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David Hayes

Professional designations
CFP
Firm or Broker/Dealer name
Commonwealth
States licensed in
Homewood
,
Alabama
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Tax Planning
Social Security
Retirement/Retirement Income
Wealth Management
Time Zone

I joined Wings for Widows because some of the most meaningful work I have ever done has been walking alongside widows during one of the most difficult seasons of their lives. Over the years, I have had the privilege of helping many widows navigate complex financial decisions after the loss of a spouse, and I have found that work to be deeply rewarding. In fact, I often found myself saying, “I would do this work even if I weren’t paid for it.” That is exactly why Wings for Widows feels like such a natural fit.

My heart is to use my knowledge to bring calm, clarity, and confidence to people who may feel overwhelmed by decisions they never expected to face alone. Whether it is organizing financial accounts, understanding income options, reviewing insurance, thinking through retirement decisions, or simply knowing what to do next, I want widows to feel heard, cared for, and supported every step of the way.

I am a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping families and professionals build clarity and confidence in their financial lives. My background blends personal integrity, practical experience, and a passion for serving others, and I provide a comprehensive approach to wealth management, retirement planning, and financial decision-making.

After graduating from the University of Alabama at Birmingham, where I also played baseball, I began my career in youth ministry and medical sales before finding my true calling in financial planning. Those experiences shaped the way I serve today: by listening first, building trust, and breaking down complex financial topics into clear, actionable steps.

My planning philosophy is rooted in long-term relationships, thoughtful guidance, and a commitment to putting people’s best interests first. I believe good financial advice should not only answer questions, but also bring peace of mind.

Outside the office, my wife, Frances, and I are raising our three children — Lawson, Sally Beth, and John David. We enj...