Knoxville, TN Office

Team
Updated today

Client AUM

$4,599,346,072

Clients

5,525

Advisors

3

Of 89 advisors across 33 offices

Location

400 Ebenezer Rd.

Knoxville TN 37923

Advisors at this office

3

Advisors at this office

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Michelle P

Series 63, Series 66

Knoxville, TN

Nations Financial Group, Inc.

Michelle Palmer is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Advisors from 2015 to 2022. Palmer also serves as a Branch Administrator for Wilkes & Griffin, LLC DBA Lightbridge Wealth Management, where she manages operational branch office needs and supervises support staff. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios combined with outside managers to tailor strategies based on client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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Kyle G

CFP®, Series 66

Knoxville, TN

Nations Financial Group, Inc.

Kyle Griffin is a CFP® and holds a Series 66 license with 14 years of industry experience. He currently works at Nations Financial Group, Inc., where he has been since 2022, following a seven-year tenure at Wells Fargo Advisors. Griffin is also the owner of Wilkes & Griffin, LLC, a business through which he offers investment and advisory services under the name Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and businesses. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor recommendations based on client goals, risk tolerance, and liquidity needs.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
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John W

Series 63, Series 65

Knoxville, TN

Nations Financial Group, Inc.

John Wilkes IV is a financial advisor with Nations Financial Group, Inc. in Knoxville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Nations Financial Group in 2022, he worked for Wells Fargo Advisors from 2015 to 2022. He is also the owner and trustee of Wilkes and Griffin LLC, operating as Lightbridge Wealth Management. Nations Financial Group, Inc. provides investment advisory services to individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach includes proprietary model portfolios and the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Options & derivatives strategies Active portfolio management Passive / index investing Wealth management
View complete list of advisors at this office
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