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David B

Series 63, Series 66

Nashville, TN

Raymond James Financial

David Bower is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related affiliates since 2018, and previously spent 25 years at SunTrust Investment Services. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he provides financial advice and direction. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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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