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.
- Sales and property tax impact. Confirm how they factor in Tennessee’s high sales and property taxes when projecting your expenses.
- Local economic trends. Growing cities nearby can affect job markets and housing; see how advisors incorporate these trends into your financial outlook.
- Experience in Tennessee rules. Ensure they understand state-specific tax nuances to avoid surprises in your tax planning.
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 in Dyersburg, TN, specializes in wealth management and retirement plans for business owners, with expertise in tax-loss harvesting that can address federal tax strategies important in Tennessee. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse client base including high-net-worth households, providing access to extensive research and asset management resources.
Experience: 5 years
Avg account: $399,489
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Vondal D
Series 63, Series 66
Dyersburg, TN
Cornerstone Wealth Management, LLC
Vondal Davidson's 25 years of experience and focus on charitable giving make him well-suited for clients in Dyersburg, TN, navigating federal tax strategies and local tax impacts. His firm offers flat-fee financial planning and combines discretionary management with algorithm-driven models, providing a tailored approach compared to advisors relying solely on traditional portfolio management.
Experience: 25 years
Avg account: $386,247
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Timothy W
Series 63
Dyersburg, TN
Mass Mutual Investors Services
Timothy Walker's 24 years of experience and Series 63 designation equip him to address financial planning needs in Dyersburg, TN, including estate and divorce financial planning. Affiliated with Mass Mutual Investors Services, a large firm offering collaborative, goal-oriented planning, he also assists clients with life settlements, differentiating him from advisors focused solely on traditional investment management.
Experience: 25 years
Avg account: $249,379
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Evan S
Series 66
Dyersburg, TN
Edward Jones
Evan Sanders offers expertise in retirement income strategy and wealth management, which is crucial for navigating federal tax implications and local economic trends in Dyersburg, TN. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to extensive resources and a variety of advisory programs, differentiating him from advisors at smaller firms despite his relatively recent entry into the industry.
Experience: 2 years
Avg account: $246,728
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Karen P
Series 66
Dyersburg, TN
Robert Baird & Co.
Karen Paschall offers wealth management and tax-loss harvesting expertise in Dyersburg, TN, with a focus on federal tax strategies relevant to Tennessee residents. Affiliated with the large firm Robert Baird & Co., she provides flat-fee and hourly consulting options, bringing a unique background in bookkeeping and trust management that complements her advisory role within a specialized private wealth management team.
Experience: 1 year
Avg account: $713,008
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