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Nena H

Series 63, Series 66

Goodlettsville, TN

Raymond James & Associates

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Damon B

Series 63, Series 65, Series 66

Hermitage, TN

Raymond James Financial

Damon Bates is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as Vice President at WBT Wealth Management, where he manages a group of advisors and maintains a client book offering comprehensive financial planning and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher S

Series 63, Series 66

Hermitage, TN

Cambridge Investment Research Advisors

Christopher Schletzer is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Mass Mutual Investors Services and Modern Woodmen of America. Beyond his advisory role, Schletzer serves as a board member of Waves Inc. and works as a music teacher. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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A'donte M

Series 66

Mount Juliet, TN

J.P. Morgan Securities

A'donte Mallard is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held various positions in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Founder/Business Owner
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Gerald R

Series 66

Nashville, TN

Cetera

Gerald Rowe III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gerald C

Series 66

Hendersonville, TN

Edward Jones

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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