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Peter T

Series 65, Series 66

Gallatin, TN

Edward Jones

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, Tennessee, holding Series 65 and Series 66 licenses with two years of industry experience. Before joining Edward Jones in 2024, he worked with US Health Group and Camarda Wealth Advisory Group. He also has a background in consumer goods and service industries, including four years at Nelson's Green Brier Distillery and Uber. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, ChFC®, Series 63, Series 65, Series 66

Gallatin, TN

Edward Jones

Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Planning for children with special needs Military & Veterans Founder/Business Owner
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Michael C

Series 66

Gallatin, TN

Edward Jones

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

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