TOP 30 Financial advisor near brentwood tn in Franklin, Tennessee

Michael Brown - Prudential Financial is a trusted finance and insurance agency located at 1026 Carlisle Lane in Franklin, Tennessee, United States. With a commitment to providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment advice, or insurance coverage, Michael Brown - Prudential Financial is here to provide expert guidance and support. Visit us today to learn more about our services and how we can help you secure a stable financial future.

Franklin Financial Advisors is a reputable finance institution located at 1648 Westgate Circle in Brentwood, Tennessee, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Franklin Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

U.S. Bancorp Investments - Financial Advisors: Scottie Smith is a finance institution located at 289 Franklin Road in Brentwood, Tennessee, United States. Our team of experienced financial advisors, led by Scottie Smith, is dedicated to providing personalized investment strategies and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional service and guidance to our clients. Contact us today to schedule a consultation and start planning for a secure financial future.

Scott Ewing - Regions Financial Advisor is located at 329 Franklin Road in Brentwood, Tennessee, United States. As a Financial Advisor for Regions Investment Solutions, Scott Ewing is dedicated to helping clients not only with their immediate financial needs, but also in developing a comprehensive strategy to achieve long-term financial goals. With a focus on personalized solutions, Scott aims to make the journey towards financial success as easy as possible for each client. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank.

Merrill Lynch Financial Advisor Rob Cook, located at 201 Franklin Road in Brentwood, Tennessee, offers insights, observations, and ideas to help clients pursue their financial goals. With 25 years of experience in the financial industry, Rob focuses on investment planning and wealth management for families, corporate executives, business owners, and those approaching retirement. He holds various certifications and registrations, including being a CERTIFIED FINANCIAL PLANNER professional. Rob is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. His team works to understand each client's goals and priorities, providing customized financial approaches to help achieve those goals. By staying active in the community and volunteering, Rob exemplifies his commitment to helping clients reach their financial aspirations. With access to investment insights and banking solutions, Rob works with clients to develop personalized plans that address their financial needs. Through ongoing reviews and adjustments, Rob helps clients stay on track to achieve their financial goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Financial Advisor Rob Cook.

LBMC Investment Advisors, LLC in Nashville is a reputable finance institution located at 201 Franklin Road in Brentwood, Tennessee, United States. With a team of experienced professionals, they offer a wide range of investment advisory services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LBMC Investment Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your investment needs.

Merrill Lynch Financial Advisor Scott Thompson, located at 201 Franklin Road in Brentwood, Tennessee, is a trusted institution in the finance industry. The team at Merrill Lynch is comprised of industry professionals with diverse skill sets and educational backgrounds, ensuring that clients receive comprehensive support for their financial needs throughout their lives. The advisors at Merrill Lynch are committed to ongoing education, holding numerous industry certifications and designations to guide clients through the ever-evolving global economy. Clients have access to a wide range of resources, from retirement strategies to IPO support, to help them achieve their financial goals. Merrill Lynch Financial Advisor Scott Thompson follows a well-defined process to set and exceed client expectations, providing effective wealth management and client service. The team works closely with clients to identify and define their goals, creating a personalized financial strategy that reflects their investment style and life plan. Whether clients are focused on growing, preserving, or transferring wealth, the team at Merrill Lynch is dedicated to helping them address their financial goals at every stage of life.

Edward Jones - Financial Advisor: David M Upshaw, CFP® is a reputable finance institution located at 330 Franklin Road in Brentwood, Tennessee, United States. With a focus on providing personalized financial planning services, David M Upshaw, a Certified Financial Planner®, helps clients achieve their financial goals through strategic investment and wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: David M Upshaw, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.

Merrill Lynch Financial Advisor Timothy Roberson, located at 201 Franklin Road in Brentwood, Tennessee, is a finance institution dedicated to providing comprehensive financial support to clients. The team at Merrill Lynch believes in uniting a group of industry professionals with diverse skills and backgrounds to cater to clients' financial needs throughout their lives. With a commitment to ongoing education, the team holds numerous industry certifications and designations to stay up-to-date with the evolving global economy. Clients of Merrill Lynch Financial Advisor Timothy Roberson have access to a wide range of resources, from retirement strategies to IPO support, to help them achieve their financial goals. The institution delivers a well-defined process for effective wealth management and client service, setting and exceeding expectations from day one.

Merrill Lynch Financial Advisor Mitzi C Michaelson is a reputable financial institution located at 201 Franklin Road in Brentwood, Tennessee, United States. With a focus on providing expert financial advice and guidance, Merrill Lynch offers personalized services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Mitzi C Michaelson is dedicated to helping you navigate the complex world of finance with confidence and ease.

Merrill Lynch Financial Advisor Chris Mitchell, located at 201 Franklin Road in Brentwood, Tennessee, offers personalized financial services tailored to each client's unique needs. With a focus on understanding not just financial goals, but also clients' lives, interests, and passions, Chris takes a holistic approach to financial planning. He holds the Certified Private Wealth Advisor® designation and has extensive experience in the financial services industry. Chris and his team at Merrill Lynch Wealth Management provide comprehensive investment strategies and banking solutions to help clients achieve their financial goals. By staying informed about changes in clients' lives and the financial markets, Chris ensures that their financial approach remains aligned with their priorities. With a commitment to putting clients first and providing personalized service, Chris Mitchell helps clients navigate the complexities of their financial lives and pursue their long-term goals.

Merrill Lynch Financial Advisor Thomas David Beasley, located at 201 Franklin Road in Brentwood, Tennessee, offers personalized financial services supported by the global resources of Merrill. With a team of talented and experienced individuals, they prioritize building strong client relationships based on trust and personalized service. Specializing in banking and lending services through Bank of America, N.A., their Registered Senior Wealth Management Client Associate is dedicated to helping clients achieve their financial goals. By starting with a conversation to understand your priorities and aspirations, they tailor a financial approach to help you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to design personalized goals-based financial strategies. Their commitment to assisting clients in growing, preserving, and transferring wealth is evident in their attentive and knowledgeable approach. With Merrill Personal Wealth Analysis™ and ongoing reviews, they ensure your financial approach reflects your evolving goals and life changes. As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. They believe in the power of a dedicated advisor-client relationship to guide you towards achieving your financial goals.

Merrill Lynch Financial Advisor Jake T Embry is a finance institution located at 201 Franklin Road, Brentwood, Tennessee, United States. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to help you pursue your financial goals while managing investment risk. Our experienced team collaborates with you to develop a personalized investment strategy tailored to your lifestyle goals, taking into account your objectives, time horizon, liquidity needs, and risk tolerance. We believe in achieving financial success by making investment-related decisions that align with your goals. Recognized by Forbes as "Best-in-State Wealth Advisors," our team is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, we are dedicated to helping you achieve your financial goals and stay on track, regardless of market fluctuations. Our focus is on getting to know you personally so we can create a financial approach that reflects your priorities and helps you address changes in the market and in your life. Let us work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Christine Cash is a prestigious finance institution located at 201 Franklin Road in Brentwood, Tennessee, United States. The team at Merrill Lynch is comprised of industry professionals with diverse skill sets and educational backgrounds, dedicated to supporting clients' full financial needs throughout their lives. With a commitment to ongoing education, the team holds numerous industry certifications and designations to provide clients with expert guidance for generations to come. From retirement strategies to IPO support, Merrill Lynch offers access to specialists and resources for clients' varied goals, no matter how complex. The institution delivers a well-defined process for effective wealth management and client service, setting and exceeding expectations from day one. By working closely with clients to identify and define their goals, Merrill Lynch creates a personalized financial strategy that reflects their investment style and life plan. The team is committed to helping clients address their financial goals at every stage of life, whether focused on growing, preserving, or transferring wealth. With years of experience and insight into market fluctuations, Merrill Lynch develops a personalized investment strategy to pursue clients' lifestyle goals, taking into account their objectives, time horizon, liquidity needs, investment style, and risk tolerance. The institution has received recognition from financial industry publications for exemplary client service, setting the standard for wealth management teams. Supported by the global resources of Merrill Lynch, the team is dedicated to building strong client relationships based on trust and personalized service. The focus of Merrill Lynch includes working closely with high-net-worth individuals and families, advising divorced and widowed women in navigating their financial futures, and supporting corporate retirement plans and business owners. Please note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Ginger Moore, located at 201 Franklin Road, Brentwood, Tennessee, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. The mission is to understand you and your needs, asking thoughtful questions to create a personalized plan to help you pursue financial goals while managing investment risk. By focusing on potential solutions, the institution aims to turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop an approach tailored to your financial needs. Through the Investment Personality Assessment, Merrill gets to know you better as an investor to customize a financial approach that aligns with your goals and priorities. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what matters most to you. By understanding what matters most to you, Merrill Lynch Wealth Management Advisors can help you create a financial approach that reflects your personality and priorities. Together, let's work towards achieving your goals with a customized investment strategy.

Merrill Lynch Private Wealth Advisor Matthew P Miller, located at 201 Franklin Road, Brentwood, Tennessee, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention and trust-based relationships, the institution provides customized services supported by the capabilities of a global financial institution. Recognized on the Forbes "Best-in-State Wealth Advisors" list, the private wealth advisors at Merrill Private Wealth Management are trained to meet specialized needs with personalized service. Strategies are designed to help clients achieve their goals, with access to services and resources typically reserved for large institutions.

Merrill Lynch Financial Advisor Thomas Atkinson, located at 201 Franklin Road in Brentwood, Tennessee, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Thomas Atkinson can help you navigate today's changing market conditions and work towards achieving your financial aspirations. By participating in the community and volunteering with local organizations, Thomas Atkinson upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your specific goals. As a Merrill Lynch Wealth Management Advisor, Thomas Atkinson focuses on understanding your evolving needs and aspirations, providing guidance on various financial decisions such as retirement planning, education funding, and wealth transfer strategies. By utilizing the Investment Personality Assessment, Thomas Atkinson can tailor a financial approach that aligns with your unique preferences and goals. Regular check-ins and adjustments to your financial approach ensure that it remains in line with your changing life circumstances. With a commitment to putting your interests first, Thomas Atkinson aims to help you achieve your financial goals and navigate market fluctuations with confidence. Contact Thomas Atkinson to start building a customized investment approach that addresses your needs and helps you pursue your long-term objectives.

Merrill Lynch Financial Advisor Heather Downs, located at 201 Franklin Road, Brentwood, Tennessee, United States, is a reputable finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their “Best-in-State Wealth Management Teams” in 2024, the team at Merrill Lynch focuses on understanding your unique goals, priorities, and financial situation to create a personalized financial strategy tailored to your needs. By collaborating with you to define your goals and investment style, they aim to help you pursue your financial objectives at every stage of your life. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they can customize their approach to align with your values and preferences. With a commitment to staying on track and adapting to changes in your life and the market, Merrill Lynch Financial Advisor Heather Downs is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Thomas A Hall is a finance institution located at 201 Franklin Road, Brentwood, Tennessee, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with our clients to craft customized financial strategies to help them pursue their goals. We believe in involving our clients fully in planning for their financial future, starting with determining their investment style. By understanding individual goals and priorities, we can design comprehensive strategies to make the most of financial resources. With access to the investment insights of Merrill and the banking convenience of Bank of America, we offer potential strategies to grow, preserve, and distribute wealth.

Little Brothers Shell, Inc. is a one-stop shop for all your automotive and financial needs. Conveniently located at 141 Franklin Road in Brentwood, Tennessee, this institution offers a range of services including ATM access, car repair, financial services, a gas station, and a store for your convenience. Whether you need to fill up your tank, get your car serviced, or grab some snacks on the go, Little Brothers Shell, Inc. has got you covered. With friendly staff and top-notch facilities, you can trust Little Brothers Shell, Inc. to take care of all your needs.

Joshua Brandt - State Farm Insurance Agent is an insurance agency located at 900 Conference Drive in Goodlettsville, Tennessee, United States. Since becoming a State Farm agent in 2021, Joshua Brandt has been dedicated to providing real value to customers by ensuring they have the right coverage for their unique needs. The agency offers a range of insurance services including auto, home, life, property, business, renters, health insurance, and financial services. Joshua Brandt and his team take the time to get to know each customer, tailor insurance packages to their specific situation, and regularly review policies to ensure they remain relevant. The office has received the highest State Farm and industry recognition for their exceptional commitment to customer service.

Ed Underwood - State Farm Insurance Agent is a trusted institution located at 115 5th Avenue North in Franklin, Tennessee, United States. Specializing in health and insurance services, our agency is conveniently situated between Sweet CeCe's Ice Cream and Zola's Italian Restaurant in downtown Franklin. With over 40 years of experience as a State Farm Agent, Ed Underwood is dedicated to helping families with relocation to the Franklin, Brentwood, Nashville, and Spring Hill areas. Our agency offers insurance and financial services tailored to meet the unique needs of our clients. Whether you are looking for gas theft prevention tips, retirement planning advice, or auto repair cost-saving strategies, our team is here to assist you every step of the way. We prioritize the principles of service, integrity, and professionalism to ensure that our valued policyholders receive the highest quality of service that exceeds their expectations.

Jeff East - Raymond James is a reputable finance institution located at 128 Franklin Road in Brentwood, Tennessee, United States. With a strong commitment to providing personalized financial solutions, the team at Jeff East - Raymond James offers a wide range of services including investment planning, retirement planning, and wealth management. Clients can expect expert advice and guidance tailored to their individual financial goals and needs. Trust in Jeff East - Raymond James for all your financial planning needs.

U.S. Bank's Wealth Management Banker, Brian Blair, is a trusted financial advisor located at 289 Franklin Road in Brentwood, Tennessee. With a focus on personalized wealth management services, Brian helps clients navigate the complexities of financial planning, investment strategies, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Brian Blair and U.S. Bank are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.

FourPoint Business is a comprehensive business management firm located at 500 Wilson Pike Circle, Brentwood, Tennessee. Specializing in accounting and finance, our all-in-one services include bookkeeping, marketing, and consulting to help business owners save time and confidently lead their companies. Based in Nashville, TN, we serve clients locally, throughout Tennessee, and in other states. Our goal is to provide the freedom and support needed for businesses to grow and succeed. At FourPoint Business, we understand the challenges of running a business and aim to simplify the process for our clients. Our knowledgeable team offers expertise in various aspects of business management, from accounting to technology, to help you navigate the complexities of entrepreneurship. We also offer free resources and a chat feature for personalized assistance on any business-related topic.

Retirement Renegade, located at 278 Franklin Road in Brentwood, Tennessee, is a finance institution that believes in the principles of financial security and stability. Led by President Andrew Winnett, Retirement Renegade offers a unique approach to retirement planning with the motto, "Rule No. 1: Never lose money. Rule No. 2: Don’t forget rule No. 1". At Retirement Renegade, we specialize in creating personalized retirement strategies for individuals using a variety of insurance products tailored to their specific needs and goals. Please note that while we provide valuable information, we do not offer tax, legal, or investment advice. We always recommend consulting with a qualified professional before making any financial decisions.

Merrill Lynch Wealth Management, located at 201 Franklin Road in Brentwood, Tennessee, offers clients the investing insights of Merrill combined with the extensive banking capabilities of Bank of America. The financial advisors at the branch provide years of combined wealth management knowledge and experience, offering strategies to help clients preserve, grow, and distribute wealth. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services. The advisors are committed to client service and satisfaction, working with clients to create financial strategies tailored to their long-term objectives. The branch also engages in volunteerism and charitable outreach to support local communities. Merrill clients have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help them pursue personal and professional financial goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing critical skills and knowledge to assist individuals in pursuing their unique financial goals. Customers are advised to consult their legal and tax advisors before making financial decisions, as investing involves risk. Additional information about products and services is available through the Client Relationship Summary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and member of SIPC, offering investment products sponsored by affiliates of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are also available through affiliated entities. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients can access FINRA's BrokerCheck for information about brokers and brokerage firms.