About Twickenham Advisors
As a team that spans four generations, we are a part of the community of professionals, philanthropists, business owners, and families who make Huntsville so interesting; a mix of Southern tradition combined with forward-looking growth. We are deeply dedicated to our clients and are trusted partners with the individuals, families and businesses we serve while providing financial advice and investment guidance as true fiduciaries.
Like Huntsville, our practice continues to evolve and grow. Our success is based on decades of experience and more importantly, relationships; as we have brought on a new generation of advisors, we focused on those two qualities to help ensure the integrity of the practice. We've helped generations of Huntsville families while growing our service model to provide advice and planning for the new generation of professionals discovering what a vibrant city Huntsville can be.
Henry Moss Crosby, Jr
Co-Founder, CEO
Michael Ahearn
Managing Director, Partner
Jaime Day
Managing Director, Partner
Robert Warren
Partner, Private Wealth Advisor
Megan Robertson
Senior Financial Planner
Taylor Thomas
Private Wealth Advisor
Chase Belk
Private Wealth Advisor
Josh Magette
Private Wealth Advisor
Grayson Parker
Private Wealth Advisor
Riley Moody
Private Wealth Advisor
Caroline Bentley Gabig
Private Wealth Advisor
Matt Terrien
Director of Investments
Zachary Cole
Investment Analyst
Nathaniel Linker
Investment Analyst
Pankti Thakar
Investment Analyst
Cole Greco
Analyst
Brandy Ellingworth
Chief of Staff
Shelby Singleton
Manager of Operations
Jake Hardwick
Private Wealth Specialist
Holli Grissom
Private Wealth Specialist
Russ Green
Private Wealth Specialist
Mitchel Blanco
Private Wealth Specialist
Kathleen Miller
Director of Client Experience and Operational Support
Jordan Walker
Marketing and Event Coordinator
Chelsea Norman
Client Concierge Coordinator
Taylor Owen
Client Concierge Coordinator
Service
Serving others is at the center of all we do. We care for people beyond their expectations and look for opportunities to engage our clients and peers in meaningful ways.
Measurable Behaviors
- We care for the needs of clients and team members and intentionally look for ways to provide our support.
- We often step outside of our traditional roles as we work to deliver a standard of excellence.
- We proactively care for our clients’ needs and provide ongoing solutions.
Integrity
We protect and project honesty and honor; putting the interest of others ahead of our own.
Measurable Behaviors
- We speak and act with dignity and respect towards clients and team members.
- We hold ourselves accountable for our commitments and actions.
- We put the best interest of clients first and work collectively toward common goals.
Loyalty
We value intentional and long last lasting relationships, willingly making sacrifices for our clients and the success of the team.
Measurable Behaviors
- We are committed to a task from start to finish.
- We have the humility to accept a difference of opinion and intentionally work through challenges for the betterment of the team.
- We focus on the long-term growth and sustainability of our clients and our firm when making decisions.
Growth
We believe education is a lifelong pursuit and are committed to the ongoing improvement of ourselves and our organization.
Measurable Behaviors
- We respond to challenges with a willingness to grow and better ourselves.
- We embrace opportunities to learn and grow outside of our individual specialties to add value to others.
- We teach, train, and support the development of others by sharing knowledge.
- We embrace constructive feedback by taking personal ownership and changing behaviors to improve our contributions.
April 9, 2026
This Rating was provided on March 20, 2026 by Barron’s. It covers the period of September 30, 2024, to September 30, 2025. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1.
April 28, 2025
This Rating was provided on March 10, 2025 by Barron’s. It covers the period of September 30, 2023, to September 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors/1000/2025?page=1.
April 9, 2025
This Rating was provided on April 8, 2025 by Forbes. It covers the period of June 30, 2023, to June 30, 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
July 16, 2024
This Rating was provided on June 20, 2024 by AdvisorHub. It covers the period of December 31, 2022, to December 31, 2023. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.advisorhub.com/advisors-to-watch-rankings/.
April 3, 2024
This Rating was provided on April 3, 2024 by Forbes. It covers the period of June 30, 2022, to June 30, 2023. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024/.
August 24, 2022
This Rating was provided on August 24, 2022 by Forbes. It covers the period of March 31, 2021, to March 31, 2022. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/forbespr/2022/08/24/forbes-announces-seventh-annual-list-of-americas-top-wealth-advisors/.
April 7, 2022
This Rating was provided on April 7, 2022 by Forbes. It covers the period of June 30, 2020, to June 30, 2021. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/.
February 11, 2021
This Rating was provided on February 11, 2021 by Forbes. It covers the period of June 30, 2019, to June 30, 2020. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/.
September 3, 2020
This Rating was provided on August 25, 2020 by Forbes. It covers the period of March 31, 2019, to March 31, 2020. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/rjshook/2020/08/25/methodology-americas-top-wealth-advisors-2020/.
August 24, 2020
This Rating was provided on January 16, 2020 by Forbes. It covers the period of June 30, 2018, to June 30, 2019. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/.
200 Clinton Avenue W, Suite 100
Huntsville, AL 35801
Phone: (256) 213-1150
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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