Gallatin, TN Commons Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

600 Commons Dr Ste 100

Gallatin TN 37066

Advisors at this office

3

Advisors at this office

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Peter T

Series 65, Series 66

Gallatin, TN

Edward Jones

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, TN, holding Series 65 and Series 66 registrations with two years of industry experience. His prior roles include positions at US Health Group, Camarda Wealth Advisory Group, and Nelson's Green Brier Distillery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Linda M

CFP®, ChFC®, Series 63, Series 65, Series 66

Gallatin, TN

Edward Jones

Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Planning for children with special needs Military & Veterans Founder/Business Owner
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Michael C

Series 66

Gallatin, TN

Edward Jones

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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