Nashville, TN Office

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years. Outside of his advisory role, he is involved in residential property investment and leasing of single-family residences. Kingswood Wealth Advisors serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates affiliated financial entities to support insurance-linked account management.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Jeffrey Johnson is a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Raymond James Financial Services, and SunTrust Investments. Kingswood Wealth Advisors serves a broad range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with discretionary and non-discretionary investment advice tailored to client profiles and supports insurance-linked account management through integration with affiliated financial entities.

James Parrish III is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, Parrish is a sponsored triathlete who conducts clinics for Timex and has been a marketing ambassador for Newton Running. He is also an author and professional motivational speaker, and he engages in personal coaching and development through an independent business owner role with ACN. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, employing an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.