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 financial advising. He is currently with Kingswood Wealth Advisors, LLC and previously worked at Eudaimonia Partners, Guardian Wealth Solutions, Guardian Financial, and LPL Financial. Outside of his advisory role, he is an investor and minority owner in a software development firm focused on risk management and enterprise value for business owners, and he owns multiple businesses providing tax consulting and services to business owners. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and specializes in integrating insurance-linked account management alongside its investment advisory offerings.