Top financial advisors in Kingsport, 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 Kingsport or are planning your financial future here, you need advisors who understand the local tax landscape and economic growth. Without this knowledge, you might miss opportunities to optimize your federal tax strategy or manage high sales and property taxes effectively.
- Federal tax focus. Since Tennessee has no state income tax, ask how they prioritize federal tax planning to maximize your after-tax income.
- Local tax impact. Confirm they consider the area's high sales and property taxes when advising on spending and investment decisions.
- Migration trends. Growing local economies affect housing and job markets; see how they incorporate these factors into your financial plan.
- Experience with local regulations. Ensure they understand Tennessee's tax rules and how recent changes affect your investments and income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan Y
Series 63, Series 65
Kingsport, TN
Tlg Advisors, Inc.
Jonathan Yates offers 23 years of experience in wealth management and active portfolio management, well-suited for navigating Kingsport's unique tax environment. Affiliated with TLG Advisors, a large firm managing $2 billion in assets, he provides flat-fee financial planning and integrates Modern Portfolio Theory with fundamental analysis, distinguishing him from advisors with smaller practices or different investment approaches.
Experience: 23 years
Avg account: $430,112
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Christine C
Series 66
Kingsport, TN
Morgan Stanley
Christine Cooper's decade of experience and Series 66 designation equip her to navigate Kingsport's unique tax environment, including federal tax planning and local sales and property tax considerations. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she offers access to extensive resources and tailored financial planning, distinguishing her from advisors at smaller firms.
Experience: 11 years
Avg account: $670,481
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William B
Series 63
Kingsport, TN
Silver Oak Securities, Incorporated
William Bingham's 33 years of experience and Series 63 designation equip him to navigate Kingsport's unique tax environment, including federal tax planning and local tax impacts. His firm, Silver Oak Securities, manages over $2 billion in assets and offers flat-fee financial planning up to $35,000, serving a diverse client base including executives and high earners, which may provide broader insights compared to other advisors.
Experience: 33 years
Avg account: $278,962
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Denise D
Series 66
Kingsport, TN
Merrill
Denise Depriest offers wealth management and retirement income strategies tailored to clients in Kingsport, TN, leveraging her 17 years of industry experience and expertise in estate and business succession planning. Affiliated with Merrill, a large firm, she serves young families and values-based investors with a 1.10% AUM fee, providing personalized guidance supported by extensive local knowledge and a commitment to client-focused strategies.
Experience: 18 years
Avg account: $860,085
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Jadon E
Series 63, Series 65
Kingsport, TN
LPL Financial
Jadon Engle in Kingsport, TN, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting that aligns with local tax considerations. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, he brings two years of experience and a background in credit union and university settings, distinguishing him from advisors with different firm sizes or fee structures.
Experience: 2 years
Avg account: $399,489
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