Financial advisors & associates
Who We Are
While our founding was in January 2017, the roots of this wealth management firm run deep and wide as the mighty oceans of the world. With a conservative objective to be the premier wealth management firm in the South for clients and for advisers, our individual approach to managing client assets provides the flexibility to design individual portfolios for any client anywhere. Our professional investment advisors provide the comfort affluent clients need when stressful market conditions arise.
With financial officer in Chattanooga – TN, Gainesville – GA, Little Rock – AR, Waco – TX, and Fairhope – AL, we are continuing to grow stronger to provide you with the best wealth management strategies.
Financial advisors & associates
A Team Of Professionals

NOTLEY SIDNEY "SANDY" MADDOX
Founding Partner, Chief Compliance Officer, Portfolio Manager

STACY WOMBLE EATON
Founding Partner, Certified Financial Planner™

jeffrey guy shelton
Partner, Financial Advisor

MARK P. MASSEY
Financial Advisor, Portfolio Manager

suzanne j. burrell
Financial Advisor, Certified Financial Planner™

SAMUEL D. SIMPSON
Certified Financial Planner™

CLINT MARTIN
Accredited Investment Fiduciary™, Certified Financial Planner™

Kendell adler
Financial Advisor, Certified Financial Planner™

LINCOLN BOWMAN
Portfolio Manager

Scott Simpson
Specialist for Sam Simpson, CFP®

CHERIE ALMAND
Paraplanner: Sam Simpson, CFP®

MARY MADDOX
Marketing Director

MATTHEW MADDOX
Research Associates
visit one of our offices
Locations

CHATTANOOGA, TN
Suzanne J. Burrell
Notley Sidney “Sandy” Maddox
Jeffrey Guy Shelton
6740 Executive Oak Lane
Chattanooga, TN 37421
423 877 6708
F: 423 877 3881

GAINESVILLE, GA

Little Rock, AR
Plaza West Building
415 N. Mckinley St., Ste. 280R
Little Rock, AR 72205

WACO, TX
