Soar Financial LLC

James Blevins is a financial advisor with Soar Financial LLC in Knoxville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at B and T Developments LLP, Summit Financial, Inc., and Summit Accounting Services, LLC, where he is also a certified public accountant and owner. Outside of advising, he is involved in credit card processing services and land development. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios emphasizing long-term strategies with tactical adjustments and serves as both discretionary and non-discretionary managers for a range of clients.

Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.

Benjamin Defoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at American Trust Investment Services, Inc. and Securities Service Network, LLC, among others. Outside of advising, he is involved in several non-investment ventures including managing Lead Wizards LLC and serving as a general partner in multiple development partnerships, as well as a partner in a CPA firm. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with a focus on long-term strategies and offers both discretionary and non-discretionary management through a multi-office team of five advisors.

Gary Clark is a financial advisor at Soar Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Trust Investment Services, Eagle Strategies, and Nationwide Securities. Clark is also involved in insurance brokering outside of his advisory role. Soar Financial LLC provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios with a focus on long-term strategies and serves as both discretionary and non-discretionary managers.