Top financial advisors in Bristol, TN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Bristol, TN, and are managing your investments, you might need an advisor who understands how to optimize your federal tax situation since Tennessee doesn't tax wages or investment income at the state level. A common mistake is overlooking the impact of high sales and property taxes on your overall financial plan.
- Federal tax focus. Confirm how the advisor plans around federal income tax since state income tax is not a factor here.
- Sales and property tax awareness. Ask how they incorporate Tennessee's high sales and property taxes into your budgeting and cash flow.
- Local market knowledge. Growing local economies can affect your investments and opportunities; check their familiarity with Bristol's economic trends.
- Experience with migration trends. Inbound migration can influence real estate and job markets; see how they factor this into your financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Walter B
Series 63, Series 65
Bristol, TN
Money Concepts Capital Corp
Walter Brown's 20 years of experience and expertise in cash flow budgeting and retirement income strategy make him well-suited to address the unique tax and financial planning challenges in Bristol, TN. Working with Money Concepts Capital Corp, a large firm managing $3.33 billion for 14,700 clients, he offers a range of managed programs and negotiates consulting fees individually, providing flexibility compared to smaller firms.
Experience: 20 years
Avg account: $237,847
-
Paul J
CFP®, Series 66
Bristol, TN
LPL Financial
Paul Jepson's 27 years of experience and CFP® certification equip him to address the unique tax considerations in Bristol, TN, including federal tax planning and awareness of local sales and property taxes. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, providing seasoned guidance tailored to local economic trends.
Experience: 28 years
Avg account: $399,489
-
Robert B
Series 63, Series 65
Bristol, VA
Wells Fargo Clearing
Robert Blevins brings 29 years of experience and holds Series 63 and 65 licenses, serving high-net-worth clients through Wells Fargo Clearing in the Bristol area. His firm offers a flat-fee structure alongside AUM fees and provides retirement plan consulting with an IPS-driven approach, differentiating him with access to diverse investment options and large-firm resources.
Experience: 30 years
Avg account: $475,575
-
Rebekah R
Series 66
Bristol, TN
Edward Jones
Rebekah Rockett, based in Bristol, TN, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help address federal tax planning in a state without income tax. Working at Edward Jones, a large firm with over $1 trillion in assets, she provides access to diverse advisory strategies and serves a broad client base, differentiating her from smaller local advisors.
Experience: 3 years
Avg account: $246,728
-
Ron F
Series 63, Series 65
Bristol, TN
Equitable Advisors
Ron Fox offers deep expertise in retirement income strategy and Social Security optimization, making him well-suited for Baby Boomers in Bristol, TN, navigating retirement planning without state income tax concerns. With 45 years of experience at a large firm, Equitable Advisors, he serves high-net-worth clients and provides flexible fee options, combining advisory and brokerage services to tailor strategies that consider local economic and tax factors.
Experience: 46 years
Avg account: $570,841
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Bristol, TN
Find advisors by type
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")