Lu Han, CFA, CFP®
Lu Han is a Principal and Senior Client Advisor at 1919 Investment Counsel. Her primary focus is financial planning for individuals and families. Lu takes a comprehensive approach to assessing all aspects of a client’s financial situation, including retirement planning, goal funding, cash flow analysis, insurance reviews, college savings, and estate planning. She partners with…
Read MoreAnn Damon Haas
Ann is a Senior Advisor at 1919 Investment Counsel, LLC in the Birmingham office. Ann’s primary responsibility is the continuing development and oversight of the client service delivery platform as well as ongoing relationship management for investment and family office clients. Ann entered the Financial Services industry in banking in 1980 upon graduating from the…
Read MoreJennifer W. Evans
Jennifer is a Principal at 1919 Investment Counsel. In her role as a Sr. Client Advisor, Jennifer works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals in order develop and implement tailored solutions to meet their long term wealth and investment objectives. Jennifer…
Read MoreWilliam Ellis
Bill is a Vice President at 1919 Investment Counsel, LLC. His primary responsibility is a Family Office Client Advisor overseeing the management of the Family Office Services Group. Prior to joining Legg Mason Investment Counsel (a predecessor firm) in September, 2013, he worked for S.W. Childs Management Corp. since 1971. Bill became President in 1980. …
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