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149 advisors near
37886
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Out of 400,000+ nationwide
Farrell S
Series 66
Maryville, TN
Edward Jones
Farrell Scott is a Series 66-licensed financial advisor with Edward Jones in Maryville, TN, holding four years of experience at the firm and a total of six years in the industry. Prior to his financial advisory career, he managed shifts and large catering orders at Brenz Pizza Company in Knoxville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.
James J
Series 63, Series 65, Series 66
Pigeon Forge, TN
Edward Jones
James Johnson is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he is the sole proprietor of Flat Creek Publishing and has authored a book, with another in progress. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Kevin D
Series 63, Series 66
Knoxville, TN
Edward Jones
Kevin Denning is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Denning has an involvement with Antero Resources Corporation, a gas exploration and drilling company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a broad range of investment strategies and affiliated services under a fiduciary standard.
David R
Series 65, Series 63
Maryville, TN
LPL Financial
David Reynolds is a financial advisor with LPL Financial in Maryville, TN, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has worked with First Tennessee Brokerage, Inc. and 1 St Tn Bank since the late 1990s. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Tyler H
CFP®, Series 63, Series 66
Sevierville, TN
Ameriprise
Tyler Helton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services. His prior experience includes roles at First Horizon Advisors, FTB Advisors, Inc., and First Tennessee Bank. He serves on the boards of Sunshine Services and Summit View at Hodges Bend HOA and participates as a mentor with TN Achieves. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement.
Tammy B
Series 66
Maryville, TN
Edward Jones
Tammy Bradberry is a financial advisor at Edward Jones in Maryville, TN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked with the YWCA Knoxville & the Tennessee Valley and the Fayette County Council for Domestic Violence, also known as Promise Place. 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 strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Jessi S
Series 66
Knoxville, TN
Edward Jones
Jessi Schaefer is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schaefer served 20 years in the United States Air Force and provided non-investment financial planning services through Money Wellness, LLC. She and her husband also rent out a portion of their home to long-term tenants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard through a nationwide network of over 23,000 financial advisors.
Jackson T
Series 63, Series 66
Maryville, TN
Fisher Investments
Jackson Turner is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Edward Jones, TD Ameritrade Investment Management, and Scottrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management strategies, including tax-aware processes and defensive tactics.
Bradley S
Series 63, Series 65
Maryville, TN
LPL Financial
Bradley Stafford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at First Tennessee Brokerage Inc. since 2001 and was affiliated with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.
Timothy T
Series 66
Maryville, TN
Edward Jones
Timothy Tubbs is a financial advisor at Edward Jones with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at TIAA, Cetera Investment Advisers LLC, Regions Bank, and Ameriprise Financial Services, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Anna M
Series 66
Maryville, TN
LPL Financial
Anna Mc Cready is a financial advisor with LPL Financial, holding a Series 66 designation and currently at the start of her advisory career. Her prior experience includes roles at First Horizon Advisors, Home Federal Bank, and Enrichment Federal Credit Union. She also has background in education from Bryan College and experience outside finance with AMEWAS, Inc and Solomons Daycare Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Skylar T
Series 66
Maryville, TN
J.P. Morgan Securities
Skylar Thompson is a financial advisor at J.P. Morgan Securities with three years of industry experience. Thompson holds a Series 66 designation and has worked at firms including LPL Financial and Community Bank Systems Inc. Outside of financial services, Thompson has experience working with municipal and educational organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Edward J
Series 63, Series 65
Knoxville, TN
OSAIC
Edward Jones is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. Prior to that, he was with Securities America Advisors, Inc. and SSN Advisory, Inc. Among his other activities, he serves as a principal and agent at an independent insurance agency and holds board positions with the Rotary Club of Farragut and its foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client needs.
Oliver S
Series 66
Maryville, TN
LPL Financial
Oliver Stephens is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. He previously worked at First Horizon Bank and spent nine years with Hudson Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Joseph W
Series 63, Series 65, Series 66
Knoxville, TN
Ameriprise
Joseph Woodruff is a financial advisor with Ameriprise Financial Services, holding Series 63, Series 65, and Series 66 credentials and 43 years of industry experience. He previously worked at Wells Fargo Clearing and Truist Investment Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.
Robert S
CFP®, Series 66
Knoxville, TN
Ameriprise
Robert Schutt is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Ameriprise in Knoxville, TN. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as President on the Board of Directors for the Knoxville Volunteer Rotary Club and participates on the club’s finance committee overseeing investment decisions for a significant gift. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm provides a specialized Premier Retirement Income service focused on retirement income planning using a combination of investment research, third-party data, and algorithmic tools.
Amanda V
Series 66
Sevierville, TN
Edward Jones
Amanda Vititoe is a Series 66 licensed financial advisor with Edward Jones in Sevierville, TN, bringing six years of industry experience. She has been with Edward Jones since 2020 and previously worked there from 2004 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert S
Series 63, Series 65
Maryville, TN
Cambridge Investment Research Advisors
Robert Sheets is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Sheets Financial Group, and Lincoln Financial Securities Corporation. Outside of advising, he is involved in real estate ventures, including ownership and leadership roles in real estate partnerships. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.
Ashley M
Series 63, Series 66
Maryville, TN
Fidelity
Ashley Martin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Service LLC since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in its investment approach.
Gary P
Series 63
Maryville, TN
LPL Financial
Gary Parker is a financial advisor with LPL Financial in Maryville, TN, holding a Series 63 designation and 30 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1997 and briefly at Ftb Advisors, Inc. in 2013 before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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Finding advisors...
149 advisors near
37886
within the area shown on the map
Out of 400,000+ nationwide