Top financial advisors in Tennessee
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.
Choosing the right financial advisor in Tennessee means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what the advisor does day-to-day. An advisor experienced with retirement planning might not be the best fit if you need help with business succession or real estate investments.
- Tax planning frame. Tennessee has no state income tax on wages or investment income, so tax planning usually centers on federal income, sales, and property taxes. Confirm the advisor understands this focus.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Casey M
Series 66
Johnson City, TN
LPL Financial
Casey Middleton is well-equipped to assist with wealth management and retirement plans for business owners in Tennessee, leveraging 12 years of industry experience and expertise in tax-loss harvesting and college savings plans. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fee structures and access to extensive advisory resources.
Experience: 12 years
Avg account: $399,489
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Stacey J
Series 63, Series 66
Kingsport, TN
Morgan Stanley
Stacey Jones offers expertise in general estate planning guidance, making her well-suited for clients seeking help with estate matters in Tennessee. With 27 years of experience at Morgan Stanley, a large firm managing $2.74 trillion in assets, she provides access to extensive resources and firm-approved planning tools, distinguishing her from advisors at smaller firms or with less institutional support.
Experience: 27 years
Avg account: $670,481
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Rodney B
ChFC®, Series 63, Series 65
Greeneville, TN
OSAIC
Rodney Breyer's 39 years of experience and ChFC® designation equip him to address financial needs in Tennessee, including annuities and retirement planning. Operating within OSAIC, a large firm offering flat-fee and negotiable AUM fee structures, he serves diverse clients such as individuals and pension plans, providing access to advanced portfolio management tools that differentiate him from advisors in smaller or solo practices.
Experience: 39 years
Avg account: $398,336
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Justin P
Series 66
Franklin, TN
Janney Montgomery Scott
Justin Porrett is equipped to assist with financial needs in Tennessee, particularly for executives and business owners, leveraging his expertise in ESG investing and tax-loss harvesting. Operating within Janney Montgomery Scott, a large firm managing over $100 billion in assets, he offers flat-fee options and serves high-net-worth clients, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 5 years
Avg account: $406,735
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Vanessa C
Series 63, Series 65
McMinnville, TN
Edward Jones
Vanessa Cordell's 20 years of experience and specialties in wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-suited for clients seeking comprehensive financial guidance in Tennessee. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers an asset-based fee structure up to 1.35% annually and serves a diverse client base including retirees and business owners, providing broad expertise compared to smaller local advisors.
Experience: 21 years
Avg account: $246,728
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