Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,110 advisors near
38122
within the area shown on the map
Out of 400,000+ nationwide
Ann M
Series 63
Memphis, TN
Raymond James & Associates
Ann Mueller is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Raymond James since 2013 and previously spent nine years at Morgan Keegan & Company, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Brian W
Series 63, Series 65
Memphis, TN
Raymond James & Associates
Brian Williams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Williams serves as a board member of Friends Of Big Hill Pond State Park, where he manages financial duties related to the nonprofit. Raymond James & Associates 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, institutions, and municipal entities, and offers financial planning and consulting through various programs with a range of portfolio management styles and affiliate research resources.
John P
ChFC®, Series 63
Memphis, TN
Mass Mutual Investors Services
John Phillips IV is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with Mass Mutual Investors Services. He also works as a life insurance agent and represents clients in life settlements and viaticals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to provide written recommendations tailored to clients’ goals.
Aaron H
Series 66
Memphis, TN
Raymond James & Associates
Aaron Hickman is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2012 and holds a Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Cynthia M
Series 63, Series 65
Memphis, TN
UBS Financial Services
Cynthia Martin is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances. The firm operates both as an investment adviser and broker-dealer, providing a range of capital markets services alongside wealth management.
David R
Series 63, Series 65
Memphis, TN
Raymond James & Associates
David Rains Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Previously, he served as a director on the board of Crittenden County Hospital from 2009 to 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers tailored financial planning and consulting services supported by a wide range of portfolio management strategies and affiliated research.
Benjamin T
Series 66
Memphis, TN
Ameriprise
Benjamin Terhune is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, he was the owner of Owner's Box Sports Grill and has held roles at Damon-Marcus Co., FedEx World Hub, and Huey's Restaurants. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
John M
Series 63
Memphis, TN
Mass Mutual Investors Services
John Mcdowell is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 63 designation and has 27 years of industry experience, all with MML Investors Services and MassMutual since 1999. In addition to his advisory role, he is involved in life and health insurance sales through separate business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.
Milton S
Series 63
Memphis, TN
STIFEL
Milton Smylie Jr. is a financial advisor at Stifel with 54 years of industry experience and holds the Series 63 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the Board of Directors for the West Tennessee Area Council of the Boy Scouts of America. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Connor M
Series 66
Collierville, TN
Edward Jones
Connor Mc Dowell is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Merrill Lynch and Bank of America. He serves as Minister of Music at New Prospect Baptist Church, leading music for weekly services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.
Charles M
Series 66
Memphis, TN
Raymond James & Associates
Charles Myers is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Myers serves on the boards of the University of Arkansas Alumni Association and ASU Mid-South Foundation, both of which focus on raising funds for student scholarships. He is also a partner and treasurer of a recreational hunting property club. Raymond James & Associates is a large firm offering brokerage and advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm provides tailored financial planning and investment consulting, drawing on multiple portfolio management styles and affiliated research, and is notable for its municipal advisory services and comprehensive affiliate network.
James W
Series 63, Series 65
Memphis, TN
UBS Financial Services
James Webb is a financial advisor at UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining UBS in 2025, he worked at Hardy Reed, LLC for four years and served two terms at the United States Attorney's Office. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.
Paul M
Series 66
Marion, AR
LPL Financial
Paul Mc Cutchen III is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining LPL Financial. Outside of his advisory role, he is a co-owner of McCutchen Enterprises, an equestrian business in Marion, Arkansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.
Stanley J
Series 63
Memphis, TN
Raymond James & Associates
Stanley Jones is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a non-paid board member of the Mississippi State Marketing Advisory Board and owns an agricultural property called The Bell Farm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning, advisory services, and institutional consulting, supported by extensive firm research and multiple portfolio management strategies.
Courtney D
Series 65, Series 63
Memphis, TN
Raymond James & Associates
Courtney Dunleavy is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 65 and Series 63 licenses and has been with Raymond James since 2016. Prior to this, she worked at Charming Charlies in 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Johathan C
Series 63
Memphis, TN
Cetera
Johathan Chandler is a Series 63-licensed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax affiliated firms for over two decades. Outside of his advisory work, Chandler owns and operates tax preparation and accounting businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.
Jerry M
Series 63
Germantown, TN
Wells Fargo Advisors
Jerry Mcewen is a financial advisor with Wells Fargo Advisors in Germantown, TN, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of advisory work, he is involved in a wealth management firm, Solutions Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop client recommendations.
Travis L
Series 66
Memphis, TN
LPL Financial
Travis Lemonte is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon, Cetera Investment Services, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
Wes P
Series 63
Memphis, TN
Cetera
Wes Parker is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Investment Services, INC. for 29 years. Outside of his advisory role, Parker serves as president of Forever Young Veterans Inc., volunteering to accompany World War II veterans on trips to historic battlefields. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account strategies.
Chelsey F
Series 63, Series 65
Memphis, TN
LPL Financial
Chelsey Fairchilds is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at First Horizon Advisors, Inc., Alluvion Investments, LLC, and Alluvion Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
1,110 advisors near
38122
within the area shown on the map
Out of 400,000+ nationwide