Top charitable giving & philanthropy financial advisors in Lewisburg, TN

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

Julia Mc Cray is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, Pickens Hollow Financial Group, and New York Life insurance company, where she spent 28 years. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.