Leconte Wealth Management, LLC

Jonathan Dockery is a financial advisor at LeConte Wealth Management, LLC, holding a Series 65 designation with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he provides accounting and tax preparation services, dedicating 15% of his professional time to this practice. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and customized portfolios tailored to client objectives.

Douglas Whitten is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America. Whitten is also a licensed insurance agent in Tennessee, providing fixed insurance products. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning for individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform and employs a multi-method analytical approach tailored to client objectives.

Kevin Painter is a financial advisor at Leconte Wealth Management, LLC in Maryville, TN, with 24 years of industry experience. He has been with Leconte Wealth Management since 2007 and holds Series 63 and Series 66 designations. Outside of advisory services, he serves as a power of attorney for a family member. Leconte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services, offering tailored investment strategies alongside tax preparation and planning.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Apex Insurance, LLC, Farm Bureau Insurance of Tennessee, Greenleaf Industries, and Alumni Hall Stores. LeConte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform and uses a multi-method analytical approach to tailor investment advice.

Bryan Belew is a financial advisor at Leconte Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and operates his own CPA firm, Bryan M Belew, CPA, PLLC, which provides tax preparation and assistance services. Prior to joining Leconte Wealth Management, he worked at Bill Miles CPA and Blakenship CPA Group. Leconte Wealth Management offers discretionary portfolio management, financial planning, and advisory consulting to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, providing customized portfolios and tax planning as part of its Purpose Built Planning service.

Hoy Grimm is a financial advisor with Leconte Wealth Management, LLC in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Leconte Wealth Management since 2007. Leconte Wealth Management provides discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services into its advisory platform, offering tax preparation and planning alongside investment management using a multi-method analytical approach.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with eight years of industry experience. He has been with LeConte Wealth Management since 2016 in various roles. Outside of advising, he previously operated a pressure washing business. LeConte Wealth Management offers discretionary portfolio management, advisory consulting, and comprehensive financial planning to individuals, corporations, and charitable organizations. The firm integrates accounting and tax services with investment management, employing a multi-method analytical approach and providing clients with personalized planning and reporting tools.