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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

9 advisors near 38372

Out of 400,000+ nationwide

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Kiley L

Series 66

Savannah, TN

Valic Financial Advisors

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Cosmin M

Series 63, Series 65

Savannah, TN

OSAIC Institutions, INC.

Cosmin Majors is a financial advisor with OSAIC Institutions, INC. based in Savannah, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and previously spent over a decade at ProEquities, Inc. Majors is also a part-owner of a NAPA auto parts retail business and Savannah Outfitters, LLC, engaging in administrative, bookkeeping, and management roles outside of his advisory work. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset base and provides access to alternative investments, lending, and cash-management solutions through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Minda W

ChFC®, Series 63, Series 66

Savannah, TN

Edward Jones

Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Logan A

Series 66

Savannah, TN

Cetera

Logan Alfano Webb is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he held roles at The University of Tennessee at Martin and Wheels N Deals of Savannah. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Christopher G

Series 66

Savannah, TN

Edward Jones

Christopher Gant is a financial advisor at Edward Jones with seven years of industry experience. He has held roles at Edward Jones since 2018, and previously worked at Lincare Inc and AmPharm Inc. Gant holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Blake D

Series 66

Savannah, TN

Edward Jones

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Hans C

Series 63, Series 66

Clifton, TN

Fidelity

Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Larry R

Series 63

Savannah, TN

Cetera

Larry Rich Jr. is a financial professional with 33 years of industry experience, currently affiliated with Cetera since 2023. He previously worked at Securian Financial Services for 24 years and has been associated with Shoemaker Agency and Ascend Financial Services since 1992. Outside of his financial career, he serves as treasurer for Rhemas Letter and holds board memberships with Holy Baptist Church, Church on the Rock, Savannah Industrial Development Corporation, and is involved in community development projects in Savannah, TN. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable capabilities in retirement and institutional fiduciary services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Joshua R

Series 66

Savannah, TN

Cetera

Joshua Rich is a financial professional at Cetera with a Series 66 designation and no prior years of industry experience. Before joining Cetera Investment Advisors and Cetera Wealth Services in 2025 and 2026 respectively, he held roles outside the financial industry including positions with the Atlanta Braves, FedEx, and several other organizations. He is also affiliated with Shoemaker Financial, where he provides insurance, securities, and advisory services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement plan solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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