Kingsport, TN Office

Zachary Colvin is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Concurrent, he worked at Wells Fargo Advisors in multiple roles and also spent time at Foreside Fund Services, LLC and Global X ETFs. He is based in Kingsport, TN. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individual, high-net-worth, family, trust, estate, business, and retirement plan clients. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence, strategic asset allocation, and various operational tools.

Gregory Taylor is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. Taylor serves as treasurer for the Greater Kingsport Boys and Girls Club Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Natalie Owens Wells is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and UBS Financial Services. She serves on the City of Kingsport Beverage Board and is treasurer of the Center Place Owners Association. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Jeffery Bedford is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Wells Fargo Advisors and UBS Financial Services. He also serves as a council member for Holy Trinity Lutheran Church in Kingsport, TN. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Andrew Medukas is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. He previously worked at Center Street Wealth Management Group, LLC, Wells Fargo Advisors, and UBS Financial Services. Medukas serves on the board of directors for the Rotary Club of Scott County Virginia. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Timothy Colvin is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he holds part ownership in local investment-related businesses in Kingsport, Tennessee. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and offers comprehensive wealth management and financial planning services through a broad network of advisors.