Top financial advisors in Lewisburg, 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 Lewisburg, TN, or are planning your financial future here, you need advisors who understand the local tax landscape and cost of living. 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 awareness. Confirm they consider Tennessee's high sales and property taxes when advising on spending and investment decisions.
- Migration impact. Growing local economies can affect your financial plans; see how they incorporate regional economic trends into your strategy.
- Experience in diverse firms. Inquire about their background with different firm sizes to understand how that shapes their approach to your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steve L
Series 63, Series 66
Lewisburg, TN
Edward Jones
Steve Lewis brings 32 years of experience in general retirement planning, serving clients in Lewisburg, TN, where understanding local tax nuances is crucial. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, catering to retired executives and business owners seeking seasoned guidance.
Experience: 33 years
Avg account: $246,728
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Kathryn L
Series 66
Lewisburg, TN
Ameriprise
Kathryn Lintz specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Lewisburg, TN. Working at Ameriprise, a large firm with a $1 million account minimum and a 0.15% AUM fee, she leverages a centralized consulting team to provide tax-efficient withdrawal strategies, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 10 years
Avg account: $471,167
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Rebecca N
Series 63, Series 65
Brentwood, TN
Merrill
Rebecca Nicholson's extensive 28 years of experience and large-firm background at Merrill Lynch equip her to navigate the federal tax focus and local tax considerations relevant to Lewisburg, TN residents. Her expertise in wealth management, retirement income strategy, and income planning, combined with her work with mid-career professionals and high earners, distinguishes her consultative approach and personalized investment strategies from other advisors nearby.
Experience: 28 years
Avg account: $860,085
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Julia M
Series 66
Lewisburg, TN
Eagle Strategies (NY Life)
Julia Mc Cray offers expertise in retirement income strategy and business owner retirement plans, which suits those planning for retirement in Lewisburg, TN. Affiliated with Eagle Strategies, a large firm with a client-directed approach and tiered fees up to 0.80% annually, she brings a blend of personal retirement focus and extensive firm resources, differentiating her from advisors with smaller firm backgrounds.
Experience: 2 years
Avg account: $235,446
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Jessica S
Series 66
Chapel Hill, TN
Integrated Wealth Concepts LLC
Jessica Smith's 12 years of experience and Series 66 designation equip her to navigate federal tax strategies crucial for residents in Tennessee, where state income tax is absent but sales and property taxes are high. Working with Integrated Wealth Concepts LLC, a large national firm managing $16 billion in assets, she offers flat-fee financial planning and specializes in equity compensation tax strategy and retirement income, distinguishing her from advisors focused solely on local markets.
Experience: 13 years
Avg account: $781,916
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