Franklin, TN Franklin Rd Office

Todd Meucci is a financial advisor with Kingswood Wealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Alt Fund Distributors LLC, and Eudaimonia Partners, LLC. Outside of advisory work, he serves on the Brentwood YMCA Advisory Board. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates closely with affiliated financial entities to support insurance-linked account management.

Alexander Jones is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously held roles at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of advisory work, he is an investor and minority owner in Aperio Path Software LLC, a company focused on developing software for risk management and increasing enterprise value for business owners. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform using both affiliated and unaffiliated third-party managers and integrates insurance-linked account management within its operational model.