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Sam P

Series 66

Milan, TN

Edward Jones

Sam Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding a Series 66 designation and two years of industry experience. His work history is primarily with Edward Jones since 2021, with prior experience at Pavement Restoration Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Humboldt, TN

Edward Jones

Shanna Ambrose is a financial advisor at Edward Jones with 12 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2006. 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 strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John A

Series 66

Jackson, TN

Raymond James & Associates

John Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carol K

Series 63, Series 65

Jackson, TN

Raymond James & Associates

Carol Keathley is a financial advisor with Raymond James & Associates in Jackson, Tennessee. She holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining Raymond James in 2013, she worked at Morgan Keegan & Company, LLC for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by extensive research capabilities and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kathryn H

Series 66

Jackson, TN

Raymond James & Associates

Kathryn Hinson is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. She has been with Raymond James since 2024 and is also a silent partner in York Laine Boutique, a business she has been involved with since 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

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