

Financial Advisor
Patrick Sims
11313 Lebanon Rd, Mt Juliet, TN 37122opens in a new windowFocus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- LGBTQ+ Finances
- Special Needs Financial Considerations
- Business Retirement Plans
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- LGBTQ+ Finances
- Special Needs Financial Considerations
- Business Retirement Plans
Personal Interests
- Canoeing
- Community Outreach
- Hiking
- History and Museums
- Movies & Entertainment
Team Members
Roxanne JuliusSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(615) 754-5081Fax
(866) 462-9434Office Address
11313 Lebanon RdMt Juliet, TN 37122opens in a new window
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