Knoxville Chamber of Commerce
Knoxville Chamber of Commerce
Knoxville Chamber of Commerce
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Membership Directory As <strong>of</strong> December 2011<br />
Financial Services:Investments<br />
UBS Financial Services, Inc.<br />
Mr. William Morris, Financial<br />
Advisor<br />
Mr. Steve Meadows, Executive<br />
Director<br />
Mrs. Susan Morris, Account Vice<br />
President<br />
800 South Gay Street<br />
Suite A<br />
<strong>Knoxville</strong>, TN 37923<br />
Tel: (865) 329-1279<br />
Fax: (865) 522-7093<br />
http://www.ubs.com/team/moris<br />
Member since 2011<br />
Financial Services:Planning<br />
Asset Planning Corporation<br />
Mr. Paul Fain, President<br />
234 South Peters Road<br />
Suite 102<br />
<strong>Knoxville</strong>, TN 37923<br />
Tel: (865) 690-1231<br />
Fax: (865) 690-5224<br />
www.assetplanningcorp.com<br />
Member since 1976<br />
BB&T - Wealth Management<br />
Mr. Jonathan Crawford, Vice<br />
President Wealth Management<br />
Team Director<br />
900 South Gay Street<br />
<strong>Knoxville</strong>, TN 37902<br />
Tel: (865) 766-8681<br />
Fax: (865) 766-8713<br />
Member since 2008<br />
Brent Trentham & Associates,<br />
Ameriprise Financial Services,<br />
INC.<br />
Mr. Michael Jenkins, Associate<br />
Financial Advisor<br />
Mr. Brent Trentham, Private<br />
Wealth Advisor<br />
371 Fountain View Circle<br />
Alcoa, TN 37701<br />
Tel: (865) 982-2653<br />
Fax: (865) 982-8509<br />
http://www.ameripriseadvisors.com/br<br />
ent.l.trentham/pr<strong>of</strong>ile/<br />
Member since 2010<br />
Brent Trentham & Associates,<br />
Ameriprise Financial Services,<br />
INC.<br />
1309 Kalmia Road <strong>Knoxville</strong><br />
<strong>Knoxville</strong>, TN 37909<br />
Tel: (865) 588-4484<br />
Fax: (865) 588-4487<br />
http://www.ameripriseadvisors.com/br<br />
ent.l.trentham/pr<strong>of</strong>ile/<br />
Financial Services:Planning<br />
Capital Financial Group, LLC<br />
Mr. Bavy Lopez, Assistant General<br />
Agent<br />
Ms. Donna Haugland<br />
8320 East Walker Springs Lane<br />
Suite 101<br />
<strong>Knoxville</strong>, TN 37923-3120<br />
Tel: (865) 246-1725<br />
Fax: (865) 246-1755<br />
http://www.capitalfinancialgroupllc.co<br />
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Member since 2011<br />
Jones Kirkpatrick &<br />
Associates Financial Services,<br />
LLC<br />
Mr. Edward Jones, CEO<br />
Mr. Charles Kirkpatrick, Vice<br />
President/CFO<br />
10414 Jackson Oak Way<br />
Suite 103<br />
<strong>Knoxville</strong>, TN 37922<br />
Tel: (865) 531-8488<br />
Fax: (865) 531-8414<br />
www.jkafs.com<br />
Member since 2002<br />
Rather & Kittrell<br />
Mr. Greg McMurry, COO<br />
11905 Kingston Pike<br />
<strong>Knoxville</strong>, TN 37934<br />
Tel: (865) 218-8400<br />
Fax: (865) 218-8450<br />
Member since 2009<br />
Resource Advisory Services<br />
Mr. J. David Lewis, President<br />
Ms. Christie Lewis, Office Manager<br />
Mr. R. Bryan Hankla, Financial<br />
Advisor<br />
2099 Thunderhead Road<br />
Suite 201<br />
<strong>Knoxville</strong>, TN 37922<br />
Tel: (865) 560-0140<br />
Fax: (865) 560-0150<br />
www.resourceadv.com<br />
Member since 2002<br />
Financial Services:Planning<br />
Securities Service Network,<br />
Inc.<br />
Mr. Wade Wilkinson, President &<br />
CEO<br />
Mr. Jay Patel, CFO<br />
Ms. Barbara McNally, VP,<br />
Operations<br />
Mr. Jon Maas, Director <strong>of</strong> Trading<br />
9729 Cogdill Rd. Suite 301<br />
<strong>Knoxville</strong>, TN 37932<br />
Tel: (865) 777-4677<br />
Fax: (865) 671-5270<br />
www.ssnetwork.com<br />
Member since 1985<br />
TAG Resources, LLC<br />
Mr. Troy Tisue, Partner<br />
Mr. Phil Tisue, Partner<br />
Dr. Linda Tisue, Partner<br />
Mr. Patrick Martin, Partner<br />
1341 Branton Boulevard<br />
Suite 101<br />
<strong>Knoxville</strong>, TN 37922<br />
Tel: (865) 670-1844<br />
Fax: (865) 670-0227<br />
www.tagresources.com<br />
Member since 2003<br />
UBS Financial Services, Inc.<br />
Mr. William Morris, Financial<br />
Advisor<br />
Mr. Steve Meadows, Executive<br />
Director<br />
Mrs. Susan Morris, Account Vice<br />
President<br />
800 South Gay Street<br />
Suite A<br />
<strong>Knoxville</strong>, TN 37923<br />
Tel: (865) 329-1279<br />
Fax: (865) 522-7093<br />
http://www.ubs.com/team/moris<br />
Member since 2011<br />
Member since 2011<br />
Financial Services:Investments to<br />
Financial Services:Planning Page: 86
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