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Jo W
Series 66, Series 63
Clarksville, TN
Cetera
Jo Wright is a financial advisor at Cetera with nine years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera since 2017. Wright also serves as an adjunct instructor at Austin Peay State University and is a board member and Growth and Development Committee Chair for the Clarksville-Montgomery County Education Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.
Collier N
Series 63, Series 65
Clarksville, TN
Cetera
Collier Nussbaumer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cetera since 2013 and is also involved in insurance sales, offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and manages over $256 billion in assets.
George M
Series 63, Series 65
Clarksville, TN
Cetera
George Martin is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, Martin is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a national network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.
Daniel D
ChFC®, Series 63
Clarksville, TN
Cetera
Daniel Donnellan is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 39 years of industry experience. He has worked at Cetera since 2013 and previously at Jack B. Turner & Associates. Outside of his advisory role, he serves as a board member of the Kiwanis Club of Clarksville and participates in fundraising activities for the Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.
Jack T
Series 63
Clarksville, TN
Cetera
Jack Turner is a financial advisor with Cetera who holds a Series 63 designation and has 57 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and also operates his own firm, Jack B Turner & Associates Inc., which he has managed since 1965. Outside of financial services, he is chairman and part owner of Ajax Turner Co., Inc., a family-owned beer business, and serves on the boards of the Community Foundation of Middle Tennessee and the Middle Tennessee Boy Scouts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various third-party managers and customized investment strategies.
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