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Susan K. Babina

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

Susan.K.Babina, CPA

138 Timber Creek Dr
Cordova, TN 38018-1659
(901) 340-1819

Valerie L. Adelman

CFP®, CDFA®

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

6410 Poplar Avenue, Suite 330
Memphis, TN 38119
(901) 761-5068

Todd D. Glisson

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management, Insurance

Financial Advisor serving Tennessee and the surrounding communities.

Covenant Partners, LLC

PO Box 158187
Nashville, TN 37215-8187
(615) 665-1801

Gary T. Ward

CFP®, CRPC

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Investment Management,...More

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

Ameriprise Financial Services

2550 Meridian Blvd, Ste 350
Franklin, TN 37027
(615) 771-7717

Mark T. Pierce

CFP®

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

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

EP Wealth Advisors

4515 Harding pike, ste 300
Nashville, TN 37205
(615) 292-6889

J. Chad Jordan

CFP®

Managing Member

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Processus Wealth & Capital Management, LLC

1635 Valle Verde Dr
Brentwood, TN 37027-5672
(615) 306-3414

Craig L. Torbett

CFP®, CDFA™, APMA®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

102 W Springbrook Dr
Johnson City, TN 37604
(423) 930-8959
CONNECT WITH Craig
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Jay Healy

MBA, CEPA, CFP®

Partner, Managing Director

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Beacon Pointe Advisors

1770 Kirby Pkwy, Ste 117
Memphis, TN 38138
(901) 850-5532
CONNECT WITH Jay
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Jeff N. Boone

CFP®

Managing Director - Financial 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.

Truist Investment Services, Inc.

1755 W Poplar Ave
Collierville, TN 38017
(901) 860-0269
CONNECT WITH Jeff
  • linkedin link

Jeffrey A. Czerwinski

CFP®

Principal

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

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

Axiom Financial & Insurance Solutions

3401 Mallory Lane, #400
Franklin, TN 37067
(800) 458-7460
(951) 304-3624

Malissia A. Johnson

CFP®, AAMS, CMFC

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Tennessee and the surrounding communities.

Retired

6330 Waterford Drive
Brentwood, TN 37027
(615) 400-1479

Kerry R. Morris

CFP®

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

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

Assurance Financial Partners LLC

348 Cool Springs Blvd.
Franklin, TN 37067
(615) 764-0016

James D. Horn

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Quality Financial Concepts LLC

115 W Broadway
Maryville, TN 37801
(888) 565-3094
(865) 984-3550 x130

George Fred Lee, Jr.

CFP®

Wealth Advisor/Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

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

Oak Springs Wealth Management, LLC

4817 Kingston Pike
Knoxville, TN 37919
(865) 368-1917

Andrew Quinn

CFP®

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.

AJ Advisors

2726 Larmon Drive
Nashville, TN 37204
(615) 709-8709

Darryl L. Edmonds

CFP®

Principal, Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

CAPTRUST

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 377-1951

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

Mikael W. Jacobs

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Tennessee and the surrounding communities.

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 370-1302

Curtis Chad Henson

CFP®

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Paul Winkler, Inc

3050 Business Park Cir, Ste 503
Goodlettsville, TN 37072-3588

Paul Winkler, Inc

583 Goodman Dr
Gallatin, TN 37066-6766
(615) 830-6672
CONNECT WITH Curtis
  • linkedin link

Nicholas Vantrease

CFP®

Managing Member, Wealth Advisor

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Provident Wealth, LLC

PO Box 24534
Knoxville, TN 37933
(865) 292-2540
CONNECT WITH Nicholas
  • linkedin link

J. Andrew Sego

CFP®

President

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

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

Sego Wealth Management, LLC

1121 Poplar View Lane N., Suite 1
Collierville, TN 38017
(901) 457-2700

William Liles

CFP®, CFA, CIMA

Senior 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

1600 W End Ave, Ste 1100
Nashville, TN 37203-3365
(615) 341-7016
CONNECT WITH William
  • linkedin link

Andrew Digby

CFP®

Financial Planner

Specialties:

Financial Advisor serving Tennessee and the surrounding communities.

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1406

Jonathan P. Bednar, II

CFP®

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

Financial Advisor serving Tennessee and the surrounding communities.

2099 Thunderhead Rd, Suite #201
Knoxville, TN 37922
(865) 251-0808
CONNECT WITH Jonathan
  • facebook link
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Leighton Liles

CPA, CFP®, CPWA®

Vice President

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

Financial Advisor serving Tennessee and the surrounding communities.

Baird

1600 West End Ave, Suite 100
Nashville, TN 37203-1752
(615) 341-7041
CONNECT WITH Leighton
  • linkedin link

Cade J. Schacher

CFP®

Vice President, Advisor

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

Woodmont Investment Counsel

3825 Bedford Ave, Suite 202
Nashville, TN 37215
(615) 297-0673
CONNECT WITH Cade
  • linkedin link

Will P. King

CFP®

Owner / Financial Planner

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

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

Grounded Financial Planning

3008 Greystone Sq
Jackson, TN 38305-2905
(731) 248-5086
CONNECT WITH Will
  • facebook link
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John Tyler Shamblin

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Estate Planning,...More

Financial Advisor serving Tennessee and the surrounding communities.

Century Financial

9055 Forest Centre Dr
Germantown, TN 38138-7855
(901) 752-0022
CONNECT WITH John
  • linkedin link

Macy Rickman

CFP®

Associate Wealth Advisor

Specialties: Charitable & Planned Giving, Irregular Income, Retirement, Personal Taxes, Women's Finances

Financial Advisor serving Tennessee and the surrounding communities.

Covenant Partners LLC

101 Monroe St, Apt 108
Nashville, TN 37208-1773
(731) 445-4734
CONNECT WITH Macy
  • linkedin link

Katherine Edwards

CFP®

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

Fee Only Financial Advisor serving Tennessee and the surrounding communities.

3437 Magruder Dr
Murfreesboro, TN 37129-3256

303 N Walnut St
Murfreesboro, TN 37130-3623
(704) 661-5189
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