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Gabriel W
Series 66
Knoxville, TN
M HOLDINGS SECURITIES, Inc.
Gabriel Wayne is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and three years of industry experience. He has previously worked at ORNL Federal Credit Union for nine years and is currently involved with The Benefits Group LLC. In addition to his advisory role, he is active in administrative support through Wealth Benefits Group, LLC. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and businesses through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, combining discretionary investment management with retirement plan consulting and financial planning.
Scott W
Series 63, Series 65
Knoxville, TN
M HOLDINGS SECURITIES, Inc.
Scott Wayne is a financial advisor with M Holdings Securities, Inc. based in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at MML Investors Services, Inc. and MassMutual for 18 years and is currently a senior partner at The Benefits Group LLC. Wayne is also involved in insurance sales, covering life, property/casualty, and health insurance products. M Holdings Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, through a nationwide network of independent member firms. The firm offers a wide range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.
Travis M
Series 66
Knoxville, TN
M HOLDINGS SECURITIES, Inc.
Travis Mc Curry is a financial advisor with M HOLDINGS SECURITIES, Inc. in Knoxville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked previously with MML Investor Services and MassMutual Life Insurance Company. Outside of his advisory role, Mc Curry is involved in managing several real estate holdings and rental properties. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with an emphasis on suitability-based recommendations and ongoing portfolio monitoring.
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