Jacki S. Imbrey,  CFP<sup>&reg;</sup> - Financial Advisor

Jacki S. Imbrey, CFP®

ChFC, CLU

Equitable Advisors/Waypoint Financial Partners

1322 Dowell Springs Blvd.
Knoxville, TN 37909

Equitable Advisors/Waypoint Financial Partners

1322 Dowell Springs Blvd.
Knoxville, TN 37909
(865) 588-9333

General

Jacki Imbrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equitable Advisors/Waypoint Financial Partners in Knoxville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RICP

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

AXA Advisors, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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