ADVISOR BIO

Lisa Thornton has been in the financial services industry for over 20 years. Lisa is a registered representative of Raymond James & Associates, Inc. and is licensed to provide investment advice in Tennessee. Lisa offers a variety of financial services to individuals and businesses. These services include financial planning, portfolio management, and educational seminars. Prior to joining Raymond James, Lisa was a financial advisor with Morgan Keegan & Company, Inc. Lisa has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Lisa Cook is a registered representative with First Horizon Advisors, Inc. based in Memphis, Tennessee. Lisa has been in the securities industry since 1999. Lisa is also a registered investment advisor representative in Tennessee. Lisa holds Series 63, Series 7 and SIE licenses. Lisa has a history of working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Lisa Malone is a financial advisor with Osaic Wealth, Inc. Lisa has over 20 years of experience in the financial services industry. Lisa has a diverse background, including experience as a Certified Public Accountant and insurance sales professional. Lisa is registered as an Investment Advisor Representative in Tennessee. Lisa holds the Series 6, 7, and 63 securities licenses and the SIE exam. Lisa is a Personal Financial Specialist.

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Lisa Michelle Humphres is a financial advisor with First Horizon Advisors, Inc. Lisa is licensed in Tennessee and has experience working in the financial industry since 2020. Lisa is a registered Investment Adviser Representative. Lisa has passed the Series 63, Series 65, Series 7TO and SIE exams. Lisa specializes in financial planning and portfolio management for individuals and businesses. Lisa has a history of working with individuals, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth.

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ADVISOR BIO

Lisa Clapper is a financial advisor at Strategic Advisory Services. Lisa has been in the financial industry since 2011 and has a strong track record of success in providing investment advice to individuals and families. She is a dedicated professional who is committed to helping her clients achieve their financial goals. Lisa is a Series 7 and Series 66 licensed professional. Lisa is also registered as an Investment Advisor Representative in Tennessee and Texas.

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ADVISOR BIO

Lisa Webb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Nashville, TN. Lisa Webb has been in the industry since March 2003 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. Lisa Webb is registered to provide investment advice in 28 states and has specialized experience with financial planning for individuals, businesses, and pension plans.

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ADVISOR BIO

Lisa James is a registered representative with &partners. Lisa has been in the securities industry since 1993. Lisa is licensed in Tennessee. Lisa holds a variety of licenses including Series 63, Series 53, Series 4, Series 24, Series 27, Series 99TO, Series 52TO, SIE and Series 7. Lisa is active in the securities industry and has been involved in the business for many years. Lisa specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles. Lisa has experience in financial planning, pension consulting, educational seminars and selection of other advisors. Lisa also has experience in furnishing advice not involving securities, research report services and portfolio construction.

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ADVISOR BIO

Lloyd Gaw is a financial advisor at Raymond James & Associates, Inc., with over 35 years of experience in the industry. Lloyd is licensed to offer financial advice and sell securities in 29 states. Lloyd holds FINRA Series 3, 7, and 63 licenses, as well as a Series 65 license to provide investment advisory services. He is also a Certified Financial Planner (CFP). Lloyd has previously held positions at Wells Fargo Clearing Services, LLC and J.J.B Hilliard, W.L. Lyons, LLC. Lloyd provides a range of financial services, including financial planning, portfolio management, and pension consulting.

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Locke Y Carter is a financial advisor with Wells Fargo Clearing Services, LLC. Locke has been in the financial services industry since February 12, 2006, and has been registered with Wells Fargo Advisors LLC since May 2009 and with Wells Fargo Clearing Services, LLC since November 2016. Locke has a wide range of experience in the financial services industry and is licensed to sell securities in Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. Locke specializes in providing financial advice to individuals, businesses, corporations, institutions, investment companies, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Logan Edwards Green is a financial advisor with The Mather Group, LLC, a firm with approximately $10.5 billion in regulatory assets under management. Logan Edwards Green has been in the financial services industry since 2015. Logan Edwards Green has passed the Series 65 exam and is currently registered as an investment advisor representative in Tennessee, Alabama, California, Illinois, and Texas. Logan Edwards Green is also a Certified Financial Planner. Logan Edwards Green has been with The Mather Group, LLC since December 2021.

SPECIALIZATIONS