

Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
Focus Areas
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
Team Members
Roxanne JuliusSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(615) 754-5081Fax
(866) 462-9434Office Address
11313 Lebanon RdMt Juliet, TN 37122opens in a new window
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