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Tennessee Tennessee

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Tennessee involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Tennessee?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Tennessee to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Tennessee financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Tennessee

Russ Kefauver

Kefauver Financial Planning & Wealth Management

1020 William Blount Dr.

Maryville, TN 37801

865-268-9585

Jordan Wedell CFP^®

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

Katie Centofonti

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-6121

Mitchell Horst

Select Wealth Advisers

6075 Poplar Ave.
Crescent Center STE 406

Memphis, TN 38119

901-455-2355

Bob Robbins

Robbins Capital Management Inc.

936 Mountain Creek Road, U219

Chattanooga, TN 37405

423-991-8555

Gabriel Talley

Edelman Financial Engines, LLC

109 West Park Suite 120

Brentwood, TN 37027

615-628-3204

Larry Prislovsky

L.P.Financial Advisors.Inc

10420 Jackosn Oaks Way suite 100

Knoxville, TN 37922

865-691-1130

Travis Cullman

Southwestern Investment Advisory Services, Inc.

136 Concord Rd

Knoxville, TN 37934

865-686-5202

Scott Buell

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

List of Additional Financial Advisors in Tennessee*

* Additional advisor listing is provided in partnership with Yext

Michael Sartore

6 Cadillac Drive

Brentwood, TN 37027
904-553-3617

Vantage Wealth Advisors - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-5067

Randy White - Ameriprise Financial Services, LLC

2220 Award Winning Way
Ste 100

Knoxville, TN 37932
865-693-4772

Steve Boots - UBS Financial Services Inc.

115 North Washington Avenue

Cookeville, TN 38501
931-520-5534

Heath Larkin - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Paul Payne - Morgan Stanley

820 Broad Street, 1st
Floor

Chattanooga, TN 37402
423-752-4753

Knoxville, TN Branch Office - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1239

The Torbett Group - Ameriprise Financial Services, LLC

102 W Springbrook Dr

Johnson City, TN 37604
423-930-8959

Bilyeu CPA Group, PC

314 Old Jamestown Highway

Crossville, TN 38555
931-484-8200

Angela Smith - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-5067

The Parker-Lewallen Group - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6100

Family Office Partners - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8220

Allstate Personal Financial Representative: Kenneth Bowley

1114 Poplar View Ln N

Collierville, TN 38017
901-335-6109

Ascension Financial Partners

216 Centerview Drive
Suite 222

Brentwood, TN 37027
615-377-6254

Edward Jones - Financial Advisor: Brian Boatright, AAMS¿

114 East Main Street

Kingsport, TN 37660
423-723-0321

Jimmy Shamoun - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5060

Endeavor Wealth Partners - UBS Financial Services Inc.

6100 Tower Circle
Suite 100

Franklin, TN 37067
615-721-4909

Edward Jones - Financial Advisor: Kody Alexander, AAMS¿

907 J Vann Dr

Jackson, TN 38305
731-664-9614

Michael V Biggs, CLU, ChFC, MBA

1817A Madison Street
Suite 3

Clarksville, TN 37043
931-245-5480

Allstate Personal Financial Representative: Angela Taylor

1425 N Germantown Pkwy
Ste 6

Cordova, TN 38016
901-292-3106

Edward Jones - Financial Advisor: W Barclay Lezon Sr, ChFC®|AAMS¿|CRPC®

133 James Luscinski
Suite 102

Murfreesboro, TN 37129
615-895-0276

Prosperity Partners Wealth Management

306 Prosperity Drive
Suites 101 & 103

Knoxville, TN 37923
865-690-0049

Bryant Caveness - Ameriprise Financial Services, LLC

1999 E Stone Dr
Ste 400

Kingsport, TN 37660
423-246-9226

Gregory Younger - Ameriprise Financial Services, LLC

213 Overlook Cir
Ste A2

Brentwood, TN 37027
615-234-7530

Vantage Point Financial Planning - Ameriprise Financial Services, LLC

4509 Papermill Dr

Knoxville, TN 37909
865-212-2376

April Thurman - Ameriprise Financial Services, LLC - CLOSED

22 Public Sq
Ste 1

Columbia, TN 38401
931-388-6346

Rebecca M. Fitschen - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3017

Lee Roberts - Ameriprise Financial Services, LLC

1111 North Shore Dr
Ste N-250

Knoxville, TN 37919
865-357-5000

Hardin Valley Wealth Management - Ameriprise Financial Services, LLC

2220 Award Winning Way
Ste 100

Knoxville, TN 37932
865-693-4772

John C Darwin - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4702

Roger E Kiefer - Ameriprise Financial Services, LLC

9724 Kingston Pike
Ste 1010

Knoxville, TN 37922
865-690-6169

Lawson Winchester Wealth Management

325 Cherokee Boulevard
Suite 301

Chattanooga, TN 37405
423-648-0570

Morgan Stanley Financial Advisors

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6100

Edward Jones - Financial Advisor: Jason Retzlaff, AAMS¿

19 S Public Square

Murfreesboro, TN 37130
615-956-6167

Strategic Harvest Group - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6100

Jeremy Sweeney - Ameriprise Financial Services, LLC

725 Cool Springs Blvd
Ste 600

Franklin, TN 37067
615-312-8222

Cookeville,TN Branch Office - UBS Financial Services Inc.

115 North Washington Avenue

Cookeville, TN 38501
931-528-5426

Jody B Riggs - Ameriprise Financial Services, LLC

1206 Pointe Centre Dr
Ste 140

Chattanooga, TN 37421
423-648-0782

Mark Stooksbury - Ameriprise Financial Services, LLC

1111 North Shore Dr
Ste N-250

Knoxville, TN 37919
865-357-5000

Stacy Womack - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2425

Well House Financial Group - Ameriprise Financial Services, LLC

22 Public Sq
Ste 1

Columbia, TN 38401
931-388-6346

Brewer Investment Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8153

Darrell Douglas - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5099

Rockford Wealth Management - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8167

Mike Darnell - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Keith Kirk - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-5085

Kiefer & Tilley - Ameriprise Financial Services, LLC

9724 Kingston Pike
Ste 1010

Knoxville, TN 37922
865-690-6169

Jordan Edmundson, CFP - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3099

Stamper, Zion & Associates - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1250

The Chickasaw Oaks Group - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6100

Barrington Gist - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2411

Budd Wealth Management

725 Cool Springs Boulevard
Suite 600

Franklin, TN 37067
615-567-3056

Wilson Bankruptcy Services

405 1/2 A 31ST AVENUE N.

Nashville, TN 37209
615-297-2400

Fifth Third Private Bank - Robert Cook

424 Church Street

Nashville, TN 37219
615-687-3058

Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED

22 Public Sq
Ste 1

Columbia, TN 38401
800-281-6574

Michael Eckholdt | LPL Financial

124 Player Dr.

Murfreesboro, TN 37128
615-624-7487

Rebecca M Pobieglo - Morgan Stanley

820 Broad Street
1st Floor

Chattanooga, TN 37402
423-752-4711

David Bowen - Ameriprise Financial Services, LLC

200 E Main St
Ste 302

Kingsport, TN 37660
423-396-1214

Mike M McKenzie - Morgan Stanley

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-330-0726

Tire Discounters

865-320-9733

Allstate Personal Financial Representative: Greg Anderson

9215 Middlebrook Pike
Ste 400

Knoxville, TN 37931
865-219-2708

Jeffery Allen Wiese, CEPA, CFP - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-757-7622

Newton Law - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-752-5699

Scott McDonald - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-757-7609

The Green Odom Group - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1249

Homewell East Nashville

177 E. Main St.
Suite 6

Hendersonville, TN 37075
615-622-9360

Allstate Personal Financial Representative: Sherri Thomas

4735 Spottswood Ave
Ste 104

Memphis, TN 38117
901-605-7893

Frederick Dasso - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6530

The Tennessee Valley Group - Morgan Stanley

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-330-0742

Tommy's Express® Car Wash

5313 Franklin RD

Murfreesboro, TN 37128
615-270-3700

James Clifford Walker - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4741

Dawn M Crough - Ameriprise Financial Services, LLC

7047 Lee Hwy
Ste 309

Chattanooga, TN 37421
423-424-3340

Giles Financial Group - Ameriprise Financial Services, LLC

1053 W Rex Rd

Memphis, TN 38119
901-683-6767

Andy Valentine - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4486

Allstate Personal Financial Representative: Eric Fiedler

9700 Kingston Pike
Ste 1

Knoxville, TN 37922
631-379-5644

Allstate Personal Financial Representative: William Hoyle

109 Holiday Ct
Ste B1

Franklin, TN 37067
931-797-0678

Walter H Powell - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-8607

Retirement Systems Solutions

725 Cool Springs Blvd
6th flr

Franklin, TN 37067
877-856-2489

Julie W Terry - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5065

Anna White - Ameriprise Financial Services, LLC

371 Fountain View Cir

Alcoa, TN 37701
865-982-2653

Keri Gage - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3022

Ashley Raymond - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-424-3321

Edward Jones - Financial Advisor: Matt Spellings

1205 E Wood St
Suite A

Paris, TN 38242
731-642-8424

Mark Kaplan - Financial Service Professional

1715 Aaron Brenner Drive
Suite 701

Memphis, TN 38120
901-762-4772

Wealth Management Group of Tennessee

751 Cool Springs Boulevard
Suite 100

Franklin, TN 37067
615-778-1790

Vance Lahey - Ameriprise Financial Services, LLC

751 Cool Springs Blvd
Ste 200

Franklin, TN 37067
615-771-5278

Premier Financial

8275 Tournament Dr
Ste 170

Memphis, TN 38125
901-590-3824

Guidance Advisors, Inc.

422 South Gay Street
Suite 200

Knoxville, TN 37902
865-963-4811

Century Financial

9055 Forest Centre Drive

Germantown, TN 38138
901-752-0022

Waypoint Financial Partners, LLC

1322 Dowell Springs Boulevard

Knoxville, TN 37909
865-588-9333

Foothills Retirement Income Solutions, LLC

1516 Mint Meadows Drive

Maryville, TN 37803
865-268-5014

Henderson Financial Group, Inc.

5409 Maryland Way
Suite 300

Brentwood, TN 37027
615-386-9141

Penn Mutual Music City

214 Overlook Circle
Suite 120

Brentwood, TN 37027
615-846-3322

Mt. Juliet Advisors

547 N Mt Juliet Road
Suite 300

Mount Juliet, TN 37122
615-953-9487

Standley Financial Group

1804 Williamson Court
Suite 207

Brentwood, TN 37027
615-221-4666

Commerce Advisors LLC

5050 Poplar Ave
Suite 2020

Memphis, TN 38157
901-260-6061

Don Randolph & Associates

272 N Spring St

Sparta, TN 38583
931-837-8881

Waypoint Financial Partners, LLC

4160 North Ocoee Street
Suite 9

Cleveland, TN 37312
423-472-1947

LifeScope Financial Advisors

122 Lee Parkway Drive
Suite 113

Chattanooga, TN 37421
423-553-1011

Landon Carlisle, Hilliard Lyons

1639 Medical Center Parkway

Murfreesboro, TN 37129
615-904-2711

Cox Wealth Management, LLC

6031 Shallowford Road
Suite 109

Chattanooga, TN 37421
423-894-3882

Darrin Wall - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-757-7600

James Reynolds - UBS Financial Services Inc.

One Union Square
Krystal Building

Chattanooga, TN 37402
423-757-7620

Thomas Eddy, CFP - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-757-7638

TriCities Advisors

302 Sunset Dr
Ste 107

Johnson City, TN 37604
423-282-0662

NCM Financial Services

1800 Business Park Drive
Suite 103

Clarksville, TN 37040
931-906-2415

Scott Giles - Ameriprise Financial Services, LLC

1053 W Rex Rd

Memphis, TN 38119
901-683-6767

Jennifer Sexton - Ameriprise Financial Services, LLC

270 Glenis Dr
Ste B

Murfreesboro, TN 37129
615-890-9411

Jimmy Scotchie - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-424-3301

Justin Wilson - Ameriprise Financial Services, LLC

19461 Alberta St

Oneida, TN 37841
423-569-5055

Todd Bevins - Ameriprise Financial Services, LLC

200 E Main St
Ste 302

Kingsport, TN 37660
423-396-1215

The Bold Spring Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6503

Dean Financial

725 Cool Springs Boulevard
Suite 600

Franklin, TN 37067
615-377-0222

Bryan Brown, New York Life

265 Brookview Centre Way

Knoxville, TN 37919
865-235-4908

Insight Alliance

109 Westpark Drive
Suite 150

Brentwood, TN 37027
615-902-3648

Eagle Mortgage & Funding

6260 Poplar Avenue

Memphis, TN 38119
901-761-9700

Vast Wealth Advisors

109 Westpark Dr.
Suite 320

Brentwood, TN 37027
615-953-7300

Business Development Advisers

4222 Millbranch

Memphis, TN 38116
877-488-8772

TrustCore

5314 Maryland Way
Suite 300

Brentwood, TN 37027
615-377-1177

First Command Financial Advisor - Christina Alford

123 Center Park Dr
Suite 221

Knoxville, TN 37922
865-392-5506

Alia Wealth Partners

7475 McVay Station Court
Suite 107

Germantown, TN 38138
901-748-4899

Allstate Personal Financial Representative: Jay Thomas Beasley

301 Seven Springs Way
Ste 101

Brentwood, TN 37027
615-372-8661

Libby King - Morgan Stanley

820 Broad Street
1st Floor

Chattanooga, TN 37402
423-752-4747

Robert Wallace - Ameriprise Financial Services, LLC

1408 Currier Ln

Knoxville, TN 37919
865-531-9185

Aldred, Greenwell & Lane

830 CRESCENT CENTRE DR.
SUITE 450

FRANKLIN, TN 37067
615-435-4165

Rosecrete Wealth Management

1515 McKennie Avenue
Suite A

Nashville, TN 37206
615-589-5623

Edward Jones - Financial Advisor: Jeff Good

6041 Rural Plains Circle
Suite 105

Franklin, TN 37064
615-656-4367

Todd McCamey - Merrill Lynch

800 S Gay Street
#2200

Knoxville, TN 37929
865-521-8810

First Command Financial Advisor - Terence Clay

2279 Raleigh Court

Clarksville, TN 37043
931-647-6516

David W Darst - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4739

Edward Jones - Financial Advisor: Todd J Nelson

390 Mallory Station Rd
Suite 105

Franklin, TN 37067
615-767-0032

Dave Ferraro - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Eric Berner, Financial Advisor - Waddell & Reed

100 Bluegrass Commons Blvd, Suite 2100

Hendersonville, TN 37075
615-490-7052

Wood Financial Group

181 East Main Street
Suite 7

Hendersonville, TN 37075
615-826-5749

Fifth Third Private Bank - Taylor McBath

424 Church Street

Nashville, TN 37219
615-687-8083

The Sims Financial Group, Inc.

855 Ridge Lake Blvd.
Suite 303

Memphis, TN 38120
901-680-7500

First Command Financial Advisor - Will Hedgpeth

541 N Mt. Juliet Rd
Ste 2202

Mount Juliet, TN 37122
615-905-1784

The Bilsky Bridgmon Group - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-8665

Michael Roth - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6542

Lawrence Taylor - UBS Financial Services Inc.

115 North Washington Avenue

Cookeville, TN 38501
931-520-5513

The Campbell Johnson Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2405

Carol Biladeau - Ameriprise Financial Services, LLC

1408 Currier Ln
Ste 103

Knoxville, TN 37919
865-531-9185

Georganna Cooper - Morgan Stanley

820 Broad Street, 1st
Floor

Chattanooga, TN 37402
423-752-4712

Heritage Advisory Group - Ameriprise Financial Services, LLC

1408 Currier Ln

Knoxville, TN 37919
865-531-9185

IntelliPlan Inc.

865-441-1794

Edward Jones - Financial Advisor: Tim Ledman

1650 Murfreesboro Road
Suite 140

Franklin, TN 37067
615-791-6175

Wealth Management Group

7242 Old Harding Pike

Nashville, TN 37221
615-662-2885

George Forbis - Ameriprise Financial Services, LLC

1616 Westgate Cir

Brentwood, TN 37027
615-844-6126

Craig Torbett - Ameriprise Financial Services, LLC

102 W Springbrook Dr

Johnson City, TN 37604
423-930-8959

Gregory Ward - Ameriprise Financial Services, LLC

817 E Oldham Ave

Knoxville, TN 37917
865-588-0555

Evan Paul Forte - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4489

Jeffrey P Miller - Morgan Stanley

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-330-0746

Allstate Personal Financial Representative: James Weaver

5251 Highway 153
Ste B

Hixson, TN 37343
704-661-7502

Whit Smith - Ameriprise Financial Services, LLC

213 Overlook Cir
Ste A2

Brentwood, TN 37027
615-234-7526

Mark Harold Brewer, CIMA, CFP - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8153

Integrity Wealth Services

9724 Kingston Pike
Suite 1402

Knoxville, TN 37922
865-342-7766

Ryan Kemp, CFP, AWMA - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1204

The Parker Group - Morgan Stanley

21 Public Square

Columbia, TN 38401
931-560-1900

Bill Maclin - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5098

Gramercy Park Wealth Advisors, LLC

2400 Barton Avenue

Nashville, TN 37212
615-269-5550

Guidingpoint Financial Group - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5060

KeyStone Financial Resources, LLC

7112 Crossroads Boulevard
Suite 101

Brentwood, TN 37027
615-661-9554

TN Insurance Depot

394 West Main Street
Suite A13

Hendersonville, TN 37075
615-829-8989

Plummer Financial Services, LLC

8245 Tournament Drive
Suite #100

Memphis, TN 38125
901-748-0050

Panoramic Financial Planning

200 Prosperity Place

Knoxville, TN 37923
865-443-2305

Garrett Wealth Management, LLC

725 Cool Springs Boulevard
Suite 600

Franklin, TN 37067
615-221-0030

Lee Ziady - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4737

Stewardship Private Wealth Management

320 Seven Springs Way
Suite 250

Brentwood, TN 37027
615-377-0704

Kingsport, TN Branch Office - UBS Financial Services Inc.

200 East Main Street

Kingsport, TN 37660
423-230-1838

Robert Andrews - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8142

Guided Wealth Financial Partners, LLC

132 Maple Row Ste. 440

Hendersonville, TN 37075
615-570-2434

Chris Brown - Ameriprise Financial Services, LLC

3401 Mallory Ln
Ste 238

Franklin, TN 37067
615-594-1200

Empower Wealth Management

1306 Papermill Pointe Way

Knoxville, TN 37909
865-770-5535

Stifel | Schuette Wealth Management Group

1319 Sunset Drive
Suite 201

Johnson City, TN 37604
423-794-3187

Fifth Third Private Bank - Bradley Pinson

424 Church Street

Nashville, TN 37219
615-687-3102

Mayfield-Lenoir Team - Morgan Stanley

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-330-0718

Thierry V. Sommer & Associates

9724 Kingston Pike
Suite 102

Knoxville, TN 37922
865-692-1513

Gordon Lane Brewer - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8163

Senior Financial Advisors

530 Brandies Circle
Suite C

Murfreesboro, TN 37128
615-216-1048

Compass Advisory Group

321 Billingsly Court
Suite 16

Franklin, TN 37067
615-472-8223

First Command Financial Advisor - Mark Louderback

5050 Poplar Ave.
Ste 1716

Memphis, TN 38157
901-385-3110

Klem, Houston & Associates - Ameriprise Financial Services, LLC

208 Sunset Dr
Ste 101

Johnson City, TN 37604
423-283-9660

J Zac Masters, Health Insurance Agency

615-981-6242

McAdams Group, LLC

98 Timber Creek Drive

Cordova, TN 38018
901-737-3883

Kevin Roth Wells - Ameriprise Financial Services, LLC

6750 Poplar Ave
Ste 206

Memphis, TN 38138
901-312-7806

Allstate Personal Financial Representative: Dee Chomiak

1014 Fulton Greer Rd
Ste 2

Franklin, TN 37064
239-269-1982

Cairn Financial Group

501 Union Street
Unit 534

Nashville, TN 37219
615-810-8499

The Edwards Pharris Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6554

Roger R Williams - Ameriprise Financial Services, LLC

10025 Investment Dr
Ste 150

Knoxville, TN 37932
865-483-6669

John David Thomas - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1230

Verble Estate Preservation & Advisors, LLC

421 E. Iris Drive Suite 201

Nashville, TN 37204
615-373-2733

Gary Thomas Ward - Ameriprise Financial Services, LLC

1616 Westgate Cir

Brentwood, TN 37027
615-771-7717

Oula Horne | Reliance First Capital

840 Crescent Centre Dr.

Franklin, TN 37067
615-224-6546

AmeriSmith Enterprises

615-594-4192

Kristopher Kirby - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8002

Mason McGiboney - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6524

Capital Advisors Wealth Management, LLC

423-899-0849

Focus Financial Group, LLC

133 Holiday Court
Ste 204

Franklin, TN 37067
615-591-3937

NOW CFO

1900 Church St.
Suite 300

Nashville, TN 37203
877-884-0232

Premier Capital Management

1004 Perkins Lane

Franklin, TN 37069
615-830-8712

Mark Alexander - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6172

Dustin Morgan - Ameriprise Financial Services, LLC

7047 Lee Hwy
Ste 309

Chattanooga, TN 37421
423-875-0140

Lee, Danner & Bass, Inc.

3100 West End Ave
#1250

Nashville, TN 37203
615-244-7775

Julia Schap - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-8616

Bob Gessler - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6549

Jacyne Woodcox - Ameriprise Financial Services, LLC

1408 Currier Ln

Knoxville, TN 37919
865-531-9185

Music City Wealth Management - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8095

Charles C Hudson Jr - Ameriprise Financial Services, LLC

1053 W Rex Rd

Memphis, TN 38119
901-683-6767

Tony Boykin - Ameriprise Financial Services, LLC

751 Cool Springs Blvd
Ste 200

Franklin, TN 37067
615-771-5278

The Blue Collar CFO

41 Peabody St.

Nashville, TN 37210
615-505-1608

Chinyere Molokwu

731-444-9258

New York Life Insurance Company

265 Brookview Centre Way
Suite 102

Knoxville, TN 37919
865-235-4908

Rosemary Lombardy - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8095

The Cap IV Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6557

Todd Wright - Ameriprise Financial Services, LLC

109 S Northshore Dr
Ste 302A

Knoxville, TN 37919
865-591-0074

Wehner Darby Group - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1217

Jeremy Marshall Nelson - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1226

The GrandView Group - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3047

Apple & Co Inc.

3212 W End Ave

Nashville, TN 37203
615-256-3807

Vincent Perry - Ameriprise Financial Services, LLC

5100 Poplar Ave
Ste 514

Memphis, TN 38137
901-312-7804

Brady Adams - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6502

RMB Financial, PLLC

116 Verisa Drive

Clarksville, TN 37043
931-905-4455

Kyle Luthy - Ameriprise Financial Services, LLC

1206 Pointe Centre Dr
Ste 140

Chattanooga, TN 37421
423-648-0782

Davis Petersen - Morgan Stanley

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-330-0704

Diana Roybal-Lammers

6 Cadillac Drive

Brentwood, TN 37027
629-999-0116

John Wilfong - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3044

Citizens Bank

300 Broad St

Elizabethton, TN 37643
423-543-2265

Chad Clark - Ameriprise Financial Services, LLC

4509 Papermill Dr

Knoxville, TN 37909
865-212-2376

The Brown Ingle Group - UBS Financial Services Inc.

One Union Square
Krystal Building

Chattanooga, TN 37402
423-757-7637

Seth Huber, CFP - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8081

Steven Gatlin - UBS Financial Services Inc.

One Union Square
Suite 100

Chattanooga, TN 37402
423-757-7623

Vanderslice Edmundson Wealth Management - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3086

The Jefferson Group - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Fifth Third Private Bank - Garr Schwartz

424 Church Street

Nashville, TN 37219
615-687-3058

Daniel Woodend - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-7801

Randall Thetford - Ameriprise Financial Services, LLC

227 S 1st St

Union City, TN 38261
731-885-2222

Ted Macri - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Alissa Nance - Morgan Stanley

1382 Union University Dr

Jackson, TN 38305
731-891-9095

Lee Slotnik - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4478

Stephen Mc Cutcheon - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-424-3326

City Electric Supply Chattanooga East

7331 Lee Hwy

Chattanooga, TN 37421
423-648-1016

Bruce Shahan - Ameriprise Financial Services, LLC

213 Overlook Cir
Ste A2

Brentwood, TN 37027
615-234-7526

The Hickerson Group - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4735

Leigh Ann Luther - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4491

Mac C Stevens - Ameriprise Financial Services, LLC

1111 North Shore Dr
Ste N-250

Knoxville, TN 37919
865-357-5000

David Wuller - Ameriprise Financial Services, LLC

751 Cool Springs Blvd
Ste 200

Franklin, TN 37067
615-771-5278

William Buster Stuart - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-648-4400

Lloyd Cleaver

615-669-6801

Riggs & Associates - Ameriprise Financial Services, LLC

1206 Pointe Centre Dr
Ste 140

Chattanooga, TN 37421
423-648-0782

Randall White - Ameriprise Financial Services, LLC

2220 Award Winning Way
Ste 100

Knoxville, TN 37932
865-693-4772

Cody Sims - Ameriprise Financial Services, LLC

412 Georgia Ave
Ste 210

Chattanooga, TN 37403
423-648-2900

Citizens Savings Bank & Trust

2013 Jefferson Street

Nashville, TN 37208
615-327-9787

Y12 Investment Partners

501 Lafayette Drive

Oak Ridge, TN 37830
865-482-4301

Fifth Third Private Bank - Patricia Imperial

424 Church Street

Nashville, TN 37219
615-687-8071

Keeton & Associates - Ameriprise Financial Services, LLC

139 S Charles G Seivers Blvd

Clinton, TN 37716
865-463-9411

Robert Schutt - Ameriprise Financial Services, LLC

1408 Currier Ln

Knoxville, TN 37919
865-531-9185

The Cronan Hudson Group - UBS Financial Services Inc.

One Union Square
Krystal Building

Chattanooga, TN 37402
423-757-7624

Clyde Allen - Ameriprise Financial Services, LLC

1616 Westgate Cir

Brentwood, TN 37027
615-844-6172

Tim Jefferson - Ameriprise Financial Services, LLC

9045 Carothers Pkwy
Ste 301

Franklin, TN 37067
615-349-2160

Jathan Scott - Morgan Stanley

1382 Union University Dr

Jackson, TN 38305
731-891-9084

Davis Murfree - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4744

Susan Babina - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5087

Michael Lowell Turner - Ameriprise Financial Services, LLC

138 Timber Creek Dr

Cordova, TN 38018
901-312-5099

Robert Hicks

1715 Aaron Brenner Drive
Suite 701

Memphis, TN 38120
901-761-1810

First Command Financial Advisor - Scott Freeman

541 N Mt. Juliet Rd
Ste 2201A

Mount Juliet, TN 37122
615-905-1784

Sapiat Asset Management

705 Professional Plaza Dr
#2

Greeneville, TN 37745
423-636-1800

McCann Wealth Management - UBS Financial Services Inc.

6100 Tower Circle
Suite 100

Franklin, TN 37067
615-721-4920

Oracle Wealth Management - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-424-3301

Financial Resource Management

775 Ridge Lake Boulevard
Suite 150

Memphis, TN 38120
901-767-5755

The Legacy Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8150

Ina Wealth Management Group - UBS Financial Services Inc.

6100 Tower Circle
Suite 100

Franklin, TN 37067
615-721-4905

Becky Bridgmon - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6129

The Highland Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8137

Dawn Summers - Ameriprise Financial Services, LLC

1053 W Rex Rd

Memphis, TN 38119
901-683-6767

David C Brandon - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-8107

The Parker McCoy Cernoch Group - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4400

Brian Boswell - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-5069

Chris Murray - Ameriprise Financial Services, LLC

9037 Poplar Ave
Ste 102

Germantown, TN 38138
901-312-5067

Charles S Montgomery - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-6110

David C Kirkwood - Ameriprise Financial Services, Inc.

683 Emory Valley Rd
Ste C

Oak Ridge, TN 37830
865-482-1982

Morgan Stanley Financial Advisors

8 Sheridan Square
Ste 300

Kingsport, TN 37660
423-230-2380

The 615 Group - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4400

Jeremy Bisceglia - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4477

Angela Lowery - Morgan Stanley

1382 Union University Dr

Jackson, TN 38305
731-891-9081

William Golab - Ameriprise Financial Services, LLC

213 Overlook Cir
Ste A2

Brentwood, TN 37027
615-234-7526

Greg Foster - Morgan Stanley

6410 Poplar Avenue
Ste 600

Memphis, TN 38119
901-766-8609

Roger Blaine - Ameriprise Financial Services, LLC

6111 Shallowford Rd
Ste 101

Chattanooga, TN 37421
423-424-4050

Jeffrey Reed - Ameriprise Financial Services, LLC

9724 Kingston Pike
Ste 1010

Knoxville, TN 37922
865-690-6169

Morgan Stanley Financial Advisors

1111 Northshore Dr
Suite N 160

Knoxville, TN 37919
865-558-9000

Morgan Stanley Financial Advisors

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-2882

Elizabeth Urquhart - Ameriprise Financial Services, LLC

222 E Main St

Sevierville, TN 37862
865-428-0744

First Command Financial Advisor - Gary North

2279 Raleigh Court

Clarksville, TN 37043
931-647-6516

Calvin Rue Klem - Ameriprise Financial Services, LLC

208 Sunset Dr
Ste 101

Johnson City, TN 37604
423-283-9660

Morgan Stanley Financial Advisors

820 Broad Street, 1st
Floor

Chattanooga, TN 37402
423-752-4700

First Command Financial Advisor - Jay Schwartz

2279 Raleigh Court

Clarksville, TN 37043
931-647-6516

Gregory Alan Tilley - Ameriprise Financial Services, LLC

6341 Middlebrook Pike

Knoxville, TN 37909
865-973-9713

Wages Wilson Wealth Management - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1247

Whitney Drayer - Morgan Stanley

820 Broad Street
1st Floor

Chattanooga, TN 37402
423-752-4736

First Command Financial Advisor - Desiree Coleman

5050 Poplar Ave.
Ste 1716

Memphis, TN 38157
901-385-3110

Darlington Johnson Wealth Management - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1282

Davis Wealth Services

575 Mall Boulevard
Suite C

Dyersburg, TN 38024
731-285-0097

Michael A Freedman - Morgan Stanley

2000 Meridian Blvd
Suite 290

Franklin, TN 37067
615-764-4493

WillowPointe Wealth Management - UBS Financial Services Inc.

115 North Washington Avenue

Cookeville, TN 38501
931-520-5513

Jamal Hutchinson

1451 Elm Hill Pike
Suite 255

Nashville, TN 37210
559-362-5750

Skonberg & Wall - UBS Financial Services Inc.

One Union Square
Krystal Building

Chattanooga, TN 37402
423-757-7633

Joe Creecy - Ameriprise Financial Services, LLC

751 Cool Springs Blvd
Ste 200

Franklin, TN 37067
615-771-5278

Allstate Personal Financial Representative: Gary McDade

7405 Shallowford Rd
Ste 500

Chattanooga, TN 37421
423-800-2858

Allstate Personal Financial Representative: Kevin Moeller

4918 Main St
Ste 1

Spring Hill, TN 37174
615-302-0300

First Command Financial Advisor - Jeremy Johnson

2279 Raleigh Court

Clarksville, TN 37043
931-647-6516

Bill McCall - Ameriprise Financial Services, LLC

1408 Currier Ln
Ste 102

Knoxville, TN 37919
865-531-9185

James Gurman - Ameriprise Financial Services, LLC

3993 Memorial Blvd

Springfield, TN 37172
615-384-5066

Edward Jones - Financial Advisor: Marques Young, AAMS¿

51 Germantown Court
Suite 110

Cordova, TN 38018
901-751-0634

Mike Tankersley - Morgan Stanley

1382 Union University Dr

Jackson, TN 38305
731-891-9080

Brent Thompson - UBS Financial Services Inc.

6100 Tower Circle
Suite 100

Franklin, TN 37067
615-721-4925

Samuel R. Humphreys - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3045

Douglas Meyer, CFP - UBS Financial Services Inc.

6070 Poplar Avenue
Triad Center III

Memphis, TN 38119
901-415-3088

Stephen Clark - UBS Financial Services Inc.

214 East Mountcastle Drive
Suite 1700

Johnson City, TN 37601
423-979-3825

Bill Wages - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1258

Morris Financial Group - UBS Financial Services Inc.

800 South Gay Street
Suite 2600

Knoxville, TN 37929
865-329-1223

Edward Jones - Financial Advisor: Chance R Von Dette

604 N Chancery St

McMinnville, TN 37110
931-506-7444

Michael Tomshack - Morgan Stanley

820 Broad Street
1st Floor

Chattanooga, TN 37402
423-752-4739