Top Financial Advisors in Greater Memphis Area
Spencer Cultra
Financial Advisor / Field Director
Greater Memphis Area
Financial Advisor / Field Director
Recommendations: 3
e****[email protected]
Austin Bryeans
Math Teacher
Greater Memphis Area
Math Teacher
Kennel Technician
Financial Advisor
Systems Analyst Intern
Investment Advisory Intern
Business System Design Consultant
Campaign Manager
Vanderbilt University
Recommendations: 2
Public Relations
Project Planning
Microsoft Office
Fundraising
Marketing Strategy
Project Management
Interpersonal Communication Abilities
Public Speaking
a****[email protected]
Brona Pinnolis
Project Coordinator
Greater Memphis Area
Project Coordinator
Lead Faculty-Area Chair for Law & Ethics, School of Business
Instructor
Contract Attorney and Freelance Writer
Co-Founder
Attorney
member
Member
Financial Advisor
The George Washington University Law School
Northwestern University
Recommendations: 1
Public Speaking
Non-profits
Small Business
Litigation
Research
Team Building
Leadership Development
Leadership
b****[email protected]
p****[email protected]
Estes Folk
Owner
Greater Memphis Area
Owner
Farm Manager
Financial Advisor and Commodity Trader
Cotton Trader-Risk Management
Trading and Portfolio Management
Account and Marketing Management
Princeton University
Recommendations: 0
e****[email protected]
Nadia Nichols
Brand Ambassador
Greater Memphis Area
Brand Ambassador
CSR
Financial Advisor Trainee
Companion
Server
Server
Companion
Office manager
Dental assistant
Office manager
The University of Memphis
The University of Memphis
Recommendations: 0
Customer Service
Event Planning
Microsoft Office
PowerPoint
Microsoft Word
Outlook
Community Outreach
Public Relations
n****[email protected]
Andrew Bryant
Mgr, Risk Management
Greater Memphis Area
Mgr, Risk Management
Corporate Financial Advisor
Vice President of Finance
University of Mississippi
University of Mississippi
Recommendations: 0
a****[email protected]
Paul Glenn McCutchen
Financial Advisor
Greater Memphis Area
Financial Advisor
Financial Advisor
Financial Advisor
Sergeant
University of Arkansas
Arkansas State University
Recommendations: 0
Retirement Planning
401k Rollovers
Investments
Mutual Funds
Insurance
Financial Strategies
Series 7
Wealth Management
p****[email protected]
Chris Johnston
Financial Advisor
Greater Memphis Area
Financial Advisor
Investment Advisor
Investment Advisor
Medical Sales Representative
University of Mississippi
Recommendations: 0
Investments
Financial Analysis
Retirement Planning
Series 7
Strategic Financial Planning
Risk Management
Portfolio Management
Investment Advisory
c****[email protected]
Salam Assaf
Financial Advisor
Greater Memphis Area
Financial Advisor
Mississippi State University
The University of Memphis
Recommendations: 0
s****[email protected]
JD Stambaugh
Financial Advisor
Greater Memphis Area
Financial Advisor
Private Pitching Instructor
Financial Advisor
Assistant Coach
Left-Handed Pitcher
Sales
The University of Memphis
Brigham Young University
Collierville High School
Recommendations: 0
Series 7
Series 63
Baseball
Retirement Planning
Wealth Management Services
Series 66
Private Wealth Management
Holistic Financial Planning
j****[email protected]
j****[email protected]
Sherri (Brown) Tagg, CPA
Chief Accounting Officer
Greater Memphis Area
Chief Accounting Officer
Vice President and Controller
Assistant Controller
Sr. Financial Analyst
Financial Advisor
Accountant
The University of Memphis
University of Tennessee at Martin
Lambuth University
Recommendations: 0
Forecasting
Financial Reporting
Accounting
Financial Analysis
Sarbanes-Oxley Act
Account Reconciliation
Budgets
Accounts Payable
s****[email protected]
Hudson Atkins
Senior Vice President
Greater Memphis Area
Senior Vice President
Financial Advisor
President and Founder
Summer Intern
Assistant Project Manager
Rollins College
Recommendations: 0
Microsoft Office
Communication
Team Leadership
Project Management
Strategic Planning
Logistics Management
Organizational Structure
Economic Research
h****[email protected]
Kim Goble
Financial Analyst
Greater Memphis Area
Financial Analyst
Financial Analyst
Financial Analyst
Financial Analyst
Financial Advisor
Financial Advisor
Miami University, Oxford, OH
Recommendations: 0
g****[email protected]
Jason Fair, CFP ®, CDFA TM
Vice President and Financial Advisor
Greater Memphis Area
Vice President and Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
University of Alabama
Recommendations: 0
Divorce Matters
Retirement Planning
Mutual Funds
Investments
Estate Planning
Wealth Management Services
Finance
Bonds
j*****@wundernet.com
Jon VanderSteeg
Finance Manager
Greater Memphis Area
Finance Manager
Wealth Builder Account Executive
Founder
Financial Advisor
Carrier Sales Coordinator
University of Arkansas at Fayetteville
ECS
Recommendations: 0
j****[email protected]
Cindy Trammell
Sanofi Renal Project
Greater Memphis Area
Sanofi Renal Project
Sales Representative, Biologicals
PMD Financial Advisor
Independent Contractor
Territory Manager
Senior Cardiovascular Sales Representative
Capella University
Indiana Wesleyan University
Recommendations: 0
Territory Account Management
Continuing Education
New Business Development
Training
Sales
Customer Service
Selling
Sales Operations
c****[email protected]
t****[email protected]
Randy Austin
Financial Advisor | Financial Services Representative
Greater Memphis Area
Financial Advisor | Financial Services Representative
Yale University
Christian Brothers University
Duke University - The Fuqua School of Business
North Carolina State University
Northwestern University - Kellogg School of Management
Recommendations: 0
r****[email protected]
Derrick Craig
Owner
Greater Memphis Area
Owner
Branch Manager
Banking Lending Specialist/Certified Financial Advisor
District Manager
LeMoyne-Owen College
Riverview Elemantary
Recommendations: 0
Finance
Banking
Underwriting
Loans
Financial Risk
Renovation
Rehabbing
Investment Properties
d****[email protected]
Stacey Haney
V.P. Sr. Financial Advisor
Greater Memphis Area
V.P. Sr. Financial Advisor
Recommendations: 0
Wealth Management
Series 7
Portfolio Management
Investments
Asset Allocation
Investment Strategies
Mutual Funds
Investment Advisory
s****[email protected]
Mason Cousins, CFP®
Director of Client Planning & Operations/Chief Compliance Officer
Greater Memphis Area
Director of Client Planning & Operations/Chief Compliance Officer
Wealth Adviser
Financial Advisor, Associate Vice President
University of Mississippi
Recommendations: 0
Series 63
Finance
Asset Allocation
Investment Management
Investment Strategies
Wealth Management
Investment Advisory
Securities
m****[email protected]
Frank Lequerica
Sales Manager, Financial Advisor
Greater Memphis Area
Sales Manager, Financial Advisor
Financial Advisor
Major Account Executive
Account Executive
Professional Golfer
University of Tennessee-Knoxville
University of Mississippi
Christian Brothers High School
Recommendations: 0
Account Management
Sales
Finance
Insurance
Direct Sales
Customer Service
Process Improvement
Risk Management
f****[email protected]
Mathew Fields
Financial Advisor
Greater Memphis Area
Financial Advisor
Sales Representative and Custom Club Fitter
Catering Sales Manager
Sales Representative and Custom Club Fitter
Sales Representative
The University of Memphis
Southwest Tennessee Community College
Mississippi College
Houston High School
Farmington
Houston Middle School
Houston Middle School
Houston Middle School
Recommendations: 0
Retirement
Employee Benefits
Account Management
Customer Service
Customer Retention
Strategic Planning
Inventory Management
Leadership
c****[email protected]
Joan Kuykendall
SVP of Operations
Greater Memphis Area
SVP of Operations
Financial Advisor
Financial Advisor
Certified Paraplanner
University of Mississippi
Recommendations: 0
Banking
Credit Cards
Relationship Management
Payments
Merchant Services
Payment Card Processing
Electronic Payments
Credit
j****[email protected]
Alvin Steinberg, CFP
Financial Advisor
Greater Memphis Area
Financial Advisor
The University of Memphis
Recommendations: 0
a****[email protected]
a****[email protected]
Jeremy Sorrells
Finance Manager - Global Performance Measurement
Greater Memphis Area
Finance Manager - Global Performance Measurement
Finance Manager - E-Commerce and Profit Analytics
Financial Advisor - International Finance
Sr. Financial Analyst - Air Operations
Finance Director, Strategic Initiatives
Financial Analyst - Global Forecasting
University of Alabama
Auburn University
Recommendations: 0
Forecasting
Databases
Budgets
Process Improvement
Essbase
Business Analysis
Microsoft Excel
Strategic Planning
j****[email protected]
Vera Feldman, CFP®
Financial Advisor
Greater Memphis Area
Financial Advisor
University of Tennessee-Knoxville
Recommendations: 0
v****[email protected]
Lawson Arney, CFP®
Financial Advisor
Greater Memphis Area
Financial Advisor
Private Banker
The University of Texas at Austin
White Station High School
Recommendations: 0
l****[email protected]
Matthew Heffington
Financial Advisor with The Kimery Group
Greater Memphis Area
Financial Advisor with The Kimery Group
Director, SharpeNet Services
Intern to CEO/COO of ALSAC
Legislative Intern & Policy Analyst
Intern to Deputy General Counsel
The University of Memphis
Haslam College of Business at the University of Tennessee
Christian Brothers High School
GSL (Grace St. Luke's)
Recommendations: 0
m****[email protected]
Henry Paris
Mortgage Loan Officer
Greater Memphis Area
Mortgage Loan Officer
Mortgage Loan Officer
Marketing and Business Development Executive
Financial Advisor
University of Mississippi
Recommendations: 0
Series 7
Series 63
Series 65
Portfolio Management
Finance
Asset Allocation
Uniform Combined State Law
Retirement Planning
h****[email protected]
Derek Baltimore
Financial Advisor
Greater Memphis Area
Financial Advisor
Past President 2014/15
Vice President
Managing Director
Managing Director
Recommendations: 0
Mutual Funds
Insurance
Annuities
Long Term Care
Asset Management
Retirement Planning
Equities
Financial Planning
b****[email protected]
d****[email protected]
Pamela Pitts , CFP®
Financial Advisor
Greater Memphis Area
Financial Advisor
Vice President
Managing Director , Employment Law
Senior Attorney
Staff Attorney
The Catholic University of America, Columbus School of Law
Vanderbilt University
Recommendations: 0
p****[email protected]
Jim Spiewak
Anchor/Chief Investigative Reporter
Greater Memphis Area
Anchor/Chief Investigative Reporter
Investigative Reporter/Fill-in Anchor
Breaking News Reporter
Reporter/Anchor/Producer
Financial Advisor
University of Michigan
Recommendations: 0
Final Cut Pro
Video Editing
Broadcast
Camera
Dalet
Writing
Edius
ENPS
j****[email protected]
Harish Vishria
Financial Advisor
Greater Memphis Area
Financial Advisor
Owner
Private Wealth Advisor, Business Financial Advisor
Regional Vice President
Director of Strategic Planning
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
The University of Memphis
Recommendations: 0
h****[email protected]
Ashley Folk
Financial Advisor
Greater Memphis Area
Financial Advisor
Associate
Fenway Enterprise and Special Events Intern- Home of the Boston Red Sox
Vice President of Community Service
Marketing Intern
The University of Mississippi
St. George's Independent School
Recommendations: 0
Event Planning
Marketing
Advertising
Event Management
Microsoft Office
Social Media Marketing
Public Relations
PowerPoint
a****[email protected]
a****[email protected]
Mark Louderback
Financial Advisor
Greater Memphis Area
Financial Advisor
Pastor
Concordia Seminary
University of Virginia
Recommendations: 0
Public Speaking
Financial Analysis
Retirement Planning
Life Insurance
Annuity Sales
Series 7
Wealth Management
Discipleship
m****[email protected]
m****[email protected]
Zach P. Justice
Fixed Income Trader
Greater Memphis Area
Fixed Income Trader
Financial Advisor
Haslam College of Business at the University of Tennessee
University of Tennessee-Knoxville
Recommendations: 0
z****[email protected]
Alfred Applewhite
Performance and Planning Analyst
Greater Memphis Area
Performance and Planning Analyst
Financial Advisor, Managing Principal
Owner
Financial Advisor
K-12 Account Executive
Account Executive
Visual Arts Instructor
Union University
Tougaloo College
Recommendations: 0
Disability Insurance
Retirement
Employee Benefits
Annuities
Retirement Planning
Fixed Annuities
Term Life Insurance
Life Insurance
a****[email protected]
Linda Tripp
Retirement Plan Services Coordinator
Greater Memphis Area
Retirement Plan Services Coordinator
Marketing Coordinator and Director, Retirement Plan Services, BEA
Financial Advisor
VP & Retirement Spec.
Recommendations: 0
Finance
ERISA
Small Business
Financial Analysis
Banking
Risk Management
Deferred Compensation
Personal Finance
l*****@bellsouth.net
Lindsey CFP®
Managing Director, Financial Advisor
Greater Memphis Area
Managing Director, Financial Advisor
Company Name
Veesart Financial
Company Name
Morgan Keegan
The University of Memphis
Recommendations: 0
Investments
Asset Allocation
Retirement Planning
Financial Advisory
Mutual Funds
Retirement
Securities
Alternative Investments
l****[email protected]
Stanton Brown
Financial Advisor
Greater Memphis Area
Financial Advisor
Account Services Intern
Student Worker
Intern
Counselor
Rhodes College
Rhodes College Maymester- Universiteit Antwerpen/Reims School of Management
Millington Central High School
Recommendations: 0
Critical Thinking
Marketing
Leadership
• Strong communication skills (writing and public speaking)
Social Networking
Financial Planning
Financial Services
Life Insurance
b*****@rhodes.edu
Julie Corkern Keaton
Designer/Sales
Greater Memphis Area
Designer/Sales
Owner/ Interior Designer
Interior Designer
AGENT
Financial Advisor Executive Assistant/Account manager
Assistant Designer
Mississippi College
University of Southern Mississippi
Recommendations: 0
Account Management
Employee Benefits
Interior Design
Kitchen & Bath Design
Interior Architecture
Residential Homes
j****[email protected]
j****[email protected]
Julie W Terry
Financial Advisor
Greater Memphis Area
Financial Advisor
Controller
Christian Brothers University
Recommendations: 0
j****[email protected]
Parrish Oglesby
Project Manager
Greater Memphis Area
Project Manager
Senior Financial Anaylst
Financial Advisor
Financial Advisor
AVP Platform Director West Tennessee
AVP Sales Manager
Project Management Institue (PMI)
The University of Memphis
Recommendations: 0
p****[email protected]
McKay Smith
Industrial Director
Greater Memphis Area
Industrial Director
President/Owner
VP, Financial Advisor
VP, Complex Manager
VP, Branch Manager
VP, Branch Manager
University of Georgia
Recommendations: 0
Management
Business Planning
Series 7
Business Strategy
Recruiting
Sales Management
Team Building
Leadership
g****[email protected]
Jeff Boone, CFP®
Financial Advisor
Greater Memphis Area
Financial Advisor
SVP Regional Director Wealth Management Group
Account Representative
University of Tennessee at Martin
Recommendations: 0
j****[email protected]
Brian Boswell, CRPC®
Financial Advisor, CRPC®
Greater Memphis Area
Financial Advisor, CRPC®
Recommendations: 0
b****[email protected]
Daniel Woodend,CRPC®
Financial Advisor
Greater Memphis Area
Financial Advisor
The University of Memphis
Recommendations: 0
d****[email protected]
Lonnie Epperson
IT Director
Greater Memphis Area
IT Director
Web Designer
Financial Advisor & VP of Business Development
Owner
The University of Memphis
Recommendations: 0
Video Editing
Web Design
Financial Analysis
Retirement
Options
Strategic Financial Planning
Public Speaking
Real Estate
l****[email protected]
Jordan K. Stephens
Financial Advisor
Greater Memphis Area
Financial Advisor
The University of Memphis
The University of Memphis
Recommendations: 0
j****[email protected]
Nathan Harro
Financial Advisor
Greater Memphis Area
Financial Advisor
Software Engineer
Software Developer
Cedarville University
Recommendations: 0
n****[email protected]
Jonathan Capoccia
Sales Representative
Greater Memphis Area
Sales Representative
Sales Representative
Sales Representative
Financial Advisor
Recommendations: 0
Operating Room
Medical Devices
Capital Equipment
Surgeons
Surgical Instruments
Disposables
Market Development
Product Launch
