Tullahoma, TN Office

Anthony Watts is a CFP® and ChFC® affiliated with Kestra Private Wealth Services, LLC, with six years of experience in financial advising. He previously worked at Highland Rim Wealth Management and Raymond James Financial Services. Outside of his advisory role, Watts serves on the boards of Gospel Believers and Kenya Care and the Tullahoma Noon Rotary, where he is a past president and Foundation Committee Chair. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting advisor-managed portfolios with access to both in-house and third-party solutions.

Jennifer Geertz is a financial advisor with Kestra Private Wealth Services, LLC and holds Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Global Atlantic Financial Group and Raymond James & Associates. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and specialized solutions like annuity subaccount management and 529 plan advisory.