PERSONAL

Wealth Management

National Bank of Commerce offers wealth management services through NBC Securities, Inc. NBC Securities is a full service broker-dealer and registered investment advisor that provides investment services to retail and institutional clients throughout the Southeast.

Wealth Management Services

  • Business Financial Services
  • Retirement Planning
  • College Planning
  • Annuities
  • Tax-exempt and Tax-deferred Strategies
  • Estate Planning Services
  • Mutual Funds
  • Life Insurance

 

Advisors


Serving the Birmingham & Lee County Market:


John Keith
(205) 583-3708
jkeith@nbcsecurities.com

Mr. Keith joined NBC Securities, Inc. in 2014 as Vice President and Financial Consultant and serves clients of National Bank of Commerce in the Birmingham market. Prior to NBC Securities, Inc., Mr. Keith was with Wells Fargo as a Financial Advisor. His experience in the financial services industry began in 1995 when he was a Financial Consultant at Smith Barney.

Mr. Keith’s client base is primarily made up of individuals and high net worth families, whom he offers a wide range of services such as: financial planning, pension & profit sharing plan consulting, and portfolio management. He also works with a number of institutional clients assisting with their company retirement plans. For institutional clients, Mr. Keith offers portfolio management for pension and 401(k) plans.

Mr. Keith graduated from the University of Alabama and resides in Birmingham with his wife, Sara Lynne and their son, John.


Serving the Baldwin County Market:


Bart Elliott
(251) 990-5813
belliott@nbcsecurities.com

Bart Elliott works from the Fairhope office of National Bank of Commerce and services clients primarily in Alabama and the Panhandle of Florida.  After obtaining a B.S. in Biology in 1992 and a B.S. in Accounting in 1993 at The University of Alabama, he began his career in the Financial Services Industry with Sterne, Agee & Leach.  He moved to NBC Securities, Inc. in Birmingham in May of 1996 and has been associated with the firm ever since.  Bart now serves as Vice President and Financial Advisor for NBC Securities in Fairhope, Alabama.

Bart’s primary focus is assisting clients and developing plans for them that will allow them to reach their Financial Goals.  He offers a full range of investment and retirement planning services for individuals and businesses, including Non-Qualified Deferred Comp Plans, 401(k)s, SIMPLE IRAs, SEP IRAs, Traditional and ROTH IRAs, Annuities,  529 plans and traditional retail brokerage accounts.  He also has a wealth of experience with Fixed Income Investments, especially Tax-Free Bonds.

Bart lives in Daphne with his wife, Mary Esther and their 3 children, where they all enjoy a variety of outdoor sports and are active in their local church.


Serving the Huntsville Market:


Greg Musso
(256) 713-1411
gmusso@nbcsecurities.com

Gregory S. Musso, Vice President and Financial Advisor, works in the downtown office of National Bank of Commerce in Huntsville, and has been licensed with NBC Securities since 2001.   Mr. Musso’s primary focus is to help client’s develop investment strategies that enable them to live an enjoyable, dignified retirement.  Greg offers solutions such as  401(k)s, SIMPLE IRAs, SEP IRAs, annuities, and College 529 Plans, as well as traditional retail brokerage accounts.  Musso graduated cum laude from the University of Alabama in 1993 with a degree in Finance, and has over 10 years of prior banking experience as a credit analyst and commercial banking officer.  Additionally, Greg served as Vice President of Private Client Services for First American Bank before transitioning to his current role with NBC Securities.  He enjoys spending time with his family, and competing in recreational activities such as mud runs and triathlons.


Bank Disclosure

Wealth management and investment services are offered through NBC Securities, Inc., a registered Investment Advisor, member FINRA and SIPC. National Bank of Commerce is not a registered Investment Advisor and is not affiliated with NBC Securities, Inc. Products offered through NBC Securities, Inc. are not a deposit, not FDIC insured, not guaranteed by the bank, not insured by any government agency, and may lose value.