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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry. Scott Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan De Cuir (CRD# 5143509) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mount Juliet, TN and has over 17 years of experience in the finance industry.
Justin Dorris (CRD# 5996634) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Juliet, TN and has over 12 years of experience in the finance industry. Justin Dorris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Duncan (CRD# 2913202) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Lafayette, TN and has over 14 years of experience in the finance industry.
Joshua Dyer (CRD# 6887707) is an Investment Advisor Representative working at Edward Jones in Smyrna, TN and has over 6 years of experience in the finance industry.
Carmen Eastes (CRD# 5312358) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Smyrna, TN and has over 16 years of experience in the finance industry. Carmen Eastes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Ellett (CRD# 5556370) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goodlettsville, TN and has over 8 years of experience in the finance industry. John Ellett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anne Ertel-Sawasky (CRD# 1739818) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 36 years of experience in the finance industry.
Kenneth Farley (CRD# 1443079) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hendersonville, TN and has over 37 years of experience in the finance industry.
John Fee (CRD# 6150205) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Nashville, TN and has over 11 years of experience in the finance industry.