Mark Presley - Raymond James
Sterling Capital, founded by Mark Presley in 2009, is a financial planning firm dedicated to providing personalized wealth management and retirement planning services. With over 21 years of experience in the financial industry and a focus on individual client relationships, the firm aims to help clients achieve their financial goals and navigate crucial decisions related to their futures.
Located in a historic building in downtown Birmingham, Sterling Capital offers a one-stop-shop for investment management, retirement and estate planning, as well as insurance coverage. As a fiduciary, the firm is committed to delivering a concierge level of customer service, ensuring that clients receive tailored advice without the complexities of corporate bureaucracy.
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