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Chattanooga, TN Office

Team
Updated today

Client AUM

$1,419,824,512

Clients

1,180

Advisors

11

Of 12 advisors across 2 offices

Location

1181 King Street

Chattanooga TN 37403

Advisors at this office

11

Advisors at this office

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Bailey H

CFP®, Series 65

Chattanooga, TN

HHM Wealth Advisors, LLC

Bailey Howard is a CFP® with four years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2022. Prior to joining HHM, Bailey worked at The Peach Brothers for two years and The Peach Truck for four years. Outside of investment advising, Bailey is an independent licensed insurance agent and performs seasonal tax preparation work with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, corporations, and other business entities, providing portfolio management, comprehensive financial planning, and employee benefit retirement plan consulting. The firm uses tailored investment strategies based on clients’ risk tolerance and goals and conducts ongoing portfolio monitoring through a weekly investment committee.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Robert M

Series 65

Chattanooga, TN

HHM Wealth Advisors, LLC

Robert Mclean is a Series 65-licensed financial advisor at HHM Wealth Advisors, LLC in Chattanooga, TN, with four years of industry experience. Prior to joining HHM Wealth Advisors in 2022, he worked for six years at the University of Tennessee Chattanooga. He is also a part-time football and basketball official for NCAA, GHSA, and TSSAA. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, providing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs fundamental analysis and diversified investment strategies, managing over $1.45 billion in discretionary assets with integrated tax and advisory services.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Jacob B

CFP®, Series 65

Chattanooga, TN

HHM Wealth Advisors, LLC

Jacob Brown is a CFP® professional with seven years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2019. Prior to his advisory role, he worked at Lee University for three years. Outside of his advisory work, he is a licensed insurance agent and prepares taxes seasonally at Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and businesses, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs fundamental analysis and diversified portfolios tailored to clients' risk tolerance and goals, managing over $1.45 billion in discretionary assets through a multi-advisor team.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Joshua C

CFP®, Series 66

Chattanooga, TN

HHM Wealth Advisors, LLC

Joshua Cropp is a CFP® professional with 11 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2017. Prior to joining HHM, he worked at UBS from 2014 to 2017. In addition to his advisory role, he works seasonally as a tax preparer with Henderson, Hutcherson & McCullough, PLLC. HHM Wealth Advisors provides fee-based investment advisory services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers comprehensive financial planning, portfolio management, and retirement plan consulting, supported by an affiliation with an accounting firm.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Christopher T

CFP®, Series 65

Chattanooga, TN

HHM Wealth Advisors, LLC

Christopher Thurman is a CFP® with three years of industry experience, currently serving as a financial advisor at HHM Wealth Advisors, LLC. He also supervises tax return preparation at Henderson, Hutcherson & McCullough, PLLC. Thurman has been with HHM Wealth Advisors since 2022 and has a background that includes work with Henderson, Hutcherson & McCullough since 2018. HHM Wealth Advisors provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm builds individualized investment strategies based on clients’ risk tolerance and goals, managing over $1.37 billion in discretionary assets and offering a broad range of securities alongside retirement-plan consulting and fiduciary IRA rollover guidance.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Salvatore G

CFP®, Series 63

Chattanooga, TN

HHM Wealth Advisors, LLC

Salvatore Geraci is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with HHM Wealth Advisors, LLC since 2006. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm manages over $1.37 billion in discretionary assets and offers portfolio management, comprehensive financial planning, and retirement plan consulting, with a broad investment approach that includes stocks, bonds, mutual funds, ETFs, options, REITs, and alternative investments.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Patrick O

CFP®, Series 66

Chattanooga, TN

HHM Wealth Advisors, LLC

Patrick O'Connor is a CFP® and holds a Series 66 license with 11 years of industry experience. He joined HHM Wealth Advisors, LLC in 2024 after spending nine years at Duncan Williams Asset Management. Outside of his advisory role, O'Connor has served on the boards of several nonprofit arts organizations, including as president of the Germantown Arts Center and as a director of the Children's Museum of Memphis. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, charitable organizations, corporations, and business retirement plans. The firm offers comprehensive financial planning and portfolio management, typically managing accounts on a discretionary basis, and is notable for its affiliation with an accounting firm and its work with retirement plan sponsors and trustees.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Andrew C

CFP®

Chattanooga, TN

HHM Wealth Advisors, LLC

Andrew Cook is a CFP® professional with 14 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2012. He is based in Chattanooga, TN. HHM Wealth Advisors provides fee-based investment advisory services to a range of clients including individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm develops personalized investment strategies managed mostly on a discretionary basis and offers comprehensive financial planning, portfolio management, and retirement plan consulting.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Travis H

CFP®, Series 66

Chattanooga, TN

HHM Wealth Advisors, LLC

Travis Hutchinson is a CFP® with 21 years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2009. He also has a long-term affiliation with Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental analysis with diversified asset allocations and manages over $1.45 billion in discretionary assets.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Jones K

CFP®

Chattanooga, TN

HHM Wealth Advisors, LLC

Jones Krogh is a CFP® professional with 12 years of industry experience, currently serving at HHM Wealth Advisors, LLC in Chattanooga, TN. He has worked at Henderson, Hutcherson & McCullough PLLC since 2012 and at Frazier & Deeter, LLC since 2008. In addition to his advisory role, Krogh is a licensed insurance agent and performs seasonal tax preparation as a tax manager at Henderson, Hutcherson & McCullough PLLC. HHM Wealth Advisors, LLC provides fee-based investment advisory services to a diverse client base including individuals, families, trusts, and business retirement plans. The firm manages over $1.37 billion in discretionary assets, offering tailored investment strategies and comprehensive financial planning with an emphasis on fiduciary IRA rollover guidance and retirement-plan consulting.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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John D

CFP®, Series 65

Chattanooga, TN

HHM Wealth Advisors, LLC

John Dunham is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has worked at HHM Wealth Advisors, LLC since 2019 and previously was employed at Amazon and the University of Tennessee - Chattanooga. In addition to his advisory role, he works seasonally as a tax preparer. HHM Wealth Advisors serves individuals, families, trusts, charitable organizations, and businesses, offering portfolio management, comprehensive financial planning, and retirement plan consulting. The firm tailors investment strategies using fundamental analysis and diversified allocations, operating with a fiduciary approach and maintaining ongoing portfolio monitoring through a weekly investment committee.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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