Rick McGimsey
Financial Advisor
Meet Rick McGimsey. Born and raised in Birmingham, Alabama, Rick graduated from W.A. Berry High School and received a Bachelor of Science degree from the University of Alabama. He also attended the University of Alabama in Birmingham Graduate School of Business from 1977 – 1980. Rick’s business experience includes work as Benefit Authorizer with the Social Security Administration. He began his investments career with E.F. Hutton in 1984 and has worked in the financial services industry since. He joined CB&S Financial Services, Inc. in 2009. Rick married Peggy in 1980, and they now have two daughters, Carrie and Katie. He enjoys fishing at the family lake house in Shelby County, sailing at the Birmingham Sailing Club at Logan Martin Lake, and occasionally playing a round of golf. The investment and insurance industries continue to change dramatically. It is the job of a good Financial Advisor to assess the objectives, parameters, and personal feelings of clients and make recommendations that best fit their needs.