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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Nashville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Nashville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Nashville?

Looking for a qualified financial advisor in Nashville? We can help you by narrowing down your options & listing the best financial advisors in Nashville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Nashville near you with the list of certified and vetted Nashville financial advisors.

List of Qualified Financial Advisors in Nashville, Tennessee

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Gabriel Talley

Edelman Financial Engines, LLC

109 West Park Suite 120

Brentwood, TN 37027

615-628-3204

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Scott Buell

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

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Jordan Wedell CFP®

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

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Katie Centofonti

Southwestern Investment Advisory Services, Inc.

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-6121

List of Additional Financial Advisors in Nashville, Tennessee*

* Additional advisor listing is provided in partnership with Yext

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Family Office Partners - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8220

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John C Darwin - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4702

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Stacy Womack - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2425

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Brewer Investment Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8153

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Rockford Wealth Management - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8167

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Barrington Gist - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2411

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Wilson Bankruptcy Services

405 1/2 A 31ST AVENUE N.

Nashville, TN 37209
615-297-2400

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Fifth Third Private Bank - Robert Cook

424 Church Street

Nashville, TN 37219
615-687-3058

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Frederick Dasso - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6530

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James Clifford Walker - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4741

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The Bold Spring Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6503

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Rosecrete Wealth Management

1515 McKennie Avenue
Suite A

Nashville, TN 37206
615-589-5623

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David W Darst - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4739

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Fifth Third Private Bank - Taylor McBath

424 Church Street

Nashville, TN 37219
615-687-8083

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Michael Roth - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6542

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The Campbell Johnson Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2405

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Wealth Management Group

7242 Old Harding Pike

Nashville, TN 37221
615-662-2885

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

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8153

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Gramercy Park Wealth Advisors, LLC

2400 Barton Avenue

Nashville, TN 37212
615-269-5550

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Lee Ziady - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4737

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Robert Andrews - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8142

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Fifth Third Private Bank - Bradley Pinson

424 Church Street

Nashville, TN 37219
615-687-3102

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Gordon Lane Brewer - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8163

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Cairn Financial Group

501 Union Street
Unit 534

Nashville, TN 37219
615-810-8499

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The Edwards Pharris Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6554

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Verble Estate Preservation & Advisors, LLC

421 E. Iris Drive Suite 201

Nashville, TN 37204
615-373-2733

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Kristopher Kirby - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8002

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Mason McGiboney - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6524

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NOW CFO

1900 Church St.
Suite 300

Nashville, TN 37203
877-884-0232

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Lee, Danner & Bass, Inc.

3100 West End Ave
#1250

Nashville, TN 37203
615-244-7775

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Bob Gessler - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6549

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Music City Wealth Management - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8095

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The Blue Collar CFO

41 Peabody St.

Nashville, TN 37210
615-505-1608

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Rosemary Lombardy - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8095

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The Cap IV Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6557

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Apple & Co Inc.

3212 W End Ave

Nashville, TN 37203
615-256-3807

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Brady Adams - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6502

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Seth Huber, CFP - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8081

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Fifth Third Private Bank - Garr Schwartz

424 Church Street

Nashville, TN 37219
615-687-3058

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The Hickerson Group - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4735

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Lloyd Cleaver

615-669-6801

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Citizens Savings Bank & Trust

2013 Jefferson Street

Nashville, TN 37208
615-327-9787

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Fifth Third Private Bank - Patricia Imperial

424 Church Street

Nashville, TN 37219
615-687-8071

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Davis Murfree - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4744

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The Legacy Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8150

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The Highland Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8137

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Morgan Stanley Financial Advisors

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-2882

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Jamal Hutchinson

1451 Elm Hill Pike
Suite 255

Nashville, TN 37210
559-362-5750

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Taryn Simm - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
772-223-3265

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Robert Collier - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
949-365-5358

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Russell Brewer - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6545

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The Sloan Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6504

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Lisle Parham Wealth Management - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8171

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Jeffrey S Weiner - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4704

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Nashville Legacy Group - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4713

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Nashville, TN Branch Office - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8000

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Fifth Third Private Bank - David Parker

424 Church Street

Nashville, TN 37219
615-687-3102

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Brian Smith - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4725

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Marc Wilson - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6540

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Brendan E Finucane Jr. - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2415

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Meredith Caldwell III - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6548

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Obolensky & Long Wealth Management Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8078

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Michael Dent Nunnally - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8170

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Brian Monroe Silkwood, CFP - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8051

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Allstate Personal Financial Representative: Joseph Volpi

5550 Franklin Pike
Ste 103

Nashville, TN 37220
615-372-8661

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The Moore Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8151

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Michael Benjamin Sanford - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8137

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Lee Gilliam - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8066

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The Montgomery Group - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
404-479-6052

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The Zager Group - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6543

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Allstate Personal Financial Representative: Donna Fischer

2603 Elm Hill Pike
Ste N

Nashville, TN 37214
615-939-1737

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Allstate Personal Financial Representative: Mark Montagna

5517 Charlotte Pike

Nashville, TN 37209
615-622-4604

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Edward Jones - Financial Advisor: Bret Robbe

5550 Franklin Pike
Ste 102

Nashville, TN 37220
615-309-1445

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Caren Poletti Williams - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4713

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Ellie Ivancich - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4740

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Kyle Killett - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4742

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Edward Jones - Financial Advisor: Al Rush

2900 Lebanon Pike
Suite 101

Nashville, TN 37214
615-889-0221

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Edward Jones - Financial Advisor: Rick Garner

25 Century Blvd
Suite 607

Nashville, TN 37214
615-885-3244

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Edward Jones - Financial Advisor: Mac Clark, CFP®

104 Woodmont Blvd
Suite 110

Nashville, TN 37205
615-298-1425

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Edward Jones - Financial Advisor: Matt Creekmore

8066 Highway 100

Nashville, TN 37221
615-646-8156

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Edward Jones - Financial Advisor: Frank Ballard Jr

2103 Yeaman Place

Nashville, TN 37206
615-251-5383

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Edward Jones - Financial Advisor: Jim Dyes

7516 Highway 70 S
Ste 150

Nashville, TN 37221
615-662-8037

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Edward Jones - Financial Advisor: Matt Cummings, CFP®

40 Burton Hills Blvd
Suite 120

Nashville, TN 37215
615-665-2689

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Edward Jones - Financial Advisor: Tyler Wadlington

8066 Highway 100

Nashville, TN 37221
615-646-8156

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Edward Jones - Financial Advisor: Joshua Briggs

5511 Edmondson Pike
Ste 206

Nashville, TN 37211
615-333-0416

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Edward Jones - Financial Advisor: Nick Myers

30 Burton Hills Blvd
Ste 130

Nashville, TN 37215
615-665-2816

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Edward Jones - Financial Advisor: Bill Magill

6518 Highway 100

Nashville, TN 37205
615-356-4883

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Fifth Third Private Bank - Paul Anderson

424 Church Street

Nashville, TN 37219
901-351-1855

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Edward Jones - Financial Advisor: Brooke D Thompson, AAMS"

2002 Richard Jones Rd
202

Nashville, TN 37215
615-297-6960

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Edward Jones - Financial Advisor: Susan Fuller, AAMS"|CRPC®

3100 West End Avenue
Suite 880

Nashville, TN 37203
615-298-5137

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Family in focus - UBS Financial Services Inc.

3102 West End Avenue
Suite 500

Nashville, TN 37203
615-750-8221

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Edward Jones - Financial Advisor: Tyrone D Laws Jr, CFP®|ABFP®|AAMS"

7009 Lenox Village Dr
Ste E102

Nashville, TN 37211
615-332-3345

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Edward Jones - Financial Advisor: Shawn M Johnson, AAMS"|CRPC®|CRPS®

545 Mainstream Drive
Suite 408

Nashville, TN 37228
615-254-0174

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Rick Glaze - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4734

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Mark T. Jacobs - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6533

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Kenneth S Luton - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4706

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Fifth Third Securities - Warren Rogers II

2216 Abbot Martin Road

Nashville, TN 37215
615-279-8582

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Terry W Brandon - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2439

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William Shane Konves - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6503

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Fifth Third Private Bank - Paul Newell

424 Church Street

Nashville, TN 37219
615-687-3102

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Rodney Toothman - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6538

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Eric A Johnson - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2429

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William H Bradford - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4717

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Fifth Third Preferred - Brian Blair

8042 Highway 100

Nashville, TN 37221
615-279-8586

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Paul Flournoy - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4707

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Patrick Logan Galloway - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4709

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Collins Sainovich, Washington National Agent

6700 Cabot Dr
Apt J2

Nashville, TN 37209
678-977-3385

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Fifth Third Securities - Jared Cason

424 Church Street

Nashville, TN 37219
615-673-4152

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Harlin Hickerson - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4735

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Drake Porter - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4727

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Philip Sugg

1321 Murfreesboro Rd.
Suite 501

Nashville, TN 37217
615-852-5830

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Hugh Sloan - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2448

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Stuart W Smith - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4729

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Andrew Mazzoni - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6544

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Jason Pharris - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6555

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Marion W Hickerson III - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4705

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Frank W Blair III - Morgan Stanley

30 Burton Hills Blvd
Suite 250

Nashville, TN 37215
615-665-4714

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Christi Edwards - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-298-6554

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Blake Sloan - Morgan Stanley

3102 West End Ave
Ste 200

Nashville, TN 37203
615-269-2410

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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