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Credentials
Series 66
Experience Industry experience
24 years
Location
Mount Pleasant, TN
Fidelity
Institution
Brock Goodwin is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs while maintaining a regulatory role in the commodity markets and advisory services to registered investment companies.
Based on Fidelity
Mount Pleasant, TN
Mount Pleasant TN
Advisors at this office
1
Tennessee · Texas
24 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and Workplace Advisors
2018 - Present • 8 years
Boston, MA
FIDELITY INVESTMENTS
2011 - Present • 15 years
Franklin, TN
Charles Schwab
2003 - 2011 • 8 years
Morgan Stanley Dw Inc.
2002 - 2003 • 1 year
Albuquerque, NM
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Columbia, TN
Sterling Wealth Advisors, Inc.
Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.
CFP®, Series 65
Columbia, TN
KB Financial Advisors LLC
Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.
Series 66
Columbia, TN
Sagespring Wealth Partners
Hannah Colbert is a financial advisor at SageSpring Wealth Partners with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Montgomery & Associates. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.
Series 66
Columbia, TN
Sagespring Wealth Partners
George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.
CFP®, Series 66
Columbia, TN
Eversource Wealth Advisors, LLC
Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.
Series 66
Columbia, TN
Navy Federal Investment Services, LLC
Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked extensively within Navy Federal Financial Group and Navy Federal Investment Services since 2019, with prior experience at Edward Jones and Wells Fargo. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered solutions including unified managed accounts and automated ETF portfolios.
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