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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
Daniel Zitt (CRD# 6328846) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Morristown, TN and has over 9 years of experience in the finance industry.
Steve is a Certified Financial Planner (CFP), Entrepreneur, and Executive with decades of experience. He is Co-Founder, Co-Owner, & CEO of Sapiat Financial Group and President of Sapiat Asset Management.
Steve is also a 3rd generation veteran, having proudly served with the U.S. Army’s 9th Infantry Regiment. After receiving an Honorable Discharge, Steve enrolled at the University of Alaska Fairbanks, while simultaneously working in construction and as an auto mechanic to help fund his education. After graduating with a B.A. Economics, he began his career as a Management Trainee at First National...
Joshua Adkins (CRD# 4899111) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greeneville, TN and has over 11 years of experience in the finance industry.
Bryan Anderson (CRD# 7063690) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Kingsport, TN and has over 5 years of experience in the finance industry. Bryan Anderson 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.
Keefer Andrew (CRD# 7772650) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has 1 year of experience in the finance industry.
Brian Bishop (CRD# 4521056) is an Investment Advisor Representative working at Edward Jones in Pennington Gap, VA and has over 21 years of experience in the finance industry.
Sarah Coughlin (CRD# 5069406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 18 years of experience in the finance industry.
Jennifer Elders (CRD# 6642801) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has over 3 years of experience in the finance industry.
Matthew Felty (CRD# 6330037) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 9 years of experience in the finance industry.
Richard Halliburton (CRD# 5073907) is an Investment Advisor Representative working at Tradition Investment Management, LLC in Kingsport, TN and has over 18 years of experience in the finance industry.