Investment brokerages in Chattanooga, TN

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. J.R. Petersen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Chattanooga, TN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Currently serving as President, Partner, and Portfolio Manager for Capital Square, LLC, Sandy Maddox currently prefers to build investment portfolios for clients, small business owners, and institutions with investment assets in excess of $2 million by providing them with customized investment plans, recommendations, and services. Normally, other planning topics are reviewed and these include estate planning, longterm care issues, life insurance, and retirement planning. He does accept clients with smaller asset sizes on an exception basis as he believes everyone should have access to professional management. Sandy started his career in financial services and investments with Merrill Lynch in 1991, then continued with AmSouth Investment Services, Inc. through 1998. He became the Branch Manager and Registered Principal for Raymond James Financial Services, Inc., after joining that firm in 1998 and continuing through 2008. Forming Bellwether Investment Group, LLC, with his partners in 2008, he has accumulated over 29 years in the industry.

Morgan Stanley, founded in 1935, is an investment banking company. It offers a range of services, such as alternative investments, securities underwriting, online trading, and investment and portfolio management. The services provided by the company also include business consultation, financial counseling, securities lending, brokerage execution and capital introductions. With connectivity to more than 40 exchanges in 26 countries, Morgan Stanley specializes in futures and options trading and execution and clearing services. In addition, the company offers online fraud protection services. It has been a recipient of the Albourne Awards for cash equity execution. The company is located in Chattanooga, Tenn.