Top financial advisors in Johnson City, 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 Johnson City, TN, and are navigating your financial future, you might be facing decisions about managing federal taxes, sales tax impacts, or property tax planning. Without a clear understanding of Tennessee's tax landscape, especially the absence of state income tax but high sales taxes, you could miss opportunities to optimize your finances.
- 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 awareness. Confirm how they incorporate local sales and property taxes into your budgeting and long-term planning.
- Experience with local economy. Growing cities bring unique financial challenges; check if they understand Johnson City's economic trends and migration patterns.
- Holistic financial view. See if they consider how your income, spending, and investments interact under Tennessee's tax rules to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bryan B
Series 63, Series 65
Johnson City, TN
Mass Mutual Investors Services
Bryan Byrd's 14 years of experience and Series 63 and 65 licenses equip him to address federal tax strategies and local financial planning nuances in Johnson City, TN. His background as a business owner and attorney, combined with Mass Mutual's large-firm resources, supports clients needing multi-generational wealth transfer and cash flow budgeting, distinguishing him from advisors with narrower focuses.
Experience: 14 years
Avg account: $249,379
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Niles G
Series 66
Johnson City, TN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Niles Geary II's 17 years of experience and Series 66 designation equip him to address Johnson City's unique tax environment, focusing on retirement income strategy and Social Security optimization. Operating within a large firm offering flat-fee options and an open-architecture platform, he serves established professionals and integrates tax planning with employer benefits and real estate expertise, distinguishing him from other local advisors.
Experience: 18 years
Avg account: $410,135
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Yvette B
Series 63, Series 66
Johnson City, TN
LPL Financial
Yvette Bryan's 31 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip her to address federal tax strategies and local tax considerations in Johnson City, TN. Affiliated with LPL Financial, a large firm serving diverse clients, she offers flat-fee financial planning and consulting, distinguishing her with flexible fee options and broad institutional support.
Experience: 31 years
Avg account: $399,489
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Joy G
Series 63
Johnson City, TN
Roan Capital Partners
Joy Garland's extensive 29-year experience and Series 63 designation equip her to address Johnson City's unique financial landscape, including federal tax strategies and local tax considerations. At Roan Capital Partners, she supports both individual and high-net-worth clients with comprehensive planning and a primarily passive investment approach, offering flexible fee options from hourly to AUM-based fees, distinguishing her from other advisors in the area.
Experience: 30 years
Avg account: $463,487
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Amanda W
Series 66
Johnson City, TN
Ameriprise
Amanda Wilmot specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Johnson City, TN. Working at Ameriprise, a large firm with a 0.15% AUM fee, she leverages extensive research and tax-efficiency analysis to support clients with significant investable assets, differentiating her from advisors with smaller firm resources or less focus on retirement planning.
Experience: 2 years
Avg account: $471,167
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