Top financial advisors in Lawrenceburg, 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 Lawrenceburg, TN, and are managing your investments, you might need an advisor who understands how to minimize your federal tax burden while considering local tax factors like high sales and property taxes. A common mistake is focusing too much on state income tax, which Tennessee does not impose, and overlooking other tax impacts on your portfolio.
- Federal tax focus. Confirm how they plan around federal income tax since Tennessee has no state income tax on wages or investment income.
- Sales and property tax awareness. Ask how they factor in Tennessee’s high sales and property taxes when advising on cash flow and spending.
- Local market knowledge. Check if they understand Lawrenceburg’s economic trends and how inbound migration might affect your investments.
- Experience level. Inquire about their years of experience managing portfolios in Tennessee’s unique tax environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jackson G
Series 66
Lawrenceburg, TN
Private Advisor Group, LLC
Jackson Gulley, based in Lawrenceburg, TN, offers financial advice through Private Advisor Group, a large SEC-registered firm managing over $41 billion. His flat-fee and negotiable AUM fee structures provide flexibility, while the firm's broad client base and diverse investment strategies support tailored portfolio management. With a Series 66 credential and experience at LPL Financial, he brings a blend of local insight and institutional resources to clients.
Experience: 2 years
Avg account: $303,047
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Joshua S
Series 63, Series 65
Summertown, TN
Merrill
Joshua Stroud's 11 years of experience at Merrill equip him to address federal tax planning and active portfolio management, crucial for Lawrenceburg residents facing unique tax challenges. Merrill's large-firm resources offer diverse managed account programs and tax-efficient strategies, supporting mid-career professionals and high earners, distinguishing him from advisors with smaller firm affiliations or less comprehensive service platforms.
Experience: 11 years
Avg account: $860,085
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David H
Series 63, Series 65
Pulaski, TN
Cetera
David Hallmark's 17 years of experience and expertise in wealth management and tax-loss harvesting equip him to address federal tax considerations relevant to Lawrenceburg residents. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing flexible fee structures and access to diverse portfolio management solutions.
Experience: 18 years
Avg account: $306,089
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William M
Series 65, Series 63
Pulaski, TN
Eagle Strategies (NY Life)
William Miller offers retirement income strategies and business owner retirement plans, which can help manage federal tax impacts relevant to Lawrenceburg residents. His affiliation with Eagle Strategies, a large firm using client-directed solutions and third-party managers, provides diverse planning options, while his four years of experience and local leadership role in Pulaski add regional insight compared to other advisors.
Experience: 4 years
Avg account: $235,446
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Mark P
Series 66
Lawrenceburg, TN
Edward Jones
Mark Perry in Lawrenceburg, TN, brings 17 years of experience and a Series 66 designation, specializing in wealth management, tax-loss harvesting, and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive program fee up to 1.35% annually, serving diverse clients including executives and business owners.
Experience: 18 years
Avg account: $246,728
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