LeConte Wealth Management, LLC

Jonathan Dockery is a Series 65-licensed advisor at LeConte Wealth Management, LLC with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he dedicates a portion of his professional time providing accounting and tax preparation services. Dockery has been with LeConte Wealth Management since 2014. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services.

Douglas Whitten is a financial advisor with LeConte Wealth Management, LLC in Maryville, TN. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LeConte Wealth Management, he worked at M Holdings Securities, Inc., C&J Wealth Advisors, and Securities America, Inc. Whitten is also an independent licensed insurance agent specializing in fixed insurance. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations with a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services, employing methods such as technical analysis, fundamental research, and cyclical analysis.

Kevin Painter 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. Outside of advisory work, he serves as a power of attorney for a family member. LeConte Wealth Management advises individuals, corporate entities, and charitable organizations through a four-advisor team, managing client accounts on a discretionary basis with firm-developed model portfolios. The firm offers services including asset management, financial and tax planning, advisory consulting, and standalone tax preparation.

Beau Bushong is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, holding a Series 65 designation with five years of experience in the insurance industry and one year at his current firm. His prior work includes roles at Apex Insurance, Farm Bureau Insurance of Tennessee, Greenleaf Industries, Alumni Hall Stores, and CookOut Restaurants. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors, offering discretionary asset management, financial and tax planning, and advisory consulting. The firm employs a combination of technical analysis, fundamental research, and cyclical analysis in managing client portfolios, which primarily include mutual funds, ETFs, and corporate debt.

Bryan Belew is a financial advisor at LeConte Wealth Management, LLC in Nashville, TN, holding a Series 65 credential with one year of industry experience. He also operates Bryan M Belew, CPA, PLLC, a CPA firm specializing in tax preparation and assistance since 2018. Prior to his current roles, he worked at Bill Miles CPA and Blakenship CPA Group. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations, offering discretionary asset management, financial and tax planning, and advisory consulting through a four-advisor team. The firm employs multiple investment analysis methods and integrates tax planning with portfolio management.

Hoy Grimm is a financial advisor at LeConte Wealth Management, LLC in Maryville, TN, with 23 years of industry experience. He has been with LeConte Wealth Management since 2007 and holds Series 63 and Series 66 designations. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs various investment analysis methods and focuses on mutual funds, ETFs, and corporate debt in its portfolio allocations.

Alexander Willard is a financial advisor at LeConte Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with LeConte Wealth Management since 2016. Outside of his advisory role, he has experience operating a pressure washing business. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a four-advisor team, offering discretionary asset management, financial and tax planning, advisory consulting, and standalone tax-preparation services. The firm employs a combination of technical analysis, fundamental research, and cyclical analysis to manage portfolios primarily consisting of mutual funds, ETFs, and corporate debt.