Top 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.
You might be considering a financial advisor in Tennessee because you're navigating complex financial decisions unique to your life stage or goals. A common pitfall is working with an advisor who applies generic advice without tailoring it to Tennessee's specific economic and tax environment.
- Local market knowledge. Confirm how familiar they are with Tennessee's tax laws and economic factors that could impact your financial plan.
- Experience with your financial stage. Whether you're building wealth or planning retirement, ask how they adjust strategies to fit your current and future needs.
- Fee structure clarity. Understand how their flat-fee or other pricing models align with the services you require.
- Firm size implications. Large-firm advisors may offer extensive resources, while independent ones might provide more personalized attention; ask which fits your preferences.
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 financial planning in Tennessee, leveraging 12 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and consulting services, which may appeal to clients seeking transparent pricing and access to extensive resources compared to smaller independent advisors.
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, supported by 27 years of industry experience and her Series 63 and 66 licenses, making her well-equipped to address financial needs in Tennessee. As part of Morgan Stanley, a large firm managing $2.74 trillion in assets, she provides access to extensive resources and firm-approved planning tools, which may differ from advisors at smaller or independent firms in the region.
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 planning needs specific to Tennessee, including annuities and retirement strategies. Operating within OSAIC, a large firm offering technology-driven portfolio management and diverse client services, he provides flat-fee and negotiable AUM pricing, which may appeal to clients seeking both comprehensive resources and flexible fee structures.
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 planning in Tennessee, leveraging his expertise in ESG investing and tax-loss harvesting, which can be particularly relevant for local tax considerations. Working at Janney Montgomery Scott, a large firm managing over $100 billion in assets, he offers flat-fee arrangements and serves high-net-worth clients, distinguishing him from advisors who may focus on smaller firms or different fee structures.
Experience: 4 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 expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-equipped to address financial needs specific to Tennessee residents. As part of Edward Jones, a large firm managing over $1 trillion in assets, she offers access to extensive resources and a structured advisory program with an annual fee of up to 1.35%, distinguishing her from advisors at smaller firms.
Experience: 20 years
Avg account: $246,728
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