Brentwood, TN Overlook Cir Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

3

Of 1,445 advisors across 539 offices

Location

213 Overlook Cir, Ste B 2

Brentwood TN 37027

Advisors at this office

3

Advisors at this office

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Shannon H

Series 66

Brentwood, TN

Kestra Advisory

Shannon Hughes is a financial advisor at Kestra Advisory with seven years of industry experience. Hughes holds the Series 66 designation and has worked at various firms, including Kestra Advisory Services LLC and Kestra Investment Services LLC since 2021. Outside of finance, Hughes works as a part-time delivery driver for Shipt several nights per week. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Michael L

Series 63

Brentwood, TN

Kestra Advisory

Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jared M

Series 66

Brentwood, TN

Kestra Advisory

Jared Mc Coy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra, he worked at Edward Jones for five years and Bankers Life and Casualty for three years. He also spent seven years with Hair Family Farms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and employs due diligence-supported investment recommendations across multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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