Brentwood, TN Westwood Pl Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,716 advisors across 10,432 offices

Location

112 Westwood Pl, Ste 211

Brentwood TN 37027

Advisors at this office

6

Advisors at this office

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David S

CFP®, Series 66

Brentwood, TN

LPL Financial

David Schadel is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Wealth Strategies Partners, LLC and Raymond James Financial Services Advisors from 2014 to 2023. Schadel also serves as a non-variable insurance agent and is a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Henry N

Series 66

Brentwood, TN

LPL Financial

Henry Norton is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at COVA Wealth Management, Three Stone Roofing, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Rudy E

CFP®, Series 66

Brentwood, TN

LPL Financial

Rudy Edelen is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at firms including Wealth Enhancement Group, Landmark Financial Advisors, First Trust Portfolios L.P., and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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John C

Series 63

Brentwood, TN

LPL Financial

John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has previously worked at CVWM LLC/COVA Wealth Management and Raymond James Financial Services in various capacities since 2012. His ongoing involvement includes COVA Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Leonidas V

CFP®, Series 63, Series 65

Brentwood, TN

LPL Financial

Leonidas Vaughan IV is a CFP® with 27 years of industry experience, currently serving at LPL Financial since 2024. His career includes roles at Mass Mutual and Raymond James Financial Services as well as ownership of Cova Wealth Management and CVWM LLC. He is also involved with Lazy Acres LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by various model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Hunter R

Series 63, Series 66

Brentwood, TN

LPL Financial

Hunter Rodgers is a financial advisor at LPL Financial with 19 years of industry experience. He has held prior roles at Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. Rodgers holds Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-based strategies.

College savings (529s, UTMA, etc.)
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