Spring Hill, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,661,822,691
ClientsTotal clients
3,379
AdvisorsAdvisors at this office
2
Of 63 advisors across 15 offices
Location
Spring Hill TN
Advisors at this office
2
Advisors at this office
Joshua W
CFP®, Series 63, Series 65
Spring Hill, TN
Cooper McManus
Joshua Wakefield is a financial advisor with Cooper McManus in Spring Hill, TN, holding the CFP® designation and Series 63 and 65 licenses. He has 14 years of industry experience, including prior roles at MassMutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is involved as an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a range of securities and model portfolios tailored to client objectives.
Amelia M
Series 66
Spring Hill, TN
Cooper McManus
Amelia Morgan is a financial advisor at Cooper McManus with 19 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities LLC for 10 years. In addition to her advisory role, Morgan owns Morgan Sterling Private Wealth Management and is an independent insurance agent. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse set of instruments and offers customized asset-allocation portfolios through sub-advisors and co-advisory platforms.
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