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Vincent G

Series 65

Nashville, TN

Resolute Wealth Strategies, LLC

Vincent Gaglione is a financial advisor with Resolute Wealth Strategies, LLC, holding a Series 65 designation. He has one year of industry experience and previously worked at The Marlene and Spencer Hays Foundation and MHC Truck Leasing. Prior to his finance career, he worked at the University of Tennessee. Resolute Wealth Strategies serves individuals, families, and various entities such as family offices and private foundations by offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes customized asset allocation based on thorough client analysis and typically uses equities and ETFs as core holdings while incorporating other investment types according to client goals.

General retirement planning Wealth management Private / alternative investments
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Michael P

CFA®, Series 63

Jackson, MS

Resolute Wealth Strategies, LLC

Michael Puckett is a CFA® charterholder with 10 years of industry experience. He is currently with Resolute Wealth Strategies, LLC, where he has worked since 2022. Prior to that, he was with Coker & Palmer and Camellia Group, L.L.C. Outside of his advisory role, he holds ownership interests in a property holding company and a medical aesthetics business. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a comprehensive planning approach that integrates fundamental and technical analysis and includes insurance needs as part of its portfolio construction.

General retirement planning Wealth management Private / alternative investments
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Charles A

CFP®, Series 63, Series 66

Jackson, MS

Resolute Wealth Strategies, LLC

Charles Alley is a CFP® with 23 years of industry experience, currently serving at Resolute Wealth Strategies, LLC since 2022. Prior to this, he worked for Coker & Palmer, Inc. for ten years. Alley is involved in community roles, including serving on the board of the Else School of Management at Millsaps College and advising the Community Foundation for Mississippi. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, and other entities. The firm manages approximately $316 million in discretionary assets and emphasizes customized, comprehensive planning with a primarily equity and ETF-focused portfolio approach.

General retirement planning Wealth management Private / alternative investments
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Taylor W

Series 65

Jackson, MS

Resolute Wealth Strategies, LLC

Taylor Weintritt is a financial advisor at Resolute Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Wealth since 2022. Prior to that, he held roles at Seiler Tucker Inc and has a background that includes positions outside of finance during his college years. Resolute Wealth Strategies provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, and various entities such as family offices and qualified retirement plans. The firm focuses on highly customized, comprehensive planning to guide portfolio construction, primarily investing in equities and ETFs while incorporating insurance analysis into its service offerings.

General retirement planning Wealth management Private / alternative investments
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Phillip B

Series 65

Nashville, TN

Resolute Wealth Strategies, LLC

Phillip Burnett III is a financial advisor with Resolute Wealth Strategies, LLC in Nashville, TN. He holds a Series 65 credential and has experience dating back to 2018, previously working at Cumberland Trust and Investment Company for seven years. Resolute Wealth Strategies serves individuals, families, and various entities including family offices and qualified retirement plans. The firm provides comprehensive financial planning and investment management, employing a customized approach that combines fundamental and technical analysis with a focus on long-term management and fiduciary responsibility.

General retirement planning Wealth management Private / alternative investments
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Phillip B

Series 63, Series 65

Jackson, MS

Resolute Wealth Strategies, LLC

Phillip Burnett Jr. is a financial advisor with Resolute Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Coker & Palmer for 13 years before joining Resolute Wealth Strategies in 2022. Resolute Wealth Strategies provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a long-term investment strategy with comprehensive planning that incorporates both fundamental and technical analysis, and it explicitly includes insurance needs and products as part of its services.

General retirement planning Wealth management Private / alternative investments
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