Top financial advisors in Greeneville, 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 recently moved to Greeneville, TN, or are planning to, you might face unique financial decisions like managing property taxes or navigating high sales taxes. A common mistake is overlooking how these local taxes impact your overall financial plan, especially since Tennessee doesn't tax wages or investment income at the state level.
- Federal tax focus. Since Tennessee lacks state income tax, ask how advisors prioritize federal tax strategies to optimize your returns.
- Local tax awareness. Confirm how they incorporate high sales and property taxes into your budgeting and long-term planning.
- Migration impact. Growing local economies can affect housing and job markets; see how advisors factor this into your financial goals.
- Experience with Tennessee rules. Ensure they understand state-specific tax nuances to avoid surprises in your financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julia R
Series 63, Series 66
Anderson, SC
Edward Jones
Julia Russell's 28 years of experience and expertise in wealth management and tax-loss harvesting make her well-equipped to address the unique tax considerations in Greeneville, TN, including federal tax strategies and local property taxes. As a seasoned advisor at Edward Jones, a large full-service firm with extensive resources, she offers a comprehensive approach suitable for retired clients, executives, and business owners, with a fee structure up to 1.35% annually.
Experience: 29 years
Avg account: $246,728
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Lincoln B
Series 63, Series 65
Greeneville, TN
LPL Financial
Lincoln Bowman in Greeneville, TN, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting and college savings strategies. Operating within a large firm managing $393 million in assets, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and access to diverse investment options including equities and ETFs.
Experience: 3 years
Avg account: $399,489
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Brian C
CFP®, Series 63
Greeneville, TN
Cornerstone Wealth Management Group
Brian Click's 26 years of experience and CFP® certification equip him to address Greeneville's unique tax environment, including high property and sales taxes, through comprehensive wealth management and retirement planning. His firm offers flexible fee structures like flat fees and subscriptions, serving individual and high-net-worth clients with a blend of fundamental and quantitative investment approaches, distinguishing him from other local advisors.
Experience: 27 years
Avg account: $468,207
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Steven D
CFP®, ChFC®, Series 63, Series 66
Greeneville, TN
Sapiat Asset Management, LLC
Steven Dick's extensive 22 years of experience and leadership roles in Sapiat Asset Management position him well to address Greeneville's unique tax environment, including property and sales taxes. His firm offers flat-fee financial planning and discretionary portfolio management, with expertise in private investments and retirement income strategies, distinguishing him through acceptance of digital assets and a blend of fundamental and technical analysis.
Experience: 22 years
Avg account: $163,137
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Lori H
Series 63, Series 66
Greeneville, TN
Cambridge Investment Research Advisors
Lori Harmon in Greeneville, TN, specializes in retirement income strategies and plans for business owners, making her well-suited to address local tax impacts on retirement planning. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse advisory services, she combines 10 years of experience with credentials like Series 63 and 66, providing a broad range of tailored investment solutions.
Experience: 10 years
Avg account: $378,281
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