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William W
CFP®, Series 63
Chattanooga, TN
Apex Strategic Wealth, LLC
William Wood is a CFP® with 29 years of industry experience, currently serving at Apex Strategic Wealth, LLC since 2020. His prior roles include positions at Innovative Advisory Partners, LPL Financial, Franklin Wealth Management, and Solomonwood, LLC. Outside of his advisory work, he serves as a Navy Reserve Officer and is involved in managing a rally sport business. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management on both discretionary and non-discretionary bases. The firm structures advice around client objectives and risk tolerance, utilizing various investment analyses and participating in multiple LPL advisory and wrap-style programs.
Christopher T
CFP®, Series 66
Chattanooga, TN
Apex Strategic Wealth, LLC
Christopher Taylor is a CFP® and Series 66-licensed advisor with 14 years of experience in financial advisory roles. He is currently with Apex Strategic Wealth, LLC, where he has worked since 2020, and he previously held positions at Innovative Advisory Partners, LLC and SolomonWood Financial Advisors. Taylor also has experience in non-variable insurance products, including life, disability, long-term care, and health insurance. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management and financial plans tailored to client objectives and risk tolerance. The firm utilizes a combination of fundamental, technical, and cyclical analysis and participates in multiple LPL advisory and wrap-style programs.
John G
Series 63, Series 65
Chattanooga, TN
Apex Strategic Wealth, LLC
John Garmany Jr. is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Apex Strategic Wealth since 2020 and previously held roles with Innovative Advisory Partners and LPL Financial. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients, offering portfolio management, written financial plans, and program-based portfolio solutions. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios tailored to documented client objectives and risk profiles.
Charles E
Series 66, Series 63
Chattanooga, TN
Apex Strategic Wealth, LLC
Charles Emanuel is a financial advisor at Apex Strategic Wealth, LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Innovative Advisory Partners, LLC for six years before joining Apex Strategic Wealth in 2020. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals, including both non-high-net-worth and high-net-worth clients, as well as institutional and organizational clients. The firm uses fundamental, technical, and cyclical analysis to construct diversified portfolios and participates in multiple LPL advisory and wrap-style programs while offering educational seminars and client workshops.
Robert P
Series 63, Series 65
Chattanooga, TN
Apex Strategic Wealth, LLC
Robert Pragnell V is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Innovative Advisory Partners, LLC and LPL Financial. Outside of finance, he is also a musician involved with the McGee Pragnell Band. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individuals and institutional clients, offering portfolio management, financial plans, and program-based management primarily through LPL programs. The firm tailors advice to client objectives and risk tolerance using fundamental, technical, and cyclical analysis and participates in multiple LPL advisory and wrap-style programs.
Noah W
Series 66
Chattanooga, TN
Apex Strategic Wealth, LLC
Noah Wood is a financial advisor with Apex Strategic Wealth, LLC in Chattanooga, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Solomonwood LLC and LPL Financial LLC. Apex Strategic Wealth, LLC provides wealth management and financial planning services to individual and institutional clients, offering portfolio management and financial plans tailored to client objectives and risk tolerance, with investment approaches that incorporate fundamental, technical, and cyclical analysis. The firm participates in multiple LPL advisory programs and offers educational seminars and plan sponsor consulting.
Josiah M
Series 66
Chattanooga, TN
Apex Strategic Wealth, LLC
Josiah Mc Daniel is a financial advisor with Apex Strategic Wealth, LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, SolomonWood LLC, Innovative Advisory Partners, and Covenant College. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients. The firm uses a structured investment approach based on client objectives and risk tolerance, employing fundamental, technical, and cyclical analysis to manage diversified portfolios and offers participation in multiple LPL advisory and wrap-style programs.
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