Strategic Advisory Services

Charles Hardee is a financial advisor with Strategic Advisory Services in Memphis, TN, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at WEALTHCARE ADVISORY PARTNERS, LPL Financial, Independent Financial Partners, and Paragon National Bank. He operates Strategic Advisory Services, an independent registered investment advisory firm. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, with additional services for small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across about 338 client relationships through a team of ten advisers, offering customized portfolios reviewed regularly and employing both fundamental and technical analysis.

Staci Jackson is a financial advisor with Strategic Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has previously worked at WEALTHCARE ADVISORY PARTNERS, Independent Financial Partners, Paragon National Bank, and LPL Financial. Jackson provides investment advisory services through Strategic Advisory Services, an independent registered investment advisor firm. Strategic Advisory Services offers asset management and financial planning primarily for individual and high-net-worth clients, with additional engagements from small businesses, banks, estates, charitable organizations, and municipal entities. The firm employs a customized investment approach, utilizing fundamental and technical analysis and offering a range of investment options including mutual funds, ETFs, and limited options strategies.

James Walker is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Bank, ORION Federal Credit Union, and LPL Financial. Outside of advising, he co-owns a monthly magazine focused on nonprofit organizations in the Memphis area and is involved in documentary film production. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, as well as select small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across 338 client relationships, offering customized portfolios that utilize fundamental and technical analysis and may include third-party managers and a range of investment products.

Jacob Jackson is a financial advisor with Strategic Advisory Services and holds a Series 66 designation. He has one year of industry experience and previously operated EcoScapes Landscape & Irrigation LLC. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, also serving small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across about 338 client relationships and employs both fundamental and technical analysis to customize and regularly review portfolios.

Thomas Christenbury is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Strategic Advisory Services since 2017 and also maintains an affiliation with LPL Financial. Outside of his advisory roles, he serves as the onsite building superintendent for the office property, a position requiring minimal time and focused on facility issues. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, with additional services offered to small businesses, banks, estates, charitable organizations, and municipal entities. The firm employs a customized investment approach using fundamental and technical analysis, offering a range of investment options and discretionary portfolio management through a team of ten advisors.

Sarah Mckinnon is a financial advisor at Strategic Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Bank OZK and South Arkansas Timber Family Interests. Strategic Advisory Services is an independent investment management firm serving individual and high-net-worth clients, small businesses, estates, charitable organizations, and pension plans. The firm provides discretionary, fee-based asset management using fundamental and technical analysis, model portfolio programs, and access to sub-advisors.

Samuel Humphreys is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and LPL Financial LLC. Outside of finance, he owns and operates Humphreys Specifics, a business selling antiques and collectibles. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, as well as select small businesses, banks, estates, charitable organizations, and municipal entities. The firm employs a customized investment approach using both fundamental and technical analysis and offers discretionary portfolio management through a team of ten advisors.

Kent Monypeny is a financial advisor with Strategic Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at LPL Financial, Paragon National Bank, Independent Financial Partners, and Paragon Wealth Solutions. Outside of his advisory work, he is a non-paid member owner of Standard Aviation LLC and provides emergency medical services at special events. Strategic Advisory Services offers asset management and financial planning primarily for individual and high-net-worth clients, also serving small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across 338 client relationships, delivering customized portfolio management and financial planning through a team of ten advisers.

Michael Agee is a financial advisor with Strategic Advisory Services in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He previously worked at Raymond James & Associates for 17 years and has been with LPL Financial since 2016. Outside of finance, he has served as a soccer referee since 2011. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets with a team of ten advisors, offering customized portfolios that utilize fundamental and technical analysis and a range of investment options.