BHK

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.

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.

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.

Martin joined BHK in June 2021. He brings with him over 30 years of experience as a Financial Advisor, assisting individual investors and families achieve their financial goals. He began his career in 1987 as a stockbroker at Sterne Agee & Leach. In 1996 he moved to Morgan Keegan (now Raymond James) and was the Birmingham Branch Manager from 2001-2006. He joined Citigroup Smith Barney in 2006 which merged with Morgan Stanley in 2009. At Morgan Stanley he was a First Vice President and specialized in Portfolio Management.

Martin earned his bachelor’s degree at Tulane University and has worked in the financial industry his entire professional career.

Brooks provides investment-consulting services to high-net-worth individuals, institutions, endowments, and trusts.  His responsibilities include strategic and tactical asset allocation, investment manager research, and analysis.

Brooks has been in the financial services industry since 2006.  He began his career with SunTrust Bank as a commercial banker where he built the technical and analytical foundation for credit analysis and loan structuring while managing a portfolio of clients, providing credit, trust, investment, and cash management expertise.  Subsequently, Brooks served as a senior level investment performance measurement consultant in the areas of investment performance analysis, operational improvement, and compliance.  Immediately prior to BHK, Brooks worked with Porter White & Company, supporting the wealth management needs of high-net-worth individual clients, as well as working with trustees and investment committees in managing and making investment decisions for retirement plans, endowments, and other institutional funds.

Brooks has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He has also earned the Certificate in Investment Performance Measurement™ (CIPM®) designation which recognizes his qualifications as a highly knowledgeable investment performance professional with a commitment to his clients’ best interests.  He earned his bachelor’s degree in Managerial Finance as well as Banking & Finance from the University of Mississippi.

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.