Top financial advisors in Shelbyville, 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 recently moved to Shelbyville, TN, or are planning your financial future here, you need advisors who understand the local tax landscape and economic growth. Without this knowledge, you might miss opportunities to optimize your federal tax strategy or manage high sales and property taxes effectively.
- Federal tax focus. Tennessee has no state income tax, so ask how advisors prioritize federal tax planning to maximize your after-tax income.
- Local tax awareness. Confirm they consider the impact of Tennessee's high sales and property taxes on your overall financial plan.
- Migration trends insight. Growing local economies affect housing and job markets; see how advisors incorporate these factors into your investment and retirement strategies.
- Experience with local regulations. Ensure they understand Tennessee-specific rules that could influence your estate or investment planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rebecca C
Series 66
Shelbyville, TN
Raymond James Financial
Rebecca Carter's experience with general retirement and business succession planning suits those navigating Shelbyville's unique tax and economic environment. Working at Raymond James Financial, a large firm offering flat-fee services, she supports diverse clients with tailored, non-discretionary financial planning, distinguishing her from advisors focused solely on individual investors or smaller firms.
Experience: 5 years
Avg account: $700,796
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Justin C
Series 63, Series 65
Shelbyville, TN
Eagle Strategies (NY Life)
Justin Curtis offers 18 years of experience in retirement income strategy and business owner retirement plans, making him well-suited for clients in Shelbyville, TN navigating local tax and economic factors. Affiliated with Eagle Strategies, a large firm under New York Life, he provides flexible fee options including AUM-based and hourly fees, and serves a diverse client base including trusts and corporate clients.
Experience: 18 years
Avg account: $235,446
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James W
Series 66
Shelbyville, TN
Cetera
James Williams III offers expertise in wealth management and tax-loss harvesting, crucial for navigating Shelbyville's tax landscape. His 14 years of experience and role at Cetera, a large firm with flat-fee options, provide flexible planning for high earners and those approaching retirement, distinguishing him from advisors with less local involvement or fewer fee structures.
Experience: 14 years
Avg account: $306,089
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Tony W
Series 63, Series 66
Shelbybille, TN
LPL Financial
Tony Wooten offers 19 years of experience in Shelbyville, TN, specializing in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate local tax challenges. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves a diverse client base, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 20 years
Avg account: $399,489
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Jennifer D
Series 63, Series 66
Shelbyville, TN
Edward Jones
Jennifer Dougherty offers wealth management and tax-loss harvesting expertise in Shelbyville, TN, with nine years of experience and Series 63 and 66 designations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse advisory programs and a fiduciary standard, differentiating her through broad service offerings and a substantial client base.
Experience: 9 years
Avg account: $246,728
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