Franklin, TN Seaboard Ln Office

Team
Updated today

Stonex Advisors Inc.

Multi-team

Firm-wide stats for Stonex Advisors Inc.

Total advisors

231

Across 118 offices

Clients per advisor

42 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

About

StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.

The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.

Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.

Based on Stonex Advisors Inc.

Expertise

ESG / Sustainable investing

Based on Stonex Advisors Inc.

Location

256 Seaboard Ln, Suite G 102

Franklin TN 37067

Advisors at this office

4

Advisors at this office

user avatar

Timothy R

Series 66

Franklin, TN

Stonex Advisors Inc.

Timothy Ray is a financial advisor with Stonex Advisors Inc. holding a Series 66 designation. He has experience working at StoneX Securities Inc. since 2026 and has been involved with the PGA Tour since 2020. His background also includes roles at AssuredPartners, Lipscomb University, and the University of Tennessee. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, offering multiple account structures and model-based solutions.

ESG / Sustainable investing
user avatar

Bradley L

Series 66

Franklin, TN

Stonex Advisors Inc.

Bradley Lay is a financial advisor with Stonex Advisors Inc. in Franklin, TN, holding a Series 66 credential and bringing 23 years of industry experience. His career includes roles at Raymond James & Associates, Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Outside of advising, Mr. Lay owns Mirror Consulting, where he provides business consulting focused on team dynamics and meeting efficiency without addressing financial matters; he is a certified facilitator of the Working Genius assessment. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes both proprietary and third-party investment strategies and supports multiple account structures through a large network of independent advisors and in-house experts.

ESG / Sustainable investing
user avatar

Dustin P

Series 63, Series 65

Franklin, TN

Stonex Advisors Inc.

Dustin Perkins is a financial advisor at StoneX Advisors Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory role, he serves as a producer for a group employee benefits business and owns Oak Crest Financial Partners LLC, a DBA for his advisory practice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
user avatar

Thomas B

CFP®, Series 66

Franklin, TN

Stonex Advisors Inc.

Thomas Bryant is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at StoneX Advisors Inc. and Stonex Securities Inc., having previously been employed by Mass Mutual Investors Services, Northwestern Mutual, and The Master's University. Outside of his advisory roles, he serves on the finance team at Trinity Baptist Church and is co-founder and partner of Haven Tax & Advisory, a tax preparation and bookkeeping firm. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary strategies using a range of platforms and third-party money managers.

ESG / Sustainable investing
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