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Adam R
Series 63, Series 65
Knoxville, TN
Providence Wealth Management LLC
Adam Reed is a financial advisor at Providence Wealth Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for his father’s business, Mitch Reed and Associates PLLC. Providence Wealth Management serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs discretionary portfolio management primarily through third-party model strategies and offers integrated tax and insurance services alongside its investment advisory work.
Garrett C
CFP®, Series 65
Knoxville, TN
Providence Wealth Management LLC
Garrett Crawford is a CFP® professional with 13 years of industry experience. He has been with Providence Wealth Management LLC since 2013 and Providence LTC Advisors, Inc. since 2014. His background includes insurance sales conducted outside of securities trading hours. Providence Wealth Management LLC serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs third-party investment models and offers discretionary portfolio management, financial planning, and consulting, alongside affiliated tax and insurance services.
Paul C
Series 65
Knoxville, TN
Providence Wealth Management LLC
Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.
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