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Michael S
Series 66
Trenton, TN
Ameriprise
Michael Schoonover is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a lawn mowing business and manages Schoonover Farms, which leases pasture land for cattle raising. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, offering written recommendations that incorporate Social Security options, tax strategies, and adaptive withdrawal methods. The firm combines research and modeling with a broad suite of advisory, brokerage, and insurance solutions.
Christy A
Series 66
Trenton, TN
Edward Jones
Christy Allen is a financial advisor at Edward Jones in Trenton, TN, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to her financial advising career, she spent seven years working for the Trenton Special School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Kasi D
Series 66
Greenfield, TN
UBS Financial Services
Kasi Darby is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.
Eric A
Series 63, Series 66
Trenton, TN
Edward Jones
Eric Allen is a financial advisor with Edward Jones in Trenton, Tennessee, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Allen serves as an adjunct professor at Union University and is involved in local community organizations, including serving as a trustee for the Elk’s Lodge and as a board member for both Dyersburg State Community College Foundation and the Trenton Exchange Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.
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