Brentwood, TN Franklin Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

329 Franklin Rd

Brentwood TN 37027

Advisors at this office

2

Advisors at this office

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Meshan S

Series 63, Series 65

Brentwood, TN

Cetera

Meshan Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Regions Bank, Independent Financial Group, Royal Alliance Associates, and Fifth Third Securities. Smith serves as a board member of the Urban League of Middle Tennessee, a nonprofit focused on community and civic involvement for underserved populations in the region. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and affiliated 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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Scott E

Series 63, Series 66

Brentwood, TN

Cetera

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

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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