business Planning
• Data Security
• Project Management
• Visual Basic
• Software Project Management
• Technology Management
• Property
• System Administration
• Cobol
• Microsoft Excel
• Sharepoint
• New Business Development
• Estate Planning
• Public Speaking
• Leadership
• Management
• Vbscript
• Db2
• Budgets
• Legal Assistance
• Salesforce.com Implementation
• Databases
• Microsoft Office
• Sales
• Sql
• Process Improvement
• Access
• Microsoft Sql Server
• Property
• Disaster Recovery
• Strategic Planning