Our Firm

Pouncy Financial, LLC is based out of the Auburn/Opelika region of central Alabama and serves clients across the Southeast.  As LPL Financial Advisors, we are independent advisors powered by LPL Financial, LLC, the #1 independent broker/dealer in the country.  

Our local team consists of Pamela Pouncy, our founding partner, who lives in Opelika, Alabama, and Savannah Patrick, who lives in the Greater Montgomery, Alabama area.  Our larger team consists of LPL back-office partners serving you from home offices in Austin, Boston, Fort Mill and San Diego. 

Pamela and Savannah also team with Ramsey solutions for helping you with managing debt, budgeting and financial discipline.  Savannah is a Ramsey Preferred Coach and Pamela is a Ramsey SmartVestor Pro. 

Between Pamela and Savannah, you have access to over 40 years of investment and teaching experience; a time-tested investing approach with the heart of a teacher.  We listen to you and take an in-depth inventory of what you have and where you want to be.  Then we build your investments and other financial solutions around your life to meet your specific needs. You will find that our team has what it takes to help you make the most of your financial resources and have confidence in your financial future.