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Amanda Macinsie Woolbright

Advisor at Raymond James Financial — Cookeville, TN A Neal Street

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Cookeville, TN 38501

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Amanda Woolbright is a financial advisor with Raymond James Financial in Cookeville, TN, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work experience includes roles at Maxx Tax, Tennessee Technological University, and Cookeville Medical Clinic RHC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Cookeville, TN A Neal Street

1330 A Neal Street

Cookeville TN 38501

Advisors at this office

2

Most active in

Tennessee

Work history

1 year of industry experience

Raymond James Financial

2025 - Present • 1 year

Cookeville, TN

Raymond James Financial Services, Inc.

2023 - Present • 3 years

Cookeville, TN

Unemployed

2023 - 2023 • 1 year

Cookeville, TN

Maxx Tax

2022 - 2023 • 1 year

Cookeville, TN

Unemployed

2022 - 2022 • 1 year

Cookeville, TN

Cookeville Medical Clinic RHC

2022 - 2022 • 1 year

Cookeville, TN

Tennessee Technological University

2018 - 2021 • 3 years

Cookeville, TN

Beth Shipley, Attorney at Law

2017 - 2017 • 1 year

Cookeville, TN

Cookeville High School

2014 - 2018 • 4 years

Cookeville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dominic E

Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Dominic Emord is a financial advisor with Ridgebrooke Capital Management LLC holding a Series 65 designation. He has been with Ridgebrooke since 2024 and previously worked at Oculus Imaging. Outside of finance, he has been involved with Passio Language Academy since 2020. Ridgebrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and actively manages fixed indexed annuities alongside traditional portfolios.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
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Richard H

Series 63, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with NYLIFE Securities LLC and New York Life. Outside of advising, he is involved with Auxilia Training LLC, where he has held a position since 2018. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors strategies using fundamental, technical, charting, and cyclical analysis and manages fixed indexed annuities with a fee-based approach, operating with full discretionary authority.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
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David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
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Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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