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Certified Financial Planners in Tennessee

Certified Financial Planners in Johnson City, TN

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14 results found

Nathan Yates Johnson City, TN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Agent • Sales Representative • Supervisor • Representative • Managers • Financial Manager

Experience & Education

Position:
Investment Research Intern at Langenberg & Company
Title:
Research Intern at Langenberg & Company
Location:
Johnson City, Tennessee Area
Industry:
Capital Markets
Work history:
Langenberg & Company - RemoteInvestment Research Internsince Jul 2013Lawson & Hatch Financial Services - RemoteInvestment Research InternApr 2010 - Aug 2010
Skills:
Website development, Corporate Finance, Equity Capital Markets, Capital Structure, International...
Languages:
English
a CFP
Full Profile

Myra O'Dell Johnson City, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP(R) at BCS Financial
Location:
Johnson City, Tennessee Area
Industry:
Investment Management
Full Profile

Judie Camak Johnson City, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Advisor

Experience & Education

Position:
CFP® and Sr. Vice President of Investments at Wells Fargo Advisors, LLC
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC CFP® and Sr. Vice President of Investmentssince Jun 1990
Skills:
Certified Financial Planner, PMMC, Professional Money Management Consultant, EPC, Executive...
Full Profile

Judie Camak Johnson City, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Vice President - Investments at Wells Fargo Advisors, CFP® & Senior Vice President...
Title:
CFP® & Senior Vice President of Investments at Well Fargo Advisors
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Sr. Vice President - Investmentssince 1990Well Fargo Advisors CFP® & Senior Vice President of Investmentssince Aug 1989
Full Profile

Richard Haney Johnson City, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Owner, Edward Jones
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Mar 2005
Full Profile

Brian Click Johnson City, TN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:
President/CFP at Andrew Johnson Insurance and Investments
Location:
Johnson City, Tennessee Area
Industry:
Insurance
Work history:
Andrew Johnson Insurance and Investments President/CFPsince Jan 2004Edward Jones Investments Financial AdvisorJun 2000 - Jan 2004
Full Profile

Tim Colvin Johnson City, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Wealth Management at UBS Financial Services
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
UBS Financial Services - Kingsport, TennesseeVice President - Wealth Managementsince May 2003
Full Profile

Christopher Lawson Johnson City, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, CFP(R) at Highlands Union Bank
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
Highlands Union Bank Vice President, CFP(R)
Full Profile

Rodney Klein Johnson City, TN

Professions & Specialties

Managing Partner • Founder • Chief Administrative Officer • Partner • Chief Executive • Founding Member • Advisor • Speaker • Supporting Member • Spokesperson • Representative • Team Member • Lawyers • Law Specialist • Commissioner • Mediator • Financial Manager

Experience & Education

Position:
Managing Partner at Klein and Associates Attorneys at Law
Title:
Managing Partner Klein and Associates
Location:
Johnson City, Tennessee Area
Industry:
Law Practice
Work history:
Klein and Associates Attorneys at Law Managing Partnersince Jan 1994United States Tax Court Senior Attorney Advisor1991 - 1993
Skills:
Estate Planning- Trusts, Wills, etc., Tax Law, Corporate Law, Estate Planning, Probate, Wills,...
Full Profile

Alicia Klein Johnson City, TN

Professions & Specialties

Puchasing and Estimating Manager • Accountant • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Accountant at Klein and Associates, Attorneys at Law
Title:
Accountant at Klein & Associates
Location:
Johnson City, Tennessee Area
Industry:
Law Practice
Work history:
Klein and Associates, Attorneys at Law - Johnson City, Tennessee AreaAccountantsince Feb 1995
Certifications:
Accredited Valuation Anaylst, NACVA
Full Profile

David Greene Johnson City, TN

Professions & Specialties

Puchasing and Estimating Manager • Executor • Fiduciary • Trust Law Attorney • Lawyers • Independent Contractor • Guide • Counselor • Contractor • Tour Guide • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Financial Manager • Operations Manager

Experience & Education

Position:
Trust Officer at Covenant Trust, Attorney at The Ratliff Law Firm (Self-employed)
Title:
Trust Officer at Covenant Trust
Location:
Johnson City, Tennessee Area
Industry:
Legal Services
Work history:
Covenant Trust - 801 Sunset Dr., Johnson City, TNTrust Officersince Jan 2011The Ratliff Law Firm Attorneysince Aug 2011
Skills:
Estate Planning, Wills, Trusts, Trust Services, Trust Management, Estate Administration, Probate,...
Full Profile

Craig Torbett Johnson City, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Committee Member, MSHA Foundation Planned Giving at Mountain States Health Alliance, Board Member...
Title:
Financial Advisor
Location:
Johnson City, Tennessee
Industry:
Financial Services
Work history:
Mountain States Health Alliance - Johnson City, Tennessee Area, United StatesCommittee Member, MSHA Foundation Planned Givingsince 2007Johnson City Development Authority - Johnson City, Tennessee Area, United StatesBoard Membersince 2001
Certifications:
CFP, Certified Financial Planner Board of Standards
CDFA, Institute for Divorce Financial Analysts
Full Profile

Jason Conkin Johnson City, TN

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Sr Resident Dir - Wealth Mgmt, Senior Vice President-Wealth Management at Merrill Lynch Wealth...
Title:
Sr Resident Dir - Wealth Mgmt at Merrill Lynch Wealth Management
Location:
Johnson City, Tennessee Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Sr Resident Dir - Wealth Mgmt, Senior Vice President-Wealth Managementsince May 1994
Languages:
English
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Certified Financial Planner, CFP Board of Standards
Full Profile

Walter Davis Johnson City, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Chairperson • Director • Financial Manager • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Hunter, Smith and Davis, LLP
100 Med Tech Parkway, Suite 110, Johnson City, TN 37604
Phone:
(423) 283-6311 (Phone), (423) 283-6301 (Fax)
Specialties:
Estate Planning Law, Wills Law
ISLN:
907977672
Admitted:
1967, Tennessee, 1971, U.S. Tax Court
Biography:
Named: "101 Best Lawyers," Business Tennessee Magazine, January 2005; One of the "150 Best,"...
Full Profile

Certified Financial Planners near Johnson City, TN012WeavervilleAbingdonMarionLittle SwitzerlandBristol


Certified Financial Planners around Johnson City, TN

Abingdon  (2)
Bristol  (1)
Marion  (1)
Weaverville  (2)

Certified Financial Planners in Tennessee

Sub-specializations