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 officers in Athens – TN, 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™

Jeff Shelton Photo

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™

JAKE WALLACE

CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor (CEPA®)

LINCOLN BOWMAN

Portfolio Manager

GUY SHELTON

Finance Associate

CHERIE ALMAND

Paraplanner: Sam Simpson, CFP®

MARY MADDOX

Marketing Director

visit one of our offices  

Locations

CHATTANOOGA, TN

Suzanne J. Burrell
Jeffrey Guy Shelton
Guy Shelton

2034 Hamilton Place Boulevard
Suite 230
Chattanooga, TN 37421

423 877 6708
F: 423 877 3881

ATHENS, TN

Corporate Office

Notley Sidney “Sandy” Maddox
Lincoln Bowman

1 West College St, Suite 4
Athens, TN  37303

423 877 6708 x2
F: 423 877 3881

GAINESVILLE, GA

Stacy W. Eaton

631 Spring Street, SE
Gainesville, GA 30501

770 536 8808

WACO, TX

Samuel D. Simpson
Kendell Adler

5006 Lakeland Circle, Suite #101
Waco, TX 76710

254 235 1918

FAIRHOPE, AL

Clint Martin
Jake Wallace

761 Middle Street, Suite A
Fairhope, AL 36532

251 929 9444

townsquareconsulting.com

 

Little Rock, AR

Mark P. Massey 

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

501 260 7544

C: 501 554 1244