Top financial advisors in Dyersburg, 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 Dyersburg, TN, and are looking for financial advice, you might be facing decisions about managing your investments or planning for retirement without the complication of state income tax. A common mistake is overlooking how federal taxes and local sales or property taxes impact your overall financial picture.
- Federal tax focus. Since Tennessee doesn’t tax wages or investment income, ask how advisors prioritize federal tax strategies in your plan.
- Local tax awareness. Confirm how they factor in Tennessee’s high sales and property taxes when projecting your expenses.
- Experience with migration trends. Growing local economies can affect your financial goals; see if they consider regional economic shifts in their advice.
- Long-term planning. Check how they balance short-term needs with your future retirement income and investment growth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin S
Series 66
Dyersburg, TN
LPL Financial
Kevin Smith offers financial planning in Dyersburg, TN, with a focus on college savings plans like 529s, which can be crucial for families managing education expenses amid local tax considerations. His flat-fee structure and affiliation with LPL Financial, a large firm providing diverse advisory programs and technology-driven strategies, distinguish him from others by combining personalized fees with broad institutional resources.
Experience: 6 years
Avg account: $399,489
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John C
Series 66
Dyersburg, TN
Edward Jones
John Cloar specializes in general retirement planning in Dyersburg, TN, leveraging 19 years of experience with Edward Jones, a large full-service wealth management firm. His background as a retired founder and executive, combined with Edward Jones' broad advisory programs and a fee structure up to 1.35% annually, distinguishes him from other local advisors by offering both personal insight and extensive firm resources.
Experience: 19 years
Avg account: $246,728
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Vondal D
Series 63, Series 66
Dyersburg, TN
Cornerstone Wealth Management, LLC
Vondal Davidson offers extensive experience in charitable giving and philanthropy, which can be valuable for clients in Dyersburg, TN, navigating federal tax strategies and local tax impacts. His firm provides a mix of discretionary management and algorithm-driven models, with flat-fee and hourly options, catering to individuals and organizations seeking tailored financial planning and retirement consulting.
Experience: 25 years
Avg account: $386,247
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John L
Series 63, Series 65
Dyersburg, TN
Equity Services, inc.
John Lombardo in Dyersburg, TN, specializes in retirement plans for business owners and income planning, which suits those managing investments and planning retirement without state income tax concerns. Affiliated with Equity Services, Inc., a large firm offering flat-fee options and combining long-term strategies with short-term trading, he brings a unique blend of experience from prior roles and a focus on diverse client types.
Experience: 2 years
Avg account: $221,971
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Timothy W
Series 63
Dyersburg, TN
Mass Mutual Investors Services
Timothy Walker's 25 years of experience and Series 63 designation equip him to address financial planning needs in Dyersburg, TN, including federal tax strategies and local tax considerations. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive planning and asset management, he specializes in divorce financial planning and multi-generational wealth transfer, serving married couples and business owners with a focus on detailed client analysis.
Experience: 25 years
Avg account: $249,379
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