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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

5 advisors near 38464

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Jackson G

Series 66

Lawrenceburg, TN

Private Advisor Group, LLC

Jackson Gulley is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has one year of industry experience and previously worked at LPL Financial. His background also includes roles outside of finance, such as positions at Topgolf and the University of Tennessee. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through various technology platforms.

Retired Founder/Business Owner
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John B

Series 66

Lawrenceburg, TN

Private Advisor Group, LLC

John Beasley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked with Private Advisor Group since 2016 and previously spent five years at Waddell & Reed, Inc. Beasley also has experience with various insurance carriers through W&R Insurance Agencies. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Jason A

Series 63, Series 66

Lawrenceburg, TN

Edward Jones

Jason Armbruster is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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Blake T

Series 66

Lawrenceburg, TN

Edward Jones

Blake Thomason is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Henry Farmers Coop and Winfield United. 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 advisory programs and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Mark P

Series 66

Lawrenceburg, TN

Edward Jones

Mark Perry is a financial advisor with Edward Jones in Lawrenceburg, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,000 financial advisors.

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