Membership Directory

Financial Planning

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CBIZ Benefits & Insurance Services of Tennessee

www.CBIZ.com/benefits-TN

400 W. Main, Ste 309
P.O. Box 1816
Morristown, TN 37816

423-587-1510
Fax: 423-587-0002
Email

  • Insurance Sales & Service
  • Financial Planning
  • Employee Benefits

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Edward Jones Investments

www.edwardjones.com

711 W. First North St.
P. O. Box 1974
Morristown, TN 37816

423-587-0675
Fax: 888-423-4270
Email

  • Investments and Brokerage
  • Financial Planning
  • Insurance Sales & Service

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Farmers Insurance - Jake Stokely Agency

www.farmers.com

1203 W. 3rd North Street
Morristown, TN 37814

423-839-2078
Fax: 423-839-2080
Email

  • Financial Planning
  • Risk Management
  • Insurance Sales & Service

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Lincoln Financial Securities Corporation

www.ashfordadvisor.com

The Ashford Group
923 W First North St
Morristown, TN 37814

423-317-7001
Fax: 423-581-8714

  • Employee Benefits
  • Financial Planning
  • Insurance Sales & Service

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Merrill Lynch

www.ml.com

Millennium Square
225 W. First North Street, Suite 201
Morristown, TN 37814
Map

423-318-7340
Fax: 423-933-2418

  • Investments and Brokerage
  • Employee Benefits
  • Insurance Sales & Service
  • Mortgage Companies
  • Financial Planning

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Miller Investment Strategies

LPL Financial Corporation
110 N. High Street
Morristown, TN 37814

423-307-5330
Fax: 423-307-5331

  • Investments and Brokerage
  • Insurance Sales & Service
  • Financial Planning

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Pinnacle Financial Partners

www.pnfp.com

1111 Northshore Drive, Suite S-800
Knoxville, TN 37919

865-766-3030

  • Financial Institutions
  • Financial Planning

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Primerica Financial Services - Andy Coats

www.primerica.com

200 Prosperity Drive
Knoxville, TN 37923

318-423-2694
Fax: 888-285-3892
Email

  • Financial Planning
  • Insurance Sales & Service
  • Investments and Brokerage
  • Debt Solutions

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Southern Heritage Investments & Planning

www.southernheritageinvestments.com

301 East First North Street
Morristown, TN 37814

423-438-0107
Fax: 423-200-4919
Email

  • Investments and Brokerage
  • Insurance Sales & Service
  • Employee Benefits
  • Financial Planning

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State Farm Insurance, Cameron Felty

www.cfelty.com

1014 W. First North Street
Morristown, TN 37814
Map

423-586-5182
Fax: 423-581-0082
Email

  • Insurance Sales & Service
  • Financial Planning
  • LIfe-Health-Retirement-401K Plans

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State Farm Insurance - Sarah Johnson

www.insurewithsarah.com

1501 E. Morris Blvd., Ste. 10
Morristown, TN 37813

423-581-1501
Fax: 423-581-1524

  • Insurance Sales & Service
  • Financial Planning

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State Farm Insurance, Jim Pope

www.jimpope.net

700 W. First North St
Morristown, TN 37814

423-581-9390
Fax: 423-318-1111

  • Insurance Sales & Service
  • Financial Planning

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Stewart & Wheeler, P.C.

www.swscpa.net

729 W. First North St
P O Box 1398
Morristown, TN 37816

423-581-3131
Fax: 423-586-4729

  • Accounting Services--CPA's
  • Tax Preparation/Services
  • Financial Planning

Profile

Wells Fargo Advisors, LLC

www.wellsfargoadvisors.com

1833 W. Morris Blvd., Suite 201
Morristown, TN 37813

423-581-5222

  • Investments and Brokerage
  • Financial Planning

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