Focus
Integrity has been the foundation of Alan Lamar’s career from the very beginning. Guided by a personal commitment to be an honest and dependable advisor and person each day, he believes lasting relationships are built through trust, consistency, and genuine care for the people he serves.
Alan combines a strong accounting background with years of experience working alongside individuals and families as they make important financial decisions. As both a Certified Public Accountant* (not currently practicing) and Certified Private Wealth Advisor®, he enjoys helping clients think through complex situations, understand their options, and working to move forward with greater clarity.
Service has always been an important part of Alan’s life. In addition to his work with clients, he has dedicated many years to organizations throughout East Mississippi, believing that supporting the community is just as meaningful as serving clients. His professional and community involvement has included recognition as part of the Forbes Best-in-State Wealth Management Team for multiple years (2023-2026), along with leadership roles across several local organizations.
Education, Awards & Credentials
- Mississippi State University, Bachelor of Accountancy
- University of Mississippi, Master of Accountancy (Tax Emphasis)
- Certified Public Accountant (CPA) Inactive
- Certified Private Wealth Advisor® (CPWA®)
- United Way of East Mississippi Volunteer of the Year
- Former Treasurer, Meridian Community College Foundation (19 years)
- Board Member, Phil Hardin Foundation
- Commissioner, Meridian Airport Authority
Outside the Office
Meridian has always been home for Alan. He and his wife, Lou Ann, have shared more than three decades of marriage after first meeting as childhood sweethearts. Today, they enjoy spending time with their children, Ann Morgan, William, and Logan, along with their granddaughter, Nora.
Whether traveling, hiking, skiing, hunting, fishing, or staying active outdoors, Alan enjoys opportunities to bring family together. He also continues to look for ways to give back to the community and hopes to continue serving both clients and his hometown for many years to come.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).