Top financial advisors in Manchester, 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 Manchester, TN, and are navigating your financial future, you might be facing decisions about managing federal taxes, sales tax, or property tax impacts on your investments and spending. Without a clear understanding of how these taxes interact with your financial goals, you could miss opportunities to optimize your plan.
- Federal tax focus. Since Tennessee has no state income tax, ask how advisors prioritize federal tax strategies to protect your income and investments.
- Sales and property tax impact. Confirm how they factor in Tennessee's high sales and property taxes when planning your cash flow and spending.
- Local economic trends. Inquire how they incorporate Manchester's growing economy and migration patterns into your long-term financial outlook.
- Experience with regional clients. Look for advisors who understand the unique tax and economic environment of Tennessee, not just general financial advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Duane C
Series 63, Series 66
Manchester, TN
Edward Jones
Duane Conklin's 25 years of experience and focus on retirement income strategy and multi-generational wealth transfer make him well-suited to address the financial complexities faced by residents of Manchester, TN, including federal tax considerations. As part of Edward Jones, a large firm managing over $1 trillion in assets, he offers a broad range of investment strategies with a program fee up to 1.35% annually, providing access to extensive resources compared to smaller local advisors.
Experience: 25 years
Avg account: $246,728
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Jeffrey J
CFP®, Series 63
Manchester, TN
LPL Financial
Jeffrey Jackson's 26 years of experience and CFP® certification equip him to address federal tax strategies crucial for Manchester residents, especially given Tennessee's unique tax environment. Affiliated with LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 27 years
Avg account: $399,489
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Daniel W
Series 66
Manchester, TN
UBS Financial Services
Daniel Wunderlich offers 18 years of experience in Manchester, TN, focusing on retirement planning, cash flow, and equity compensation tax strategies, which are crucial for managing federal tax impacts in Tennessee. Affiliated with UBS Financial Services, a large firm serving high-net-worth clients, he leverages institutional trading and proprietary research to customize strategies, distinguishing him from advisors with smaller firm resources or less specialized tax expertise.
Experience: 18 years
Avg account: $693,691
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James J
Series 63, Series 65
Manchester, TN
Raymond James Financial
James Jaggers in Manchester, TN, offers expertise in general retirement and business succession planning, with 15 years of experience and Series 63 and 65 credentials. Affiliated with Raymond James Financial, a large firm providing flat-fee and hourly fee options, he serves diverse clients and integrates asset allocation and firm research into tailored financial plans, distinguishing him from advisors with narrower focuses or smaller firms.
Experience: 16 years
Avg account: $700,796
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John R
Series 65
Manchester, TN
Laffer Tengler Investments, Inc.
John Rogers Jr. in Manchester, TN, offers expertise in active portfolio management and factor investing, supported by 21 years of experience and a Series 65 designation. His firm, Laffer Tengler Investments, serves high-net-worth clients with discretionary and non-discretionary portfolio management, combining quantitative modeling and macroeconomic forecasting, which may provide nuanced strategies considering local tax impacts and economic trends.
Experience: 22 years
Avg account: $2,385,454
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