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Financial Planning Services Advisors in Memphis, Tennessee
1,039 Results
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Lyn McDonald is a financial advisor with over 20 years of experience in the industry. She is currently registered with Raymond James & Associates, Inc. Melanie previously worked for MORGAN KEEGAN & COMPANY, INC. Melanie specializes in providing financial advice to individuals, families, and businesses. Melanie is committed to helping clients achieve their financial goals and has the knowledge and experience to develop personalized financial plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

UBS Financial Services Inc.

location

MEMPHIS, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Melanie Jane White is a financial advisor with UBS Financial Services Inc. Melanie has been in the financial industry since November 10, 2016 and holds the Series 63, SIE and Series 7 licenses. Melanie has experience in various financial areas, including securities, investments, and financial planning. Melanie is registered with the following states: Alabama, Florida, Louisiana, Mississippi, New York, North Carolina, Oklahoma, Tennessee, Vermont, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

Memphis, TN

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Melinda Christine Vinson is a registered representative with MML Investors Services, LLC. Melinda has been in the financial services industry since June 8, 2013. Melinda holds a Series 7, Series 24, Series 52, Series 53, and SIE licenses and is registered in 53 states and the District of Columbia. Before joining MML Investors Services, LLC, Melinda worked at Raymond James & Associates, INC and Banc of America Securities LLC. Melinda's specializations include asset allocation, portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEMPHIS, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Kleber Wathen is a financial advisor at Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee. Melissa has been in the financial services industry since 2001 and has a wide range of experience in financial planning, portfolio management, and investment banking.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Powell is a financial advisor with over 25 years of experience in the financial services industry. Melissa currently holds a Series 7, Series 52 and Series 63 license and is registered with Raymond James & Associates, Inc. in their Memphis, TN office. Melissa has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses. Prior to joining Raymond James & Associates, Inc., Melissa worked for Morgan Keegan & Company, Inc., Wheat, First Securities, Inc., and First Union Capital Markets Corp.. Melissa is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Mengying Lu Espel is a registered investment advisor representative at First Horizon Advisors, Inc. Mengying Lu Espel has been in the financial services industry for over 6 years. Mengying Lu Espel has passed the Series 7TO, Series 66 and SIE exams. Mengying Lu Espel has a registration with the state of Tennessee. Mengying Lu Espel offers investment advisory services to individuals, businesses, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEMPHIS, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Meredith Baird Allen is a financial professional with over 15 years of experience in the industry. Meredith is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. Meredith's expertise includes Investment Banking, Securities Industry Essentials, and General Securities. Meredith is licensed in 11 states, including Florida, Massachusetts, Minnesota, Nebraska, New Hampshire, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, and Utah.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Avantax Planning Partners, Inc. | PFS ® (Certifications)

location

Memphis, TN

0 Disclosures

ADVISOR BIO

Michael Odom is a financial advisor affiliated with Avantax Planning Partners, Inc.. Michael has been in the financial services industry since 1990. Michael provides financial planning, wealth management, tax planning, estate and gift tax planning, and investment advice. Michael is a Personal Financial Specialist and has been registered with the state of Tennessee since 2023. Michael's firm is based in Dubuque, Iowa.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Memphis, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Zepatos is an investment advisor representative with LPL Financial LLC. Michael has been in the industry since March 2013 and has worked for several firms including Wells Fargo Advisors, LLC and Raymond James & Associates. Michael is registered in multiple states and holds Series 66, SIE and Series 7 licenses. Michael has a variety of other business activities outside of his role at LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

MEMPHIS, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lowell Turner is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2014. Previously, Michael was a registered representative with Charles Schwab & Co., Inc. and American Express Financial Advisors Inc.. Michael's experience, coupled with the resources of Ameriprise, allow him to provide investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Michael is committed to helping his clients achieve their financial goals. Michael is a Certified Financial Planner. He is also a member of the board of directors for a local organization.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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