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David G

CFA®, Series 63

Knoxville, TN

Proffitt & Goodson Inc.

David Goodson is a CFA® charterholder with 22 years of industry experience. He has been with Proffitt & Goodson Inc. in Knoxville, TN since 1986. Outside of his advisory role, he is a partner in Dryad Properties Partnership, a real estate partnership that owns the office building used by his firm. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Neil G

CFA®

Knoxville, TN

Proffitt & Goodson Inc.

Neil Goodson is a CFA® charterholder with eight years of industry experience. He has worked at Proffitt & Goodson Inc. since 2017 and previously at New Century Advisors, Inc. from 2010 to 2017. Outside of his advisory role, he is a partner in a real estate partnership that owns the office building used by Proffitt & Goodson Inc. as its principal location. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, offering discretionary portfolio management, financial and wealth planning, and pension consulting. The firm employs an evidence-based investment framework with model-based, core-satellite allocations and uses automated tools for rebalancing and tax-loss harvesting.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael S

Series 65

Knoxville, TN

Proffitt & Goodson Inc.

Michael Seelman is a financial advisor at Proffitt & Goodson Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkwise Wealth - Ameriprise Financial Services, LLC, as well as a background that includes engagements with Soccer Shots and academic institutions. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis using a core–satellite strategy with ETFs, mutual funds, and individual securities.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Connor C

CFP®

Knoxville, TN

Proffitt & Goodson Inc.

Connor Cox is a CFP® professional with one year of industry experience, currently serving at Proffitt & Goodson Inc. He previously worked at Trust Co. of Tennessee and held positions at the University of Tennessee and the Knoxville Police Department. Connor is a board member and treasurer of the Financial Planning Association of East Tennessee. Proffitt & Goodson provides advisory services to individuals, families, trusts, and retirement plans, using an evidence-based investment framework combined with fundamental and technical analysis. The firm offers discretionary portfolio management, financial and wealth planning, pension consulting, and employs both automated and held-away account technologies to manage client assets.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James P

Knoxville, TN

Proffitt & Goodson Inc.

James Proffitt Jr. is a financial advisor at Proffitt & Goodson Inc. with 22 years of industry experience. He has spent his entire career with Proffitt & Goodson Inc., which he joined in 1986. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting to individuals, families, trusts, charitable organizations, and retirement plans. The firm uses an evidence-based investment process combined with fundamental analysis and model-based asset allocation, managing accounts primarily on a discretionary basis with automated rebalancing and tax-loss harvesting.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael C

CFA®, Series 65

Knoxville, TN

Proffitt & Goodson Inc.

Michael Cermak is a CFA® charterholder with 11 years of industry experience currently serving at Proffitt & Goodson Inc. in Knoxville, TN. He has been with Proffitt & Goodson since 2015. Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs an evidence-based investment approach combined with fundamental analysis and model-based allocation, managing accounts mostly on a discretionary basis with automated rebalancing and tax-loss harvesting.

Retirement income strategy General tax planning Cash flow / budgeting Options & derivatives strategies Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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