Nashville, TN Office

Team
Updated today

Client AUM

$1,037,539,717

Clients

3,970

Advisors

5

Of 22 advisors across 7 offices

Location

3381 Bedford Ave, Suite 206

Nashville TN 37215

Advisors at this office

5

Advisors at this office

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Christina K

Series 65

Nashville, TN

Vestia Personal Wealth Advisors

Christina King is a financial advisor at Vestia Personal Wealth Advisors with six years of industry experience. She holds a Series 65 designation and has been with Vestia since 2019. Prior to joining Vestia, she held roles in marketing research and the hospitality industry. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Laurie C

CFP®, Series 65

Nashville, TN

Vestia Personal Wealth Advisors

Laurie Cortner is a CFP® and Series 65 registered advisor with Vestia Personal Wealth Advisors, based in Nashville, TN. She has four years of industry experience, including prior roles at Waddell & Associates and ARGI Investment Services, LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm applies evidence-based investment strategies and combines in-house management with third-party advisors and technology-enabled solutions across multiple client segments.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Katelyn D

CFP®, Series 63, Series 65

Nashville, TN

Vestia Personal Wealth Advisors

Katelyn Dunstan is a CFP® with three years of industry experience currently working at Vestia Personal Wealth Advisors in Nashville, TN. Her prior roles include positions at Ausdal Financial Partners, Taylor Securities, Northwestern Mutual, and TD Ameritrade. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and provides consulting to retirement plan sponsors. The firm employs an evidence-based investment approach and offers comprehensive financial planning, portfolio management, business consulting, and educational workshops.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Andrea F

CFP®, Series 63, Series 66

Nashville, TN

Vestia Personal Wealth Advisors

Andrea Fletcher is a CFP® with 18 years of industry experience, currently serving at Vestia Personal Wealth Advisors in Nashville, TN. She previously worked for Larson Financial Securities, LLC and Larson Financial Group, LLC for 15 years. Andrea holds Series 63 and Series 66 licenses. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions across client segments.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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Lauren O

CFP®, Series 66

Nashville, TN

Vestia Personal Wealth Advisors

Lauren Oschman is a CFP® professional with 15 years of experience in the financial services industry. She is currently affiliated with Vestia Personal Wealth Advisors in Nashville, TN, and has held roles at Ausdal Financial Partners, Larson Financial entities, and MD Advisory Services. Outside of her advisory work, she serves as Board President for the Crohn’s & Colitis Foundation Tennessee Chapter. Vestia Personal Wealth Advisors serves individual and high-net-worth clients and retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm’s investment approach incorporates evidence-based principles and combines discretionary management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments through its Vestia Private Capital platform.

Private / alternative investments Business exit / sale strategy Tax-loss harvesting Founder/Business Owner Doctor or Medical Professional Executive
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