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525 advisors near
37408
within the area shown on the map
Out of 400,000+ nationwide
Thomas B
Series 66
Chattanooga, TN
Raymond James Financial
Thomas Butler III is a financial advisor with Raymond James Financial in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. Prior to joining Raymond James, he worked at First Horizon Bank and other financial and educational roles. He is also an associate employee at Pinnacle Asset Management and The Frank Group, where he helps build client relationships and supports financial advisory activities. Raymond James Financial Services Advisors provides comprehensive financial planning, investment consulting, and advisory services to individuals, institutions, and corporations. The firm combines non-discretionary planning with risk profiling and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.
James D
Series 66
Ooltewah, TN
Genesis Investments
James Dees is a financial advisor at Genesis Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Genesis Investment Advisors in 2020. His son, Hunter Dees, is a licensed insurance agent with Genesis Insurance Advisors. Genesis Investments provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers customized asset-allocation strategies, including biblically responsible screening options.
Martin C
Series 66
Ooltewah, TN
Genesis Investments
Martin Conley Jr. is a financial advisor at Genesis Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Genesis Investments. Genesis Investments is a SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs asset-allocation strategies combined with fundamental, qualitative, and technical analysis, managing portfolios using a variety of securities including individual stocks, bonds, ETFs, and mutual funds.
Melissa H
Series 66
Ooltewah, TN
Genesis Investments
Melissa Hill is a financial advisor at Genesis Investments with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Genesis Investment Advisors, LLC in 2025. Genesis Investments is a SEC-registered advisory firm managing approximately $112.5 million for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes a combination of asset-allocation strategies, fundamental and technical analysis, and offers biblically responsible investment portfolios.
Michele S
Series 66
Ooltewah, TN
Genesis Investments
Michele Sloan is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones and Edward Jones Investments. Outside of her advisory role, she serves as a check signer for Southern Sight and Sound. Genesis Investments manages portfolios for individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, qualitative, and technical analysis to guide asset allocation across various securities and provides retirement plan consulting with an option for biblically responsible screening.
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Finding advisors...
525 advisors near
37408
within the area shown on the map
Out of 400,000+ nationwide