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Bryan T

Series 63, Series 65

Franklin, TN

StewardWell LLC

Bryan Thompson is a financial advisor at StewardWell LLC in Franklin, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CEO of Thompson Financial Group, a business involved in financial services and payroll processing. Prior to StewardWell, he worked at Ameritas Advisory Services and Ameritas Investment Company. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios mainly composed of ETFs and bonds, applying both fundamental and technical analysis with a generally long-term investment orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jacob M

Series 66

Franklin, TN

StewardWell LLC

Jacob Mc Nally is a financial advisor at StewardWell LLC with Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Life Insurance Corp, Ameritas Advisory Services, and Thompson Financial Group. He also serves as a resident director at Liberty University, overseeing resident assistants and students. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm uses model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting portfolios as needed for client objectives, tax considerations, or liquidity.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Landon T

Series 66

Franklin, TN

StewardWell LLC

Landon Thompson is a financial advisor at StewardWell LLC with one year of industry experience. He holds a Series 66 designation and has prior roles at Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Outside of his advisory work, he is involved with Thompson Financial Group, providing insurance services and client support. StewardWell LLC offers discretionary wealth management and financial planning services to individuals, high net worth individuals, trusts, and estates. The firm employs a long-term investment approach using model portfolios primarily composed of exchange-traded funds and bonds, while also incorporating fundamental and technical analysis to manage client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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