Broker Check

Advisors

Robby Taliaferro

Robby Taliaferro

Senior Vice President, Financial Advisor

423-267-7604

William Bradford

William Bradford

Vice President, Financial Advisor

423-267-7604

Client Assistants

Trusted Partners

Jessica Bell, JD  CPWA

Jessica Bell, JD CPWA

Senior Estate Planner

Kelsey Clair, CPA, CPWA®

Kelsey Clair, CPA, CPWA®

Senior Tax Specialist

Tom Kerner

Tom Kerner

Wealth Planning Associate