Independent financial advisors in Paris, TN

Samuel Mc Daniel is a financial advisor with Edward Jones in Paris, Tennessee, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Forever Communications and Commercial Bank and Trust Company. Outside of his advisory role, he serves as a board member for the City of Paris Revolving Loan Fund and has been a high school and club soccer official since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and maintains an extensive national network of advisors and branch offices.

Nolan Poteete is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at CB&T Financial and Carroll Bank & Trust, where he also performs teller duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers advisory programs supported by advanced analytical tools and a municipal advisory affiliation.

Ashli Newcomb is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Kingsview in 2022, she worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Jamie Orr is a financial advisor with LPL Financial who holds the Series 66 designation and has 18 years of industry experience. Prior to joining LPL Financial in 2021, Orr worked at Wells Fargo Advisors for five years and Edward Jones for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Christopher Nunnery is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 designation and has been with Cetera Investment Advisers LLC since 2007. In addition to his advisory role, he is the managing partner at Nunnery, Poyner & Bohannon, PC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary options.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.