Top financial advisors working with executives in Union City, TN

Benjamin Ferguson is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is an owner of two recreational properties, River Bend Hunting Club, LLC and Brown Creek Lodge LLC, located in Tennessee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Brock Brauer is a financial advisor with LPL Financial in Union City, TN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at the UT Martin Computer Store, Tate Family Foods, and the University of Tennessee at Martin. Brauer is also an itinerant preacher with the Beulah Baptist Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, and integrates research and technology to support its offerings.

Tyler Bolton is a financial advisor with Edward Jones in Union City, TN. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lowes and DuPont (through Pioneer Staffing Agency). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial products through a nationwide network of advisors and branch offices.

Zachary Eckert is a financial advisor with Ameriprise in Union City, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at IBEX Global and TFT Global. Eckert is also involved in managing an advisory business through Blue Horseshoe LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.