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William J

Series 66

Paris, TN

LPL Financial

William Jelks Jr. is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Commercial Bank and Trust Company and spent eight years with Derksen Portable Buildings. Outside of his advisory role, he serves as a football official in Paris, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michelle C

Series 63, Series 65

Paris, TN

LPL Financial

Michelle Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Commercial Bank & Trust Co, Invest Financial, Fulton Financial Advisors, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Beverly N

Series 63, Series 65

Paris, TN

LPL Financial

Beverly Neighbors is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at LPL Financial since 2018 and previously spent over two decades at INVEST Financial Corporation. Beverly also has a longstanding role at Commercial Bank & Trust dating back to 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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