Top financial advisors in Morristown, 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 Morristown, TN, and are managing your investments, you might need an advisor who understands how to navigate federal taxes without the complication of state income tax. A common mistake is overlooking the impact of high local sales and property taxes on your overall financial plan.
- Federal tax focus. Confirm how they optimize your strategy around federal income tax since Tennessee does not tax wages or investment income.
- Local tax awareness. Ask how they incorporate Tennessee's high sales and property taxes into your budgeting and cash flow planning.
- Migration trends insight. Growing local economies can affect housing and job markets; see if they consider these factors in your long-term plan.
- Experience with diverse clients. Check if they have worked with clients at different life stages to address your unique financial needs effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carlee R
CFP®, Series 66
Morristown, TN
Edward Jones
Carlee Rose specializes in retirement income strategies and business owner retirement plans, making her well-suited for clients in Morristown, TN, who need to navigate federal tax considerations without state income tax. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a comprehensive wealth management approach with a program fee up to 1.35% annually, and has experience working with intergenerational families and business owners.
Experience: 6 years
Avg account: $246,728
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Drew L
Series 66
Morristown, TN
Merrill
Drew Leach offers expertise in retirement income strategy and wealth management, well-suited for clients in Morristown, TN, who need to navigate federal tax considerations without state income tax. His experience with young families and women professionals, combined with his role at a large firm like Merrill and a 1.10% AUM fee, distinguishes him from other advisors in the area.
Experience: 14 years
Avg account: $860,085
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Gregory G
Series 63, Series 66
Morristown, TN
Cetera
Gregory Greene's 15 years of experience and expertise in wealth management and tax-loss harvesting make him well-suited to address the unique tax environment in Morristown, TN, including federal tax optimization and local tax considerations. Affiliated with Cetera, a large firm offering flat-fee and hourly consulting options, he serves diverse clients such as high earners and those approaching retirement, providing a broad range of portfolio and retirement planning services.
Experience: 15 years
Avg account: $306,089
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Mark A
Series 63, Series 65
Morristown, TN
WMG Financial Advisors, LLC
Mark Ashford, based in Morristown, TN, brings 28 years of experience and specializes in annuities and real estate investing, which can be valuable for managing investments with local tax considerations. His firm, WMG Financial Advisors, LLC, manages $615 million in assets and serves a diverse client base with a long-term trading approach and negotiable flat fees, distinguishing him from others by combining seasoned expertise with flexible fee options.
Experience: 28 years
Avg account: $285,783
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Tanna R
Series 66
Morristown, TN
LPL Financial
Tanna Rainey in Morristown, TN, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting that aligns well with federal tax considerations in Tennessee. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, benefiting clients seeking transparent fees and access to extensive research resources.
Experience: 2 years
Avg account: $399,489
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