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As a woman-owned business, proudly serving our community, Everett Advisory Partners celebrates International Women’s Day. We celebrate the achievements of women across the globe. To all the women who exhibit strength, honor, resilience and fortitude, today we acknowledge you! Because of you, the world is a better place.

Everett team members Rena Ramsey, Sam Harris, and Lisa Mead were excited to attend the 2021 Ole Miss Banking and Finance Symposium. The event at the Oxford Convention Center provided community bankers in the southeast with insight on the current state of community banking and regulations, as well as the challenges and opportunities facing the … Read More

According to the National Association of Women Business Owners, there are over 11.6 million women-owned businesses in the U.S. These firms generate nearly 1.8 trillion in sales and employ over 10.1 million workers. As great as they are, these figures can’t even begin to illustrate the magnitude of impact that women-owned businesses have made within … Read More

On Saturday September 2nd, Everett Advisory Partners’, Dr. Josephine Bennett conducted a workshop at the University of Southern Indiana’s DE&I Conference, “From Moment to Movement.” Dr. Bennett presented information on the metrics that should be considered when analyzing DE&I data. According to Dr. Bennett, the goal of the workshop was to offer a very practical … Read More

On September 21, Jim Phillips participated in a panel discussion at the Birmingham Chapter meeting of InfraGard. InfraGard is a partnership between the Federal Bureau of Investigation (FBI) and members of the private sector for the protection of U.S. Critical infrastructure. The meeting and discussion commemorated the 20th anniversary of the Birmingham chapter. Also participating … Read More

FIntegrate and Everett Advisory Join Forces

The Senate passed the Families First Coronavirus Response Act, and President Trump signed it into law with an effective date of April 2, 2020 with most provisions expiring on December 31, 2020. The Act contains several provisions that will significantly impact employers with fewer than 500 employees. Use the following link to view our summary … Read More

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A Birmingham-based financial advisory firm is growing through the acquisition of a Texas-based firm. Lisa Narrell-Mead, has entered into a definitive agreement to acquire Dallas-based Everett Advisory Partners LLC through Workplace Advisors LLC, the firm she founded in 2013. Financial details of the deal were not disclosed. Narrell-Mead will serve as CEO of the combined … Read More