John G. Brock
Principal and Presidentjohn.firstname.lastname@example.org
John is a founding partner of the BHK Investment Advisors, LLC. He began his career with Merrill Lynch in 1972. After moving to Robinson Humphrey Company (now part of Smith Barney), in 1974 he pioneered the investment management consulting business at Robinson Humphrey and was Senior Vice President and Consulting Group Director, a position reflecting his dedication to this particular specialty area.
His position is one of providing investment-consulting services to institutions, endowments, trusts, and high-net-worth individuals. His responsibilities include corporate services such as stock-option purchase plans, qualified and non-qualified compensation/retirement plans, executive financial planning/management and other services related to both public and private corporations.
John was one of the founders and the first President of the Investment Management Consultants Association. IMCA is currently the largest investment management consulting group association in the world with over 5,000 members. The Association plays a significant role in defining the standards for the consulting industry and speaks for the financial service industry in matters pertaining to investment consulting.
John earned his Bachelor of Science degree from Auburn University in 1967. He completed the requirements for and received the Certified Investment Management Associate designation after completing the education requirements of the Wharton School at the University of Pennsylvania.
Meredyth R. (Robby) Hazzard
Principal and Chief Executive Officerrobby.email@example.com
Robby began his career in the investment management-consulting field in 1985 at the Robinson Humphrey Company where he was Senior Vice President and Consulting Group Director.
His position is one of providing investment-consulting services to institutions, endowments, trusts, and high-net-worth individuals. His responsibilities include strategic and tactical asset allocation, investment manager research and analysis and financial planning/management.
Robby was a charter member of the Association of Professional Investment Consultants (AIPC) and Chairman of the Technical Committee. Before forming BHK Investment Advisors, LLC in 2006, he worked for Wachovia Securities for eight years and the Robinson-Humphrey Company (now part of the Salomon Smith Barney) for fourteen years, during which time he supervised the Consulting Group’s technical center, was named to the firm’s Chairman’s Council and was awarded the firm’s national Harry Irving award in recognition of providing outstanding client service.
He earned his degree in electrical engineering from Auburn University and worked as a consulting engineer before entering the financial services industry.
J. Bailey Knight
Principal and Chief Compliance Officerbailey.firstname.lastname@example.org
Bailey specializes in strategic financial and estate planning and began his career in the financial services industry in 1991. Before forming BHK Investment Advisors, LLC in 2006, he was a partner with John Brock & Robby Hazzard at Wachovia Securities for eight years and Salomon Smith Barney for three years. His experience includes working as a Certified Public Accountant, and as a commercial loan officer for AmSouth Bancorp, a bank holding company listed on the New York Stock Exchange. He earned his bachelor’s degree in accounting from the University of Alabama.
Samuel M. Kirkpatrick III
Financial Advisor and Portfolio Managersam.email@example.com
Sam began his financial services career in 2000, and focuses on working with individuals and foundations & endowments to create customized wealth management strategies to meet their needs. Sam joins Robby Hazzard in heading up investment manager research & analysis for the firm as well. Sam has obtained the Certified Wealth Strategist (CWS) designation. He earned his bachelor’s degree in Business Administration with a concentration in Finance from Birmingham-Southern College. Sam has also received the Certificate in Financial Planning from Florida State University.
J. Chris Mason
Chris joined BHK Investment Advisors in March 2008, as a financial advisor. Prior to joining BHK, he spent 8 years as an advisor with a Fortune 500 financial services firm. Chris’s practice focuses on consulting with individual and institutional clients in the areas of investment and wealth planning. Chris is an active member of Investment Management Consultants Association® (IMCA), the professional association for advanced investment consultants and wealth managers. He has also obtained the Certified Wealth Strategist (CWS) designation. Chris holds a B.S. in Business Management from the University of Alabama Birmingham, where he currently serves on the Collat School of Business Finance Advisory Board.
Charles joined BHK Investment Advisors in 2014 as a financial advisor. His practice is dedicated to advising individual, corporate, and non-profit clients in the areas of investment and retirement planning. Prior to joining BHK, Charles managed the ERISA Consulting Group at Sterne Agee and previously served as the Director of Portfolio Strategy for Johnson Sterling. Charles earned his bachelor’s degree in Finance from Auburn University and has been awarded the Accredited Investment Fiduciary (AIF) designation by the Center for Fiduciary Studies. He holds his Series 7 and Series 66 licenses. Charles serves on the Board of Directors for the Mountain Brook City Schools Foundation and is a member of the Profit Sharing/401(k) Council of Alabama, the Monday Morning Quarterback Club, and the Kiwanis Club of Birmingham.
Director of Client Operations & Administration and Operations Managermelissa.firstname.lastname@example.org
Melissa began her financial services career as an assistant to John Brock and Robby Hazzard in 1986. Since that time, she has worked in the area of performance reporting, administration and operations. As Director of Client Operations and Administration she coordinates all aspects of client communication and account processing.
Her knowledge of the firm's clients and their specific needs makes her an integral part of the BHK team. She participates in investment committee meetings to further that client knowledge. Backed by her team of administrative assistants, Melissa is the foundation of the firm's service efforts.
Melissa is Series 7 registered.
Check the background of these investment professionals on FINRA's BrokerCheck.