Round Table Advisors, LLC的封面图片
Round Table Advisors, LLC

Round Table Advisors, LLC

金融服务

Chattanooga，Tennessee 65 位关注者

关注

关于我们

We're a team of highly credentialed and capable financial planners serving clients throughout the Southeast. Let us create a custom financial plan to meet your unique needs. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: https://raymondjames.com/smicd.htm Round Table Advisors, LLC. not a registered broker/dealer and is independent of Raymond James Financial Services.

网站
https://www.raymondjames.com/roundtableadvisors
所属行业
金融服务
规模
2-10 人
总部
Chattanooga，Tennessee
类型
合营企业

地点

  • 主要

    1200 Premier Dr

    Suite 100

    US，Tennessee，Chattanooga，37421

    获取路线

  • 1110 Market St

    Suite 210

    US，Tennessee，Chattanooga，37402

    获取路线

Round Table Advisors, LLC员工

查看全部员工

动态

  • Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms ?? We're proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards

    • 该图片无替代文字

  • RTA had a lovely Galentine's Tea last week at the TN Valley Railroad Museum with tea, snacks, and a great presentation from Nationwide and Janus Henderson. It was great to come together with female investors and learn proactive ways to gain financial security. Thank you to Sarah Evans from Nationwide and Sheila Jelinek from Janus Henderson for making it a memorable event! We look forward to hosting more events like this one in the future.

    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字

  • It's National Wear Red Day! Did you know cardiovascular disease is currently the #1 killer for women? We had no idea! Today, our office supports the American Heart Association' efforts to raise awareness for cardiovascular disease in women. So many people, including our clients, are impacted by this disease, so we'd like to spread awareness so they can continue to save lives one heart at time. Visit the American Heart Association website to see more about how they are making a difference in your community. We hope you feel inspired to show your support however you can! ??

    • 该图片无替代文字

  • Happy Birthday to Wendy Railey, one of our Client Service Associates! Wendy has worked with RTA for over two years and has become a knowledgeable and dependable member of our team. We appreciate her willingness to help our FAs, staff, and clients with whatever task comes her way. We admire how incredibly patient and diligent she is no matter what the circumstances are. We hope you have an amazing day, Wendy! You are the best ??

    • 该图片无替代文字

  • Happy Birthday, Andy! Andy is one of our RTA Financial Advisors. He is married to Hanna and they have a sweet baby girl, Ruth. While his main role is FA, Andy is also our office's tech guru. He single-handedly takes care of all our IT issues and makes it look easy. We all appreciate Andy's gifts not only with technology, but also his hilarious sense of humor and sincere kindness. Hope you have a great Birthday, Andy! We're so glad to have you on the team! ??????

    • 该图片无替代文字

  • Happy Birthday, Julie Elsea! ?? For those who haven't met her, Julie is one of RTA's Financial Advisors. She is married to Barry and has two grandkids, Milo and Mia (see the pic for these cuties ??) She specializes in annuities and life insurance. We (and her clients) very much appreciate her expertise with these complex investment products! Beyond being our annuity guru, we value Julie's positive influence on our office. Her smile and sense of humor is infectious and helps keep everyone's spirits up. Julie, thank you for being a light in our group! We hope you have a fantastic birthday with your family! ??????

    • 该图片无替代文字

  • With the new year around the corner, we are excited to see the new look in our East Brainerd office. Renovations to our associates workspace and updates to the office furnishings have been underway for awhile now and we can't wait for it to be finished. Our hope is not only to upscale our branch but to maximize the space we have to better service our clients. Can't wait to show you the final product!

    • 该图片无替代文字
    • 该图片无替代文字

  • We are glad that Andy, one of our advisors, had the opportunity to engage with local students and help encourage them in their future careers. Nice work Andy!

    查看Paul Babin的档案
    Paul Babin

    Assistant Professor of Business at Covenant College

    Thank you to Andy Burnett, CFA, for speaking to our Principles of Finance class today at Covenant College. His career experience and insights about the CFA exam process were helpful and encouraging for our students. Andy Burnett, CFA

    • 该图片无替代文字
    • 该图片无替代文字

  • Happy Birthday to one of our FAs, Austin Cone! For those who haven't met him, Austin is our team's innovator. He likes to think outside of the box and explore new ways to improve processes. He is super smart and brings positive energy wherever he goes. Even at a Braves game ?? We're so thankful to have you at RTA, Austin! ROLL TIDE!

    • 该图片无替代文字

相似主页