Top college savings (529s, UTMA, etc.) financial advisors in Morristown, TN

Carlee Rose is a CFP®-certified financial advisor at Edward Jones in Morristown, TN, with six years of industry experience. Her prior roles include positions at Edward Jones, Liberty Tax, Upper East Tennessee Human Development Agency, and East Tennessee State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a large national network of advisors and branch offices.

Drew Leach serves as the Associate Resident Director at Merrill Lynch Wealth Management in Morristown, Tennessee. He began his career in the mortgage industry and joined Merrill Lynch in 2012 as a financial advisor. In his role, Drew focuses on devising comprehensive, goals-based planning strategies that address the complex financial needs of families, often involving multiple generations to create customized wealth plans. He holds a Bachelor's degree in Psychology from the University of Tennessee at Knoxville. Drew has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Within his practice, he takes responsibility for planning, business development, and team management alongside other professionals who handle investment management, business management, and administrative functions. In the community, Drew is active with Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. His personal interests include fishing, golfing, hiking, hunting, and traveling. He lives with his wife Jordan, their two children, Olivia and Bennett, and their dogs Beaufort and Monroe.

Gregory Greene is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Cetera and its affiliated entities since 2014 and also has experience with Regions Bank and BBTIS. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform.

Mark Ashford is a financial advisor with WMG Financial Advisors, LLC in Morristown, Tennessee, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Lincoln Financial Securities, The Ashford Group, and Concourse Financial Group Securities. He is also involved in insurance-related activities through Legacy Wealth Management and The Ashford Group. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm focuses on long-term portfolio management using modern portfolio theory and offers financial planning, retirement consulting, and discretionary account management across a range of investment vehicles.

Tanna Rainey is a financial advisor with LPL Financial in Morristown, Tennessee, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon since 2008 and has entrepreneurial experience with Plunder Design and Flowers By Tanna. She operates a side business, Plunder Design, which she has managed since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

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.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.