Top financial advisors in Cleveland, 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’re navigating financial decisions in Cleveland, TN, such as managing investments or planning for property taxes, you need advisors who understand the local tax landscape and economic growth. A common mistake is overlooking how Tennessee’s lack of state income tax shifts the focus to federal taxes and other costs like sales and property taxes.
- Federal tax focus. Confirm how they prioritize federal tax strategies given Tennessee’s absence of state income tax on wages and investments.
- Sales and property tax insight. Ask how they incorporate Tennessee’s high sales and property taxes into your overall financial plan.
- Local economic knowledge. Look for advisors familiar with Cleveland’s growing economy and how it affects your financial opportunities.
- Experience with migration trends. Inquire how they advise clients amid the region’s inbound migration and its impact on housing and investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Trevor S
Series 63
Cleveland, TN
LPL Financial
Trevor Smith's 24 years of experience and expertise in wealth management and tax-loss harvesting equip him to address Cleveland, TN's unique tax environment, including federal tax strategies and local property tax considerations. Affiliated with LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, he serves a broad client base, distinguishing him from advisors focused solely on individual investors or smaller firms.
Experience: 25 years
Avg account: $399,489
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Jamie P
Series 63, Series 66
Cleveland, TN
Impact Partnership Wealth, LLC
Jamie Peak offers expertise in tax-loss harvesting and alternative investments, which is valuable for managing federal tax strategies in Cleveland, TN's unique tax environment. With 19 years of experience and a flat-fee, independent advisory model at Impact Partnership Wealth, he provides tailored financial planning and discretionary investment management suited for individuals and high-net-worth clients navigating local economic growth and migration trends.
Experience: 19 years
Avg account: $368,526
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Stephanie M
Series 66
Cleveland, TN
Truist Advisory Services
Stephanie Malone's experience with retirement income strategies and active portfolio management suits clients in Cleveland, TN, navigating federal tax priorities and local economic growth. Affiliated with Truist Advisory Services, a large SEC-registered firm, she offers both discretionary and non-discretionary investment solutions, supported by extensive research and integrated services, differentiating her from advisors at smaller firms.
Experience: 6 years
Avg account: $560,278
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Michael C
Series 63, Series 65
Cleveland, TN
Raymond James & Associates
Michael Cooper's 29 years of experience and Series 63 and 65 credentials equip him to address Cleveland, TN's unique tax environment, including federal tax strategies and local economic factors. Affiliated with Raymond James & Associates, a large firm offering flat-fee and hourly planning options, he serves a diverse clientele, which may provide broader insights compared to advisors focused solely on individual retirement planning.
Experience: 30 years
Avg account: $788,879
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Paul H
Series 63, Series 66
Cleveland, TN
Edward Jones
Paul Hickman offers 21 years of experience in Cleveland, TN, with expertise in retirement income strategy, estate planning, and college savings, aligning well with local financial needs including property tax considerations. As part of Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a structured advisory program with fees up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 21 years
Avg account: $246,728
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