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Paul B. Anderson

CFP®

SVP & Senior Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

U.S. Bank Private Wealth Management

333 Commerce Street, Suite 900
Nashville, TN 37201
(615) 251-9218

Brad J. Bower

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Financial Advisor serving Tennessee and the surrounding communities.

Patriot Investment Management

9721 Cogdill Rd, Ste 101
Knoxville, TN 37932-4301
(865) 777-2479

William A. Bryson, Jr.

CFP®, CLU, ChFc

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Tennessee and the surrounding communities.

AXA Advisors, LLC

1020 Castle Heights Ave N, Ste C
Lebanon, TN 37087-5627
(615) 444-6548

Anthony P. Shea

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Glad Financial Services IncInc

161 Belle Forest Circle, Suite 202
Nashville, TN 37221
(615) 467-3218

T. Lee Sherbakoff

CFP®, CPA/PFS, RICP®

Partner, Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

The Nalls Sherbakoff Group, LLC

9724 Kingston Pike, Suite 704
Knoxville, TN 37922

The Nalls Sherbakoff Group, LLC

5808 Meadow Glen Dr
Knoxville, TN 37919
(865) 691-0898
CONNECT WITH T. Lee
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Michael W. Cartwright

CFP®

Senior Associate, LWWM / Financial Advisor, RJFS

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Lawson Winchester Wealth Management

325 Cherokee Blvd, Suite 301
Chattanooga, TN 37405
(866) 900-3793
(423) 648-0570

Charles B. Gillen

CFP®

Specialties:

Financial Advisor serving Tennessee and the surrounding communities.

Bruce Gillen, CFP

22 Public Sq, PO Box 526, Ste 1
Columbia, TN 38402-0526
(800) 281-6574
(931) 388-6346

Kevin S. Proffitt

CFP®

Wealth Management Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Northwestern Mutual Investment Services, LLC

110 Triplett Ln
Knoxville, TN 37922
(865) 251-5120

Jacki S. Imbrey

CFP®, ChFC, CLU

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Tennessee and the surrounding communities.

AXA Advisors/Imbrey & Associates

1322 Dowell Springs Blvd.
Knoxville, TN 37909

AXA Advisors/Imbrey & Associates

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

Kris J. Kinslow

CFP®, CLU

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Lincoln Financial Advisors

2100 West End Ave, Ste 800
Nashville, TN 37203-5241
(615) 329-9975

Jerome B. Moore

CFP®, CIMA

Partner

Specialties: Comprehensive Financial Planning, Attending College

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Tower Wealth Advisors

205 Powell Pl, Ste 227
Brentwood, TN 37027
(615) 369-0660

J. L. Crain, III

CFP®

Senior Vice President Wealth Management

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

B Riley Wealth Management

6000 Poplar Ave, Suite 201
Memphis, TN 38119

B Riley Wealth Management

6590 Pidgeon Hall
Memphis, TN 38119
(901) 255-1381

Kimberlee A. Spencer

CFP® CDFA®

RIA

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

The Nalls Sherbakoff Group, LLC

9724 Kingston Pike, Suite 704
Knoxville, TN 37922
(865) 691-0898
CONNECT WITH Kimberlee
  • facebook link
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Erik C. Milam

CFP®, RLP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1423

Mindy S. Hirt

CFP®

Wealth Advisor

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Argent Trust Company

3102 West End Avenue, Suite 775
Nashville, TN 37203
(615) 385-2718

Jason B. Frazier

CFP®, ChFC®, AIF®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Shoemaker Financial

2176 West Street, # 100
Germantown, TN 38139
(901) 757-5757

Kevin N. Gormley

CPA, PFS, CFP®

Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Leading Edge Financial Planning

6921 Office Park Cir
Knoxville, TN 37909
(865) 617-6237

Wes Brown

CFP®

Principal Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

CogentBlue Wealth Advisors, LLC

520 W. Summit Hill Drive SW, Suite 105
Knoxville, TN 37902
(865) 309-5892
CONNECT WITH Wes
  • twitter link
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Steven L. Dick

CFP®, ChFC

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Sapiat Asset Management, LLC

705 Professional Plaza Dr, Suite 2
Greeneville, TN 37745
(423) 636-1800
CONNECT WITH Steven
  • facebook link
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Michael R. Wallin

CFP®, LUTCF

President

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Mountain Brooke Wealth Management, LLC

109 Holiday Court, Ste A6
Franklin, TN 37179

Mountain Brooke Wealth Management, LLC

2705 Douglas Lane
Thompsons Station, TN 37179
(888) 302-5559
(888) 302-5559

David A. Hodges

CFP®

Principal

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Integra Wealth, LLC

871 McCallie Ave, Ste. 100
Chattanooga, TN 37403
(423) 664-0344

John Anderson

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Business...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Cypress Wealth Management, LLC

2171 Judicial Drive Suite 114
Germantown, TN 38138
(901) 292-3596

John A. Spann, IV

CFP®, CLU®

Financial Planer

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Peachtree Planning

9019 Overlook Blvd, D-1
Brentwood, TN 37027
(615) 690-7222

Martin S. Kelman

CFP®

Chairman

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Tennessee and the surrounding communities.

Kelman-Lazarov, Inc.

5100 Poplar Ave, Ste 2805
Memphis, TN 38137
(901) 685-8284

Yvonne M. Marsh

CPA, CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Marsh Wealth Management

504 Ebenezer Rd
KNOXVILLE, TN 37923
(865) 622-2162
CONNECT WITH Yvonne
  • linkedin link

Lindsay A. Youngbauer

CFP®

Vice President

Specialties:

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Diversified Trust Company

3102 West End Avenue, Suite 600
Nashville, TN 37203
(615) 386-7302

William Liles

CFP®, CFA, CIMA

Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Baird

2525 West End Ave, Suite 1000
Nashville, TN 37203
(615) 341-7016
CONNECT WITH William
  • linkedin link

Catherine V. Quinn

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Quinn Financial Partners

2726 Larmon Ave
Nashville, TN 37204
(615) 297-3434

Hubert E. Wootten, III

MS, CFP®, CLU,CLTC

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Tennessee and the surrounding communities.

Innovative Financial Group, LLC

210 25th Ave N, Ste 1200
Nashville, TN 37203
(615) 515-8142

Celia K. Brugge

MBA, CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds,...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Dogwood Financial Planning

10885 Bethany Pl
Eads, TN 38028