Whether saving for college or retirement, navigating a major life event or starting your own business, there are many different reasons to turn to a financial advisor. Fortunately, the Chattanooga area is home to a number of professionals who are using their knowledge and expertise to help their clients achieve their financial goals. Get to know them here.
Personalized Planning to Meet Your Needs
What is your mission statement?
We partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society. Working together as ONE Edward Jones, our purpose is activated by our three areas of impact: partnering for financial strength; promoting healthier futures; and advancing inclusive growth.
What sets your practice apart?
Edward Jones abides by five culture mindsets: leadership; place of belonging; continuous learning; effective decision-making; and growing our impact. By channeling these mindsets into our daily actions, we enhance our ability to live our purpose and broaden our impact to our clients, communities, and one another.
What areas does your team focus on?
Our comprehensive line of financial solutions and services include retirement and college savings, business owners, wealth strategies, investments, insurance, annuities, and cash management and lending solutions.
What is your philosophy when it comes to serving your clients?
Our clients’ interests come first. Our entire firm is organized around this principle, and it aligns everything we do.
Downtown
Becki T Anderson, CFP®, CEPA®, CRPS™ | 423-541-0303
David J Oesch, CFP® | 423-267-8433
Hixson
Derrick C Anderson, CFP®, AAMS™ | 423-843-4994
Heather W Edmondson, CFP®, AAMS™ | 423-843-5034
Ian M Early, CFP®, AAMS™ | 423-875-0508
Marty Cabe, CFP®, AAMS™ | 423-842-3071
Soddy-Daisy
Lee H Prichard, CFP®, AAMS™ | 423-332-3006
Red Bank
Gretchen Wynn | 423-954-7751
Joshua D Schweiger, ABFP™, AAMS™, CRPC™ | 423-954-7751
North Georgia
Jonathan G VanderHart | 706-858-9676
Paras Sharma, CEPA®, AAMS™ | 706-229-8791
Rob Looney, CFP®, AAMS™ | 706-375-4727
Ty M Willeford, AAMS™ | 706-638-6673
Keith Ware | 706-657-2477
Athens
Joseph Ladner, CFP®, ChFC®, CEPA®, SE-AWMA™ | 423-746-5975
East Brainerd
Beth Lofgren, CFP®, CEPA®, RICP® | 423-499-4144
Stan Russell, CFP®, AAMS™ | 423-894-0058
Adam Cline, AAMS™ | 423-541-0012
John Attardo | 423-899-0792
Geo Mejia, AAMS™ | 423-305-0268
David Keith, AAMS™ | 423-892-1449
Ooltewah
Corey Madding, CFP®, AAMS™ | 423-238-0184
John Nething II, CEPA®, AAMS™ | 423-910-1982
Jay Sparks, AAMS™ | 423-910-4009
Cleveland
Ron Markel | 423-473-2215
Bradley A Hudson, CFP®, AAMS™ | 423-476-3320
Ben Payne | 423-339-2885
Kelly L Browand, CFP®, AAMS™ | 423-476-3320
Bobby Ludwig, AAMS™ | 423-473-2215
David B Browand | 423-641-4755
Shannon B Ritzhaupt | 423-476-0162
Chris Robinson | 423-476-4325
Vonore
Tolita Freeman, AAMS™ | 423-376-1778
Certifications:
5,000 colleagues certified as CFP® professionals
Recognitions:
2012-2025 Fortune 500 Company
2025 Fortune World’s Most Admired Companies
2025 Fortune 100 Best Companies to Work For
2025 Fortune Best Workplaces in Financial Services & Insurance
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