Wealth Management Clarksville TN

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mr. Jocelyn Brandon Roberts, CFP®
(931) 802-3423
960 Webb Rd
Clarksville, TN
Firm
J. Brandon Roberts
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning

Data Provided by:
Robert Rayleigh Bevans, CFP®
(931) 206-1387
212 Madison St Ste 102B
Clarksville, TN
Firm
BevCo
Areas of Specialization
Business Succession Planning, Divorce Issues, Employee and Employer Plan Benefits, Insurance Planning, Long-Term Care, Special Needs Planning

Data Provided by:
Mr. Roland J. Sample, CFP®
(931) 553-4050
PO Box 30368
Clarksville, TN
Firm
Advanced Financial Concepts

Data Provided by:
Bank of America - Clarksville Legion
(931) 553-2230
215 Legion St
Clarksville, TN
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5:30
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-5:30
Saturday Closed
Sunday Closed

US Bank - Clarksville-St. Bethlehem Office
(931) 552-8686
2700 Wilma Rudolph Blvd
Clarksville, TN
Drive Up Hours
Mon 08:30 am to 04:00 pm
Tue 08:30 am to 04:00 pm
Wed 08:30 am to 04:00 pm
Thur 08:30 am to 04:00 pm
Fri 08:30 am to 05:30 pm

Mr. Steven G. Williams, CFP®
(931) 245-2154
124 Center Pointe Drive
Clarksville, TN
Firm
Stone, Rudolph, and Henry Fina

Data Provided by:
Mr. Michael W. Thomas, CFP®
(931) 920-5029
101 S 3rd St
Clarksville, TN
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Data Provided by:
Kathy B Ellis, CFP®
(931) 905-0050
2321 Rudolphtown Rd
Clarksville, TN
Firm
Raymond James Financial Servic
Areas of Specialization
Asset Allocation, General Financial Planning, Retirement Income Management, Retirement Planning, Small Business Planning

Data Provided by:
US Bank - Clarksville-Main Office
(931) 221-4320
1 Public Sq
Clarksville, TN
Drive Up Hours
Mon 08:30 am to 04:00 pm
Tue 08:30 am to 04:00 pm
Wed 08:30 am to 04:00 pm
Thur 08:30 am to 04:00 pm
Fri 08:30 am to 05:30 pm

Bank of America - St Bethlehem
(931) 553-2270
2502 Wilma Rudolph Blvd
Clarksville, TN
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5:30
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-5:30
Saturday 9-1
Sunday Closed

Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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