I work to help individuals, families and business owners to cut through the complexity of retirement planning and investing in order to retire comfortably and create meaningful legacies.
I have over 26 years of experience helping clients achieve their financial goals. I started with Edward Jones in 1995 and became a limited partner in 2007.
I earned a bachelor's degree in business administration/finance from The University of Tennessee at Chattanooga in 1985. In addition, I received the AAMS™ professional designation from the College for Financial Planning in 2006 and obtained the CFP® designation from the Certified Financial Planning Board of Standards, Inc. in 2012.
My wife, Melinda, and I are lifetime residents of Chattanooga. I currently serve on the board of The Rotary Club of Chattanooga Hamilton Place as past president and have served on the University of Tennessee at Chattanooga Alumni Board.
At Edward Jones, our branch team is committed to providing highly personalized service dedicated to your unique needs. Please do not hesitate to call me or my branch office administrator, Shelly Cothran, with any of your needs or concerns.
Contact me on LinkedIn and follow me on Facebook.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Basketball
- Golfing
- Trivia
- Volunteering
- Traveling
Office Information
Phone Number
Stan Russell at (423) 894-0058- Shelly Cothran
- Sr. Branch Office Administrator
Branch Team
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Shelly Cothran
- Sr. Branch Office Administrator
Branch Team
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