Financial education and planning in Brentwood, Tennessee

Edward Jones - Financial Advisor: Mike Weed, CFP®|ChFC®|CPWA®|CEPA®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 783 Old Hickory Boulevard in Brentwood, Tennessee, United States. With Mike Weed's extensive qualifications and certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in his expertise and knowledge to help them achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, Mike Weed and Edward Jones are dedicated to providing personalized financial solutions tailored to your individual needs.

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.

Peachtree Planning is a leading finance and insurance agency located at 9019 Overlook Boulevard in Brentwood, Tennessee, United States. With a team of experienced professionals, Peachtree Planning provides comprehensive financial planning services, insurance solutions, and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Peachtree Planning is dedicated to providing personalized and expert advice to meet your needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Thoroughbred Financial Services is a leading finance institution located at 5110 Maryland Way in Brentwood, Tennessee. With a focus on providing top-notch financial services to individuals and businesses, Thoroughbred Financial Services prides itself on offering expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our team of experienced professionals is dedicated to helping you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how Thoroughbred Financial Services can help you secure your 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.

Bruce Shahan is a Financial Advisor at Ameriprise Financial Services, LLC located at 213 Overlook Circle in Brentwood, Tennessee, United States. Bruce holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. Bruce is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services. With a commitment to ethics and continuing education, Bruce Shahan is a trusted and knowledgeable financial advisor in the Brentwood area.

DC Financial Advisors is a leading finance institution located at 1804 Williamson Court in Brentwood, Tennessee, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, our experts are here to provide you with the guidance and support you need. Trust DC Financial Advisors to help you secure your financial future.

Wealth Point Financial Groups is a leading finance institution located at 6 Cadillac Drive in Brentwood, Tennessee, United States. We specialize in providing expert financial services to help individuals and businesses achieve their wealth management goals. Our team of experienced professionals offers personalized financial planning, investment strategies, and retirement planning to ensure our clients' financial success. Visit us today to learn how Wealth Point Financial Groups can help you secure your financial future.

Continuum Planning Partners is a finance institution located at 12 Cadillac Drive in Brentwood, Tennessee, United States. Our team of experienced financial advisors offers comprehensive planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide personalized guidance and support every step of the way. With a focus on long-term success and a commitment to transparency and integrity, Continuum Planning Partners is dedicated to helping our clients secure their 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 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.

David H Stacey is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 1616 Westgate Circle in Brentwood, Tennessee. With years of experience in the finance industry, David provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, David H Stacey can provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Larry R Jensen - Financial Advisor at Ameriprise Financial Services, LLC, located at 213 Overlook Circle in Brentwood, Tennessee, is a trusted finance institution. With a focus on providing personalized financial advice, Larry R Jensen offers a range of services to help clients achieve their financial goals. Background and qualification information can be found on FINRA's BrokerCheck website, ensuring transparency and trust. The institution's Client Relationship Summary Disclosure provides valuable information for clients. Larry R Jensen is registered in states where securities business can be conducted, as listed on FINRA's BrokerCheck website. The institution offers consultations to discuss individual financial needs and goals, with a focus on financial planning concepts. While future financial results cannot be guaranteed, Ameriprise Financial Services, LLC is committed to helping clients navigate the complexities of the financial market. Clients can rest assured that their privacy and security are a top priority, with strict rules and regulations in place to protect their information. By referring friends and family to Larry R Jensen, clients can help their loved ones achieve financial success. With a commitment to excellence and a focus on client satisfaction, Larry R Jensen at Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial aspirations.

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.

Whit Smith - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 213 Overlook Circle, Brentwood, Tennessee, United States. Whit Smith holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Whit Smith is dedicated to providing high-quality financial advice and services to individuals and businesses, with a focus on meeting the unique needs of each client. Contact Whit Smith - Financial Advisor, Ameriprise Financial Services, LLC for comprehensive and professional financial guidance."

Edward Jones - Financial Advisor: Alan Grimes, AAMS™|CRPC™ is a reputable finance institution located at 750 Old Hickory Boulevard in Brentwood, Tennessee, United States. With a focus on providing personalized financial advice and guidance, Alan Grimes, a certified AAMS™ and CRPC™ professional, offers a range of services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us today to learn more about our services and how we can help you reach your financial goals.

Croxall Capital Planning is a leading finance institution located at 5115 Maryland Way in Brentwood, Tennessee, United States. With a team of experienced financial advisors, Croxall Capital Planning offers personalized financial planning services to help clients reach their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Croxall Capital Planning can provide expert guidance and tailored solutions to meet your needs. Trust in Croxall Capital Planning to help you navigate the complexities of the financial world and secure a prosperous future.

Align Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1616 Westgate Circle in Brentwood, Tennessee, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services. During the initial consultation, we will discuss what is most important to you, although you will not receive written analysis or recommendations at this time. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please refer to our website for important disclosures and regulations. We appreciate referrals and look forward to helping your friends and family with their financial needs. Contact us for more information.

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 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 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.

Ramsey Education, located at 1749 Mallory Lane in Brentwood, Tennessee, is dedicated to revolutionizing the education industry and impacting the lives of every student in America. With over 15 years of experience, their Foundations in Personal Finance curriculum has been taught in over 45% of high schools nationwide, reaching over 7 million students. In addition to high schools, Ramsey Education also offers personal finance and entrepreneurship curricula for higher education institutions. What sets Ramsey Education apart is their focus on practical application of financial principles. Educators are equipped not only with critical terms and concepts, but also with tools to help students apply these principles to their own lives. This hands-on approach creates a lasting impact on both students and educators, helping them avoid debt, worry, and stress as they enter adulthood.

RightLane LLC is a dynamic institution located at 5042 Thoroughbred Lane in Brentwood, Tennessee. We are dedicated to providing top-notch services in the fields of finance, consulting, and business development. Our experienced team of professionals is committed to guiding our clients towards success and helping them navigate the complexities of the business world. With a focus on innovation and strategic thinking, we pride ourselves on delivering tailored solutions that meet the unique needs of each individual or organization we work with. Visit us at our conveniently located office to see how we can help you achieve your goals and reach new heights in your business endeavors.

The Home Loan Expert Ryan Kelley is a finance institution located at 320 Seven Springs Way, Brentwood, Tennessee, United States. With over 50 years of combined loan originating experience, Ryan, Arien, and Joe prioritize a customer-first approach to ensure a smooth journey through the loan process. Their team of top-producing and talented loan officers offers expert guidance and the most competitive interest rates and programs. The institution's ability to underwrite their own files allows them to approve loans that competitors can't. In 2021, they established the Keep Climbing Foundation, a nonprofit raising funds for children's and veterans' causes. The institution deeply cares about the communities they serve and offers same-day pre-approvals with a 5-minute loan application process. By submitting information, users consent to receive communication from The Home Loan Expert.

Mason & Associates Law Firm is a boutique Estate Planning & Elder Law firm located at 8115 Isabella Lane in Brentwood, Tennessee. Owned by Jake Mason, the only Attorney in Tennessee or Kentucky with Board-Certifications in both Elder Law & Estate Planning, our team is dedicated to providing personalized legal services through one-on-one consultations. We specialize in empowering our clients through education and specialized resources, helping them protect their legacy with integrity and outstanding quality at a reasonable cost. Jake Mason, a National Merit Finalist and Vanderbilt University alumni, is a Board-Certified Elder Law Specialist & Board-Certified Estate Planning Law Specialist. He has a diverse educational background and extensive experience in the legal field. Mason & Associates Law Firm does not handle Personal Injury, Nursing Home Abuse, or Wrongful Death cases, but we have strong relationships with trusted law firms that we can refer you to.

Wealth Enhancement Group is a leading finance institution located at 112 Westwood Place in Brentwood, Tennessee, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Wealth Enhancement Group is committed to providing comprehensive financial guidance to individuals and families. Contact us today to learn more about how we can help you enhance your wealth and achieve financial success.

Brookwood Wealth Management is a leading finance institution located at 116 Wilson Pike Circle in Brentwood, Tennessee, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, Brookwood Wealth Management is the trusted partner for individuals and businesses seeking financial guidance and expertise. Contact us today to learn more about how we can help you secure your financial future.