Edward Jones
Contact: Brad Davis
Phone: 931-526-2565
 
Address:
408 Neal Street Suite 103
Cookeville, TN 38501
 
As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do. I joined Edward Jones as a financial advisor in October 2006, opening the firm’s second branch office in Cookeville. I became a limited partner with Edward Jones in 2014. I earned a bachelor’s degree in secondary education with a concentration in U.S. history, economics and psychology from the University of Tennessee at Martin. In addition, I received the AAMS™ professional designation in 2010. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. My wife, Mary Ann, and I have three children, Leann, Hunter and Harrison, and two grandchildren, Atticus and Violet. My branch is well-staffed with two excellent client service advocates. Senior branch office administrator Brenda Alsobrooks started with the firm in April 2007 and is dedicated to providing you with the highest level of service possible. Brenda became a limited partner in 2015. Branch office administrator Ciera Pedigo started with the firm in July of 2021 after working for more than 17 years as a paralegal. Please don’t hesitate to call on Brenda or Ciera with questions concerning your statement, dividends, stock certificates or your account in general. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Southwest Funding, LP
Contact: Don Warren
Phone: 931-210-8797
 
Address:
1174 N. Main Street, Suite 102
Crossville, TN 38555