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Certified Financial Planners in Tennessee

Certified Financial Planners in Knoxville, TN

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57 results found

Kim Spencer Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP® at Patriot Investment Management
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Work history:
Patriot Investment Management CFP®since Oct 2006AmSouth Bank Investment Advisor/CFP(r)May 2000 - Oct 2006
Full Profile

Tommy Siler Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager • Sales Representative

Experience & Education

Title:
Certified Financial Planner (CFP), Wealth Advisor at UBS Wealth Management
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Full Profile

Bob Tonachio Knoxville, TN

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Vice President of Marketing • Board Member • Corporate Executive • Chief Executive • Financial Manager • Vice President • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
CEO at RJA Health, CEO at Robert James & Associates, Inc.
Title:
CEO at RJA Health
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
RJA Health CEOsince Sep 2012Robert James & Associates, Inc. CEOsince Mar 1992
Skills:
Investment Banking, Mergers, Trading, Finance, Investments, Due Diligence, Private Equity,...
Languages:
Russian
Full Profile

Kimberly Defur Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Chief Executive

Experience & Education

Title:
CFP at Patriot Investment Management
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Full Profile

Thomas Siler Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager • Sales Representative

Experience & Education

Title:
Certified Financial Planner (CFP), Wealth Advisor at UBS Wealth Management
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Full Profile

Kim Defur Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP at Patriot Investment Management
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Work history:
Patriot Investment Management CFPsince Oct 2006AmSouth Bank Vice President2000 - 2006
Skills:
Multi generational work, Financial Planning for Divorce
Full Profile

Lee Roberts Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Roberts & Stevens A financial advisory practice of Ameriprise Financial...
Title:
Certified Financial Planner
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Roberts & Stevens A financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisorsince May 2002Horace Mann Agent1999 - 2002
Full Profile

Laura Lyons Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Vice President and Financial Planning Strategist at BB&T
Title:
Certified Financial Planner at BB&T
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
BB&T Vice President and Financial Planning Strategistsince Apr 2011The Trust Company of Knoxville CFP, Director of MarketingAug 2006 - Apr 2011
Full Profile

Laura Lyons Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Meridian Trust & Investment Company
Title:
Certified Financial Planner at Meridian Trust
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Meridian Trust & Investment Company Certified Financial Plannersince Jul 2013BB&T Vice President and Financial Planning StrategistApr 2011 - Jun 2013
Full Profile

Jim Goble Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Analyst • Analysts • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager

Experience & Education

Position:
Investment Advisor / Certified Financial Planner™ Professional at International Discount Investors,...
Title:
Investment Advisor / Certified Financial Planner™ Professional
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Work history:
International Discount Investors, Inc. - Knoxville, Tennessee AreaInvestment Advisor / Certified Financial Planner™ Professionalsince 2005SunTrust Bank - Knoxville, Tennessee AreaPrivate Client Advisor1994 - 2004
Full Profile

Charles Harr Knoxville, TN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Mathematician

Experience & Education

Position:
Certified Financial Planner TM at Patriot Investment Managment Group, Inc., Certified Financial...
Title:
Certified Financial Planner TM at Patriot Investment Managment Group, Inc.
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Patriot Investment Managment Group, Inc. Certified Financial Planner TMsince Sep 1994Patriot Investment Management Certified Financial Planner TMsince 1994
Full Profile

Jonathan Gilliam Knoxville, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Advisor, Vice President, CFP® Venable Cantey Pruitt & Sexton at Morgan Stanley at...
Title:
Vice President Financial Advisor, CFP® Venable Cantey Pruitt & Sexton at Morgan Stanley
Location:
Knoxville, Tennessee Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Knoxville, TNFinancial Advisor, Vice President, CFP® Venable Cantey Pruitt & Sexton at Morgan Stanleysince Sep 2007Capital Financial Financial AdvisorJun 2006 - Aug 2007
Full Profile

Susan Williams Knoxville, TN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Customer Service

Experience & Education

Position:
Financial Planner & Relationship Manager at The Trust Company of Knoxville
Title:
CFP(r), RPA
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
The Trust Company of Knoxville Financial Planner & Relationship Managersince Jun 2010Harris-SBSB Relationship ManagerMay 2001 - Jul 2009
Skills:
Financial Planning, Wealth Management, Retirement Planning, 401k, Estate Planning
Full Profile

Don Nalls Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at C&J Wealth Advisors
Title:
Certified Financial Planner at C&J Wealth Advisors
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
C&J Wealth Advisors Financial Advisorsince Dec 2012Patriot Investment Management OwnerSep 1993 - Nov 2012
Full Profile

Cid Kamuf Knoxville, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Independent Contractor at Money Concepts Financial Planning Centre, Financial Advisor at Cynthia...
Title:
Independent Contractor, Money Concepts Financial Planning Center
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Money Concepts Financial Planning Centre Independent Contractorsince 2004Cynthia "Cid" Kamuf Letsinger, CFP®, Sole Proprietor Financial Advisorsince 2001
Full Profile

Kathy Parks Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive • Representative • Advisor

Experience & Education

Position:
Certified Financial Planner at Patriot Investment Management
Title:
Certified Financial Planner
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Patriot Investment Management Certified Financial Plannersince Jan 2011Greenbrier Capital Management, PLLC OwnerMay 2001 - Dec 2010
Full Profile

Fred Lee Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner, Wealth Advisor, CFP® at Oak Springs Wealth Management
Title:
Partner/Wealth Advisor at
Location:
Knoxville, Tennessee
Industry:
Financial Services
Work history:
Oak Springs Wealth Management - Knoxville, TNPartner, Wealth Advisor, CFP®since Jul 2012BPV Wealth Management LLC - Knoxville, Tennessee AreaWealth AdvisorAug 2009 - Jul 2012
Full Profile

Barry Cleveland Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Co-Owner • Financial Manager • Owner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Owner at Spectrum Financial Partners
Title:
CERTIFIED FINANCIAL PLANNER
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Spectrum Financial Partners Co-Ownersince Jan 1977
Full Profile

Willis Mashburn Knoxville, TN

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Certified Financial Planner
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Pinnacle Financial Partners SVP/Portfolio ManagerOct 2008 - Dec 2010Regions Financial Corporation - Knoxville, Tennessee AreaSVP/Portfolio MgrJun 1996 - Oct 2008
Skills:
Portfolio Management, Investment Strategies, Wealth Management, Financial Planning, Asset...
Full Profile

Jack Martin Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Operations Officer • Operations Manager • Financial Manager • Supporting Member • Team Member • Auditor • Bachelor of Science

Experience & Education

Work

Company:
Martin financial
Certified financial planner
Company:
Reliable refurbishing - Knoxville, TN
Operations officer

Skills

Experience in operations, banking, retail, supervision, customer service, cashiering, and package...
Full Profile

Mike Riordan Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Representative / Agent at New York Life Insurance Company
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Registered Representative / AgentFirst Tennessee Bank Certified Financial PlannerFeb 2004 - Apr 2009
Full Profile

Brent Trentham Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial Services, Inc., Certified Financial Planner at...
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Certified Financial Plannersince Oct 1990Ameriprise Financial Certified Financial Plannersince 1990
Full Profile

Brad Pully Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Work

Company:
Self employed
Equity futures speculator
Company:
Action pac distributors - Alcoa, TN
Account executive
Full Profile

Marietta Mason Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Registered Representative at Mason & Associates, LLC Certified Financial Planner at Mason & Associates
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Full Profile

Rogers Penfield Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Wealth Management Strategies, Certified Financial Planner at...
Title:
Certified Financial Planner at Wealth Management Strategies
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Wealth Management Strategies Certified Financial PlannerEnsemble Financial Services, Inc. Certified Financial Plannersince 1979
Full Profile

Kristen Tucker Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CFP at Merrill Lynch
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, CFP
Full Profile

Rose Swanger Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Core Benefits & Investments
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Full Profile

Charlie Harr Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner TM at Patriot Investment Managment Group, Inc. Certified Financial Planner TM at Patriot Investment Management
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Full Profile

Ellen Coppinger Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Quality Financial Concepts
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Quality Financial Concepts Certified Financial Planner
Full Profile

Morgan Bragg Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Volunteer • Administrative Clerk • Clerical Specialist • Non-Profit • Financial Manager

Experience & Education

Work

Company:
The cfp group
Administrative assistant
Company:
The cfp group
Hope scholarship recipient and ut volunteer scholarship recipient
Full Profile

Fritz Fiebig Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Allied Securities
Title:
Certified Financial Planner at First Allied Securities
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
First Allied Securities Financial Advisor
Full Profile

David Higgins Knoxville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Estate planner at self
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Self Estate planner
Full Profile

Wanda Mayes Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at CFP
Location:
Knoxville, Tennessee Area
Industry:
Civil Engineering
Work history:
CFP Owner
Full Profile

Judy Resnick Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at MetLife
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
MetLife CFP
Full Profile

Susan Kornegay Knoxville, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Management Consultant • Advisor • Management Analyst • Analysts • Sports Trainer • Sports Trainers • Partner • Chief Executive Officer • Chief Executive • Marketing Manager • Corporate Executive • Model • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tour Guide • Operations Manager • Financial Manager • Financial Officer • Field Marketing Specialist • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Partner at Pathfinder Strategic Solutions
Title:
Practice Management Consultant/Coach | Client Experience | Marketing Messaging & Strategy | Team Development
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Pathfinder Strategic Solutions - Knoxville, Tennessee AreaPartnersince 2009Loring Ward Managing Director - Practice ConsultingMar 2007 - Apr 2009
Skills:
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy,...
Certified Financial Planner
Full Profile

Pamela Whitley Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Nurse • Health Information Manager • Patient Navigation Coordinator • Nurse Practitioner • Health Services Administrator • Medical Services Manager • Health Services Manager • Patient Support Representative • Healthcare Support • Systems Administrator • Computer Systems Administrator • Medical Practice Professional • Medical Practitioner • Field Auditor • Auditor • Licensed Practical Nurse • Physician • Student Worker • Psychology Specialist • Certified Nurse Practitioner • IT Specialist • Information Technology Specialist • Computer Network Professional • Psychologist • Family Practitioner • General Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Manager • Co-Owner • Financial Manager • Operations Manager • Owner • Chief Executive • Independent Contractor • Security • Speaker • Supporting Member • Contractor • Spokesperson • Team Member • Advocate • Jurist • Legal Counsel • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Title:
RN, Case Manager, Care Coordinator, EMR Specialist, System Administrator
Location:
Knoxville, Tennessee Area
Industry:
Medical Practice
Work history:
Community Ties of America, Inc. RN / Case ManagerMay 2010 - Jul 2010Clinical One RN / HEDIS Field AuditorMar 2010 - May 2010
Full Profile

Monica Sheppard Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Entrepreneur • Managers • Director • Owner • Operations Manager • Chief Executive • Lecturer • Postsecondary Teacher • Advisor • Financial Manager • Community Service Manager • Master of Arts • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Government Administration Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Director at Business Network International, Guest Lecturer at Carson-Newman College, Business Owner ...
Title:
Entrepreneur
Location:
Knoxville, Tennessee Area
Industry:
Retail
Work history:
Business Network International Directorsince Jan 2007Carson-Newman College Guest Lecturersince Jan 2005
eligible for CFP
Full Profile

Ben Satterfield Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Product Specialist • Territory Account Manager • Sales Executive • Counselor • Advisor • Area Manager • Managers • Marketing Manager • Sales Manager • Web Marketer • Client Service Officer • Chief Executive • Region Manager • Financial Manager • Customer Service • IT Specialist

Experience & Education

Position:
Tax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Business at Wolters Kluwer Law...
Title:
Product Specialist Tax at Wolters Kluwer Law & Business
Location:
Knoxville, Tennessee Area
Industry:
Information Services
Work history:
Wolters Kluwer Law & Business - Southeast, NY, Washington, DCTax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Businesssince Jul 2012Wolters Kluwer Corporate Market Territory Manager/ Sales Executivesince 2011
Skills:
Sales, Software Industry, Tax, Accounting, Corporate Law, Account Management, Selling, Sales...
Full Profile

Nathan Woods Knoxville, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Clergy • Partner • Operations Manager • Financial Manager • Chief Executive • Bachelor of Science • Student Worker

Experience & Education

Position:
Trust Officer at The Trust Company of Knoxville, Trust Administrator at The Trust Company of Knoxville
Title:
Trust Officer at The Trust Company of Knoxville
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
The Trust Company of Knoxville - Knoxville, Tennessee AreaTrust Officersince May 2013The Trust Company of Knoxville - Knoxville, Tennessee AreaTrust Administratorsince Oct 2010
Skills:
Microsoft Office, Accounting, Retirement Planning, Retirement Plan Consulting, Qualified Retirement ...
Full Profile

Daniel Olberding Knoxville, TN

Professions & Specialties

Puchasing and Estimating Manager • Apprentice • Chairperson • Chief Executive • Student Worker • Financial Manager • Teaching Assistant • Educational Assistant Teacher • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Intern Architect at Red Chair Architects
Location:
Knoxville, Tennessee Area
Industry:
Architecture & Planning
Work history:
Red Chair Architects - Knoxville, Tennessee AreaIntern Architectsince Nov 2012The CFP Group LLC - Nashville, TNEntry Level Architect- InternAug 2012 - Nov 2012
Skills:
Hand Rendering, Sketching, Photoshop, InDesign, Illustrator, AutoCAD, Revit, SketchUp, Adobe...
Full Profile

Keith Chillquist Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Counselor • Supporting Member • Food service • Team Member • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Revenue Officer • Marketing Director • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Senior Market Specialist at American Insurance Strategies
Title:
Senior Market Specialist
Location:
Knoxville, Tennessee Area
Industry:
Insurance
Work history:
American Insurance Strategies - EasternTNSenior Market Specialistsince Aug 2012Core Solutions Group Cost recovery advisor2010 - 2010
Full Profile

Kevin Proffitt Knoxville, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Chairperson • Financial Manager • Chief Executive

Experience & Education

Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Skills:
Certified Financial Planner, Employee Benefits, Estate Planning
Full Profile

Kevin Proffitt Knoxville, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Chairperson • Financial Manager • Chief Executive

Experience & Education

Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Skills:
Certified Financial Planner, Employee Benefits, Estate Planning
Full Profile

Heather Savage Knoxville, TN

Professions & Specialties

Puchasing and Estimating Manager • Region Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
East Tennessee Regional Director at Cumberland Trust and Investment Company
Title:
Regional Director at Cumberland Trust and Investment Company
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Cumberland Trust and Investment Company East Tennessee Regional Directorsince Sep 2009GreenBank Vice President and Trust OfficerFeb 2007 - Jul 2009
Full Profile

Joan Bunn Knoxville, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Information Technology Specialist • IT Specialist • Master of Science

Experience & Education

Position:
President at Strategic Solutions, Inc., Financial Advisor at Morgan Stanley Smith Barney
Title:
President at Strategic Solutions, Inc.
Location:
Knoxville, Tennessee
Industry:
Financial Services
Work history:
Strategic Solutions, Inc. - KnoxvillePresidentsince Apr 2013Morgan Stanley Smith Barney - Knoxville, Tennessee AreaFinancial Advisorsince Jun 2012
Assistant to a Certified Financial Planner at Financial Services..
Full Profile

Scott Rhea Knoxville, TN

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Founding Member • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Bachelor of Science • Master of Science • Property Manager • Real Estate Manager • Food service • Nurse • Nurse Practitioner

Experience & Education

Position:
Vice President - Wealth Management, Senior Portfolio Manager at Morgan Stanley Smith Barney
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice President - Wealth Management, Senior Portfolio Managersince Mar 2006Legg Mason Vice President - Wealth ManagementApr 2001 - Mar 2006
Skills:
Stock, fixed income and exchange traded funds portfolio management, Alternative investments...
As a Certified Financial Planner provide advice to high..
Full Profile

Gary Rowcliffe Knoxville, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Sports Trainers

Experience & Education

Position:
Financial Services Representative at Capital Financial Group, LLC
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Capital Financial Group, LLC - 8320 E Walker Springs Lane, Suite 100, Knoxville, TN 37923Financial Services Representativesince May 2013GBP, Inc - 1216 Rain Tree Rd, Knoxville, Tn 37923OwnerMay 1995 - Jul 2013
Certified Financial Planner,CFP,
Full Profile

Jeff Hall Knoxville, TN

Professions & Specialties

Manager • Partner • Operations Manager • Chief Executive • Senior Advisor • Advisor • Football Coach • Sports Game Coach • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner and Senior Advisor at RATHER & KITTRELL, High school football coach at Christian...
Title:
Independent wealth manager helping successful physicians and business owners navigate major financial transitions
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
RATHER & KITTRELL - Knoxville, Tennessee AreaPartner and Senior Advisorsince Feb 2002Christian Academy of Knoxville - Knoxville, Tennessee AreaHigh school football coachsince Jan 2007
Certifications:
CFP - Certified Financial Planner, CFP Board of Standards
CIMA - Certified Investment Management Analyst, Investment Management Consultants Association
Full Profile

Alex Shore Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Master of Science • Bachelor of Science • Sales Representative • Software Engineer • Software Developers

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investment Officersince Nov 2001Prudential Securities Vice President - InvestmentsApr 1996 - Nov 2001
Skills:
Sales Management, Estate Planning, Insurance, Retirement Planning, Strategic Planning
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Sheldon Green Knoxville, TN

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Director • Financial Manager • Operations Manager • Advisor • Counselor • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelors Degree • Associate of Arts

Experience & Education

Position:
AGENCY FIELD EXECUTIVE at State Farm Insurance
Title:
AGENCY FIELD EXECUTIVE
Location:
Knoxville, Tennessee Area
Industry:
Insurance
Work history:
State Farm Insurance AGENCY FIELD EXECUTIVEsince Oct 2002State Farm AgentOct 1993 - Dec 1997
Full Profile


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