Directory for financial advisors and representatives

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Showing 23 advisor(s) and rep(s)

Rodney Alexander

CFP®, RICP®

With over 35 years of experience as a trusted advisor, Rodney is a seasoned Certified Financial Planner® who has built lifelong relationships through serving his clients. He is known for his deep expertise in strategic investment planning, ensuring that his clients' portfolios are properly diversified to optimize growth and manage risk.Visit my website

Expertise: Trust Services, Investment Strategies, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning

Languages: English

Location: Franklin TN, 37067

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Hannah Alexander

CFP®, CPA, MAcc

Hannah is a second-generation financial advisor. With a background in public accounting, Hannah partners with busy professionals by actively listening to their goals and creating a personalized plan for their financial future.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Retirement Planning, Disability Income Planning

Languages: English

Location: Franklin TN, 37067

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Johnathon CarverVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Franklin TN, 37067

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Jacob Culton

RICP®, QPFC

I specialize in integrated comprehensive planning for forward thinking professionals and small business owners. Helping them manage their competing goals to bring clarity on what steps to take today to ensure that their goals become their reality. I inspire my clients to take decisive action; growing wealth, mitigating risks, and managing taxable burden within their financial plan.Visit my website

Expertise: Financial Planning, Retirement Planning, Retirement Income Planning, Wealth Management, Investment Strategies, Employee and Executive Benefits Planning, Business Risk Management, Life Insurance Planning, Education Funding, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Franklin TN, 37067

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Kevin DaveyVisit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Wealth Management

Languages: English

Location: Franklin TN, 37067

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Nicholas GermanVisit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Retirement Income Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Franklin TN, 37067

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Whitney Harrison

CFP®

We guide clients to financial security with efficiency and transparency through education. Good financial education leads to good financial decisions. We take pride in collaborating with our clients on their financial journey. Together we create plans that stand the test of time and provide peace of mind.Visit my website

Expertise: Financial Planning, Investment Strategies, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding

Languages: English

Location: Franklin TN, 37067

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Mac HinojosVisit my website

Languages: English

Location: Franklin TN, 37067

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C. HutchisonVisit my website

Expertise: Long Term Care Planning, Investment Strategies, Financial Planning, Estate Planning, Retirement Planning, Employee and Executive Benefits Planning, Disability Income Planning, Business Continuation Planning

Languages: English

Location: Franklin TN, 37067

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