Joshua Rudder
First Vice President, Senior Financial Advisor
569 Brookwood Village
Birmingham, AL 35209
205.326.9749
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

The Crew Rudder Wealth Management Group provides wealth management services to individuals, families and companies using a holistic approach. It is our goal to help clients create, grow, protect, and distribute wealth. We assist our clients in areas such as asset allocation, tax minimization, insurance coordination, estate/trust planning services, retirement planning, liability management, and philanthropy. We stress a long-term approach to investing based upon a client's specific financial needs, goals, and risk tolerance.

We believe clients deserve the confidence that comes with knowing their portfolios are effectively invested and specifically crafted to pursue their distinctive financial and personal goals. We believe our clients benefit from our distinctive wealth management process. The core of our approach is a deep discovery process that forms the basis of all of our advice and investment strategies.

We understand how to leverage resources, opportunities, and market conditions as we strive to help clients achieve their greatest financial goals. We strive to provide an exemplary level and world class advice to all clients. Our goal is to become a essential resource to those who entrust us with their financial well-being. 

Josh is a graduate of Auburn University Montgomery and has been in the financial services industry since 2005 joining Merrill in 2006. Josh lives in Birmingham, Alabama with his wife Millie Perry Rudder and their two children Jack and Mary Chase.











I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Joshua Rudder is registered to do business in AL, CA, FL, GA, IL, IN, KY, LA, MI, MO, MS, NC, NY, SC, TN, TX, VA, WV.