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Showing 1 - 3 of 3 results
LECONTE WEALTH MANAGEMENT, LLC
LECONTE WEALTH MANAGEMENT, LLC
Maryville, Tennessee
1-24 employees
It began in 1986, when LeConte Co-Founder Hoy Grimm started his investment career by directing his focus toward the municipal bond business. In 2001, LeConte Co-Founder Kevin Painter entered the financial services industry as he joined Suntrust Securities. In 2002, Grimm and Painter began their partnership at Suntrust and later became a nationally recognized team. After identifying a better way to do business and put their client's best interest front in center, Grimm and Painter left Suntrust. On March 15, 2007, they established LeConte Wealth Management as a local, independent resource to serve high net-worth clients. In 2014, LeConte Wealth surpassed $100 Million in assets under management. That same year, LeConte Wealth became a Registered Investment Advisor (RIA) exiting the brokerage business and becoming a fiduciary. Since becoming an RIA, LeConte has added a few more members to it's team, including a respected local accountant in Jon Dockery. Today, LeConte Wealth manages over $190 Million in assets for their clients by providing an array of services that include asset management, financial planning and tax preparation/consulting. For more information, visit our website at lecontewealth.com or give us a call at (865) 379-8200. Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
Retirement Benefits Rank
Market Leading
QUALITY FINANCIAL CONCEPTS, LLC
QUALITY FINANCIAL CONCEPTS, LLC
Maryville, Tennessee
1-24 employees
Founded in 1983, QUALITY FINANCIAL CONCEPTS is a financial-services firm based in Maryville, Tennessee. With personnel that include two CERTIFIED FINANCIAL PLANNER(TM) professionals, two accountants and a versatile support team. QFC takes a team approach to working with clients who not only are located throughout the country but who also represent a broad range of life stages and portfolio values. Quality Financial Concepts offers a diverse range of services, including wealth management, retirement and estate planning, risk management and tax services. The firm specializes in helping clients develop strategies to create tax-efficient retirement income and assisting those who have benefited from unexpected financial windfalls. In all cases, the firm’s goal is to craft financial plans that minimize tax liabilities and meet risk objectives while taking market volatility into consideration. Licensed to offer securities and insurance products in numerous states with TN and TX as the primary states. Doug Horn, CFP®, Registered Principal. Securities offered through Crown Capital Securities L.P., Member FINRA & SIPC. Advisory and Tax services offered through Quality Financial Concepts. CCS and QFC are unaffiliated. No security transaction business or communications can take place through this site. See www.qualityfinancial.com for important disclosure information. www.finra.org www.sipc.org Branch address: 115 West Broadway Avenue, Maryville, TN 37801 (865) 984-3550
Retirement Benefits Rank
Market Competitive
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)
Athens, Tennessee
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Laggard