Blog
An unclear and confusing financial picture leaves us doubtful and overwhelmed, even frustrated and anxious. At Guided Wealth Partners, we are committed to working alongside you to empower you to pursue your dreams and leave the legacy you want! Follow our blog as we introduce our team, and explain some of our experiences. You may decide that we are a good fit for your financial needs. If that is so, we would love to meet with you. Don't hesitate to get in touch with us today at 615-991-2540.
Client Testimony: Kimber Dills
When Kimber Dills became executor of her parent's estate, she discovered the value of having an advocate who not only cares for you, but can also guide you through the necessary process of settling an estate. "It's taken me three...
Read MorePlanning for the Unexpected
I've been doing this 25 years. COVID-19 obviously brought around some things that were first-time experiences for everybody.I had a client call me from the emergency room, the Covid emergency room. She tells me that her husband...
Read MoreThe Empty Chair
One of the things I think is important for us to consider is, why do we do what we do?One time I was sitting in my office and I got a phone call from a client that I hadn't heard from in a while. I knew that he wasn't doing well. And...
Read MoreYour Financial Advocate
When I consider our core values at Guided Wealth Partners one of those is that we passionately advocate for our clients. This is a specific example that comes to mind for client advocacy. I had a client that was transferring over...
Read MoreMeet Your Advisor: Clay Blair
I began my career in 1997 when I joined a local CPA firm in Nashville, TN. Then in early 2001, I transitioned to Edward Jones as a financial planner. I then joined LPL Financial in 2006. When think about the most...
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Meet Your Advisor: Eric Stockton
My alma mater is Kentucky Wesleyan College where I studied Mass Communications and had a very successful football career! This led me to play in the European league in Germany for one year. Sustaining a few injuries challenged...
Read MoreYour Financial Goals, Our Expertise
At Guided Wealth Partners, it is important to us that you feel comfortable with our team - knowing that we aim to help you reach the financial planning goals you have set for your family. Want to learn how we do that? Watch this video!
Read MoreMeet Your Advisor: Scotty Neal
I began my career as an Advisor 26 years ago with Prudential Securities. Soon after, I joined Ray Bowles and his team at Financial Consultants of TN. In 2015, I joined LPL and met his current partners Eric Stockton and Clay Blair....
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