Top annuities financial advisors in McMinnville, TN

Dawn Hoover is a financial advisor with LPL Financial in McMinnville, TN, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior roles include positions at Ameritas Investment Company and Concorde Asset Management, among others. Outside of advising, she has been involved with two small businesses, New Dawn Investigations & Consulting, LLC and Huckleberry Sweets, LLC, and holds a part-time role with Flat Foot Vinyl. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm provides diverse advisory programs, financial planning, and utilizes a variety of management approaches supported by proprietary and third-party research.

Wendy Kell is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2015 and serves as Vice President at Security Federal Savings Bank, where she has been employed since 1998. Outside of her advisory work, Kell volunteers as a board member and backup bookkeeper at Covenant Academy and serves as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm utilizes a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 credentials and having 22 years of industry experience. His career includes roles at Douglas & Lanier Agency since 2016 and Royal Alliance from 2015 to 2019, as well as long-term involvement with Douglas & Associates since 1999. Outside of advisory work, he serves as Vice President of Douglas & Lanier Agency, a corporation providing property, casualty, life, and health insurance. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across about 515 client relationships, providing both discretionary and non-discretionary account management with investment models based on mutual funds and ETFs combining technical and fundamental analysis.

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 12 years of industry experience. He previously worked at LPL Financial and First National Bank of McMinnville for 11 years. He is also the CEO of Knowles Private Wealth, a support company affiliated with his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique advisory affiliation.

Jeremy Richey is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Sharecare Inc for seven years. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.