Knox Wealth Partners Advisory

Robin Clark is a financial advisor with Knox Wealth Partners Advisory, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with LPL Financial since 2008 and has been with Knox Wealth Partners Advisory since 2018. Outside of advisory services, he operates an independent insurance agency specializing in fixed insurance products. Knox Wealth Partners Advisory serves primarily high-net-worth individuals and business owners, managing approximately $231 million across a seven-advisor team. The firm employs an open-architecture investment approach that includes a variety of asset classes and strategies, and it offers both discretionary and non-discretionary management alongside financial planning and consulting services.

Charles Farmer is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding the ChFC® designation and Series 63 license. He has 32 years of industry experience and has been with Knox Wealth Partners Advisory since 2017. Prior to that, he was associated with LPL Financial and has operated his own practice since 2008. Outside of his advisory work, Farmer serves as a minister on the board of the Presbytery of East Tennessee, PCUSA. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, primarily high-net-worth individuals and business owners. The firm employs an open-architecture investment approach, combining firm-directed asset allocation with various strategies including mutual funds, ETFs, fixed income, and specialty investments, and offers both discretionary and non-discretionary asset management alongside financial planning and consulting services.

Kimberly Barry is a financial advisor at Knox Wealth Partners Advisory with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she is employed at Fort Sanders Health & Fitness Center. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients, primarily high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing an open-architecture investment approach that includes access to various LPL-sponsored programs and specialty strategies.

William Alexander is a CFP® with 25 years of industry experience, currently serving as an advisor at Knox Wealth Partners Advisory in Knoxville, TN. He has been with Knox Wealth Partners Advisory since 2017 and has prior experience at LPL Financial dating back to 2007. Outside of his advisory role, he sells fixed insurance products, including life insurance and annuities. Knox Wealth Partners Advisory manages approximately $231 million for around 482 clients through a seven-advisor team, primarily serving high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services, utilizing an open-architecture approach that includes model portfolios, mutual funds, ETFs, and specialty strategies, with regular account reviews and rebalancing.

Kristie Kughler is a financial advisor at Knox Wealth Partners Advisory with 19 years of industry experience. She holds the ChFC® designation and Series 66 registration. Her work history includes roles at Ameriprise Financial Services, New York Life, and LPL Financial. Outside of advising, she owns a non-investment related business in Knoxville, TN. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for about 525 clients, primarily high-net-worth individuals and business owners. The firm offers a range of portfolio management and financial planning services using an open-architecture approach with fundamental, technical, cyclical, and charting analyses.

Kristen Tucker is a CFP® with 26 years of industry experience, currently serving at Knox Wealth Partners Advisory. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Merrill. She has been with Knox Wealth Partners Advisory since 2017. Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing approximately $273 million for around 525 clients, mainly high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party portfolio managers, utilizing an open-architecture approach that includes direct security selection, model and manager-based solutions, and a mix of fundamental, technical, cyclical, and charting analyses.

Barry Bartlett is a financial advisor with Knox Wealth Partners Advisory in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Knox Wealth Partners Advisory since 2020 and has also worked with LPL Financial since 2013. Bartlett is a principal agent for non-variable insurance. Knox Wealth Partners Advisory manages approximately $231 million for about 482 clients, focusing primarily on high-net-worth individuals and business owners. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting services using an open-architecture approach that includes model portfolios, mutual funds, ETFs, fixed income, and specialty strategies.