Cosby, Powell & Associates

Merrill Lynch Wealth Management
569 Brookwood Village
Birmingham, AL 35209
(205) 326.9635
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Cosby, Powell & Associates
Welcome

At Cosby, Powell & Associates, we are driven by a deep passion for helping individuals safeguard and expand their wealth, empowering them to savor life’s moments and achieve their financial aspirations.  Whether it’s securing a comfortable retirement, helping to ensure the education of future generations, or making impactful contributions to charitable causes, we are committed to guiding our clients every step of the way.  With personalized strategies and unwavering dedication, we strive to make financial success a reality for each person we serve.

Recognition
K. Shaun Cosby
Senior Vice President, Senior Financial Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018
(Published on July 25, 2018. Rankings based on data as of March 31, 2018.)
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Cosby, Powell & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
K. Shaun Cosby,

CFP®, CRPC™

Senior Vice President, Senior Financial Advisor
205.326.9552
Edward Powell
Senior Vice President, Senior Financial Advisor
205.326.9636
Mitch Clanton,

CRPC™, SE-AWMA™

Vice President, Financial Advisor
205.326.9563
Jennifer M Eagan
Registered Wealth Management Client Associate
205.326.9635
Diana Melissa Luzier
Assistant Vice President, Wealth Management Client Associate
205.326.9651
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.