Top financial advisors in Paris, 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.
You might seek a financial advisor in Paris, TN when you're navigating complex financial decisions or planning for long-term goals. A common pitfall is working with someone who doesn't fully understand your local economic environment and specific financial challenges.
- Local market insight. Look for advisors who demonstrate knowledge of Paris, TN's economic conditions and how they impact your financial plan.
- Experience depth. Confirm how their years of practice translate into handling situations similar to yours.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your financial situation.
- Firm size impact. Ask how working with advisors from larger or smaller firms affects the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel M
Series 66
Paris, TN
Edward Jones
Samuel Mc Daniel offers wealth management and tax-loss harvesting expertise in Paris, TN, supported by his Series 66 designation and experience with Edward Jones, a large full-service firm. His background includes roles at local financial institutions and community involvement, providing a blend of local insight and access to extensive advisory resources, distinguishing him from advisors at smaller firms or with less community engagement.
Experience: 2 years
Avg account: $246,728
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Nolan P
Series 66
Paris, TN
Raymond James Financial
Nolan Poteete offers expertise in general retirement planning, business succession, and cash flow management, making him well-suited for clients in Paris, TN facing complex financial decisions. Affiliated with Raymond James Financial, a large firm, he provides flat-fee services and brings 10 years of experience, distinguishing him from advisors who may charge hourly or work with smaller firms.
Experience: 10 years
Avg account: $700,796
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Ashli N
ChFC®, Series 66
Paris, TN
Kingsview Wealth Management, LLC
Ashli Newcomb offers expertise in college savings plans, tax strategies for small businesses, and options and derivatives strategies, making her well-suited for clients in Paris, TN seeking specialized financial planning. Her 12 years of experience, flat-fee structure, and affiliation with Kingsview Wealth Management, a firm managing $6.7 billion, provide a blend of personalized service and robust resources compared to other local advisors.
Experience: 12 years
Avg account: $703,115
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Jamie O
Series 66
Paris, TN
LPL Financial
Jamie Orr offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited for clients in Paris, TN seeking comprehensive financial planning. His 18 years of experience at a large firm like LPL Financial, combined with a flat-fee structure and knowledge of tax-loss harvesting and college savings, provide a broad service range compared to advisors from smaller firms or with different fee models.
Experience: 18 years
Avg account: $399,489
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Christopher N
Series 66
Camden, TN
Cetera
Christopher Nunnery's 22 years of experience and Series 66 designation equip him to address complex financial needs near Paris, TN, especially for high earners and those approaching retirement. His affiliation with Cetera, a large firm offering flat-fee and asset-based pricing, provides access to extensive portfolio management and fiduciary services, distinguishing him from advisors at smaller firms or with less flexible fee structures.
Experience: 23 years
Avg account: $306,089
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