CW Securities, LLC

Jackie Simpson is a financial advisor at CW Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is a partial owner of Pinkstaff, Simpson & Headrick, PC, a tax accounting firm, and PSH Audit & Assurance Services, LLC, a business audit company. He also owns PSHH Financial Services and holds interests in a payroll company and several commercial property partnerships. CW Securities, LLC provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized investment policies implemented across various asset classes and management styles, coupled with financial planning and consulting services.

Monica Head is a financial advisor at CW Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and Visionary Horizons Wealth Management Group, LLC. Monica is also appointed as an insurance agent with various companies. CW Securities, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary management along with financial planning and consulting, using client-specific investment policies implemented across equities, fixed income, and mutual funds with multiple management styles.

Michael Cox is a CFP® with 35 years of experience in the financial services industry, currently serving as president of CW Securities, LLC in Knoxville, TN, where he has worked since 2002. He holds Series 63 and Series 66 licenses and is also an insurance agent with appointments at various companies, dedicating less than 5% of his time to that activity. Additionally, he operates Capital Wealth Management, LLC, a sole proprietorship used for expense management. CW Securities, LLC provides ongoing investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm develops tailored investment policies and implements them across various asset classes using multiple management styles, with accounts custodied through Charles Schwab and American Funds.