Nashville, TN Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

Nashville TN

Advisors at this office

3

Advisors at this office

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Melissa G

CFP®, Series 63, Series 65

Nashville, TN

Cetera

Melissa Gallant is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Cetera and has held prior roles at Winchester Financial Group, Trilogy Capital, LPL Financial, and Ameriprise Financial Services. Outside of her advisory work, she is also licensed as an insurance agent, selling health, disability, annuities, and long-term care products. 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 financial planning services and operates as a multi-manager platform with access to affiliated and unaffiliated 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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Robert J

Series 63

Nashville, TN

Cetera

Robert Johnson is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. He has worked at Cetera since 2019, including Cetera Wealth Services, and previously spent ten years with Summit Financial Group Inc. Outside of his advisory role, he serves as co-trustee for family trusts and is a private investor in regional banks and other ventures. Cetera Investment Advisers LLC is a large SEC-registered multi-manager platform serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors.

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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Thomas F

Series 63, Series 65

Nashville, TN

Cetera

Thomas Fuller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013. In addition to his advisory role, Fuller is also a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $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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