Brentwood, TN Old Hickory Blvd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

7

Of 10,209 advisors across 5,116 offices

Location

750 Old Hickory Blvd Suite 2 210

Brentwood TN 37027

Advisors at this office

7

Advisors at this office

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Suzanne S

Series 66, Series 63

Brentwood, TN

Cetera

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, she worked at Aristotle Circle for twelve years. Outside of financial advising, she owns Great Jones Events, a photography business focused on photo shoot set design. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and planning services through a large network of independent advisors, employing multiple portfolio management strategies and program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeremy S

Series 63, Series 65, Series 66

Brentwood, TN

Cetera

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dakota C

Series 66

Brentwood, TN

Cetera

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam K

Series 66

Brentwood, TN

Cetera

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathan D

Series 66

Brentwood, TN

Cetera

Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dewitt G

Series 66

Brentwood, TN

Cetera

Dewitt Goldsby is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023. Prior to that, he was associated with Shoemaker Financial Nashville and Securian Financial Services for nearly two decades. Goldsby serves as chairman of the West End United Methodist Board of Trustees, managing the church’s physical and financial assets. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering various program options and oversees over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Evan D

Series 66

Brentwood, TN

Cetera

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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