Share

James W. Conrad, III, CFP®, CPA

Jim Conrad co-founded the firm in 2003 along with Jim Burnett.  They previously founded the CPA firm of Conrad, Burnett & Co., PC in 1973.

Jim received a BS in Commerce and Business from the University of Alabama with a major in accounting.  He became a Certified Public Accountant in 1965 and a Certified Financial Planner™ practitioner in 1984.  He is a member of the American Institute of Certified Public Accountants (Personal Financial Planning Section) and the Financial Planning Association of North Alabama.




© 2018 Stonebridge Advisors, LLC | Disclaimer
1800 Providence Park , Suite 250, Birmingham, AL 35242
| Phone: 205-994-2300
About | Investment Philosophy | Services

Website Design by
Amicus Creative