Memphis, TN Office

Robert Shelton is a financial advisor with Summit Wealth Group in Memphis, TN, holding a Series 66 designation and five years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Mass Mutual Investors Services. Shelton also has experience outside of finance, having worked with a food-focused business called Everything But The Food. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and employs various analytical approaches, including asset allocation, fundamental, technical, quantitative, and direct indexing strategies, with ongoing account monitoring and at least annual reviews.

James Cochran is a CFP® with 17 years of experience in financial advising, currently associated with Summit Wealth Group and Purshe Kaplan Sterling Investments since 2025. His prior experience includes roles at Commonwealth Financial Network, Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He serves as a board member and treasurer on the financial committee of the Tennessee State Parks Conservancy, a nonprofit organization supporting state parks. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.