ADVISOR BIO

Julie Boyd Rex is a financial advisor who has been in the industry since 2011. Julie is currently registered with First Horizon Advisors, Inc. in Chattanooga, TN. Julie has Series 7, Series 63, and SIE licenses and is registered in Tennessee. Julie specializes in helping individuals, businesses, corporations, charities, insurance companies, and pension plans with their financial needs. Julie provides financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Julie Brandon is an active financial advisor and investment advisor representative. Julie is registered with the state of Tennessee and is employed by Morgan Stanley. Julie has over 8 years of experience in the financial services industry. Julie has passed the Series 7, Series 66 and SIE exams. Julie also holds registrations in over 40 states. In addition to working with individuals and families, Julie also works with a variety of institutional clients including charitable organizations, insurance companies, pension and profit sharing plans, and investment companies.

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ADVISOR BIO

Julie Puryear is a financial advisor at Edward Jones. Julie has been in the financial industry since January 2024 and is currently registered in Tennessee. She holds the Series 7, 66 and SIE licenses and is also a Registered Representative. She is a graduate of the University of Tennessee, Knoxville. Julie specializes in financial planning, portfolio management for individuals and businesses, and retirement planning.

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ADVISOR BIO

Julie Weddle is a financial advisor in Chattanooga, TN, with over 20 years of experience in the industry. Julie is currently registered with Acumen Wealth Advisors, LLC and has previously been registered with LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ROBERT W. BAIRD & CO. INCORPORATED, MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED and D.E. FREY & COMPANY, INC. Julie specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

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Julie Stonebarger is a financial advisor at Raymond James & Associates, Inc. in Memphis, Tennessee. Julie has been in the industry since 2007. Prior to joining Raymond James & Associates, Inc., Julie worked at Morgan Stanley and Park Avenue Securities LLC. Julie is licensed to sell securities in Tennessee.

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Juliet Capozzi is a financial advisor with Truist Advisory Services, Inc. Juliet has been in the financial industry for over 3 years and has worked at RBC Capital Markets, LLC. Juliet holds a Series 7TO and Series 66 licenses. Juliet is registered with the state of Tennessee and is currently serving clients in the Nashville area.

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ADVISOR BIO

Julius Randolph Flatt is a registered investment advisor representative with MML Investors Services, LLC, with over 35 years of experience in the financial services industry. Julius is licensed in multiple states including Alabama, Arkansas, California, Colorado, Florida, Georgia, Massachusetts, Mississippi, Tennessee, and Texas. Julius also holds the Series 6, Series 63, Series 65, and SIE licenses. Julius is a member of the National Association of Insurance and Financial Advisors (NAIFA).

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Julius Moody is a financial advisor with LPL Financial LLC. Julius has been working in the financial services industry since 1997. Julius has been registered with LPL Financial LLC since 2021. Previously, Julius was registered with Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Julius is licensed to sell securities in 22 states and is also a registered investment advisor in 3 states. Julius has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Justin Butterfield is a financial advisor with Robert W. Baird & Co. Inc.. Justin has been working in the financial services industry for over 13 years. Justin is registered with the state of Illinois and Tennessee. Justin has passed the Series 3, 7, 9, 10, 66 and SIE exams.

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ADVISOR BIO

Justin Lloyd Tate is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Memphis, TN. Justin has been in the industry since 2024. He is a licensed General Securities Representative and holds Series 7 and Series 66 licenses. Justin is also a board member for Junior Achievement in Memphis. Justin has experience working with a range of clients, including individuals, corporations, insurance companies, charitable organizations, and pension plans.

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