SoradinSoradin

Financial Advisors in Memphis, TN

How to choose a financial advisor in Memphis

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Jessica Bailey

Jessica Bailey

Financial Advisor

GRADIENT ADVISORS, LLC

Memphis, TN

Jessica Bailey is a financial advisor in Memphis TN. She holds a Series 65 designation and has been involved with Women Financial Power providing retirement planning and preservation services since 2014. Outside of Gradient Advisors, she is active in insurance services like annuities and 401(k) rollovers. Jessica Bailey provides wealth management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.

Call(901) 673-7085
ProfileMessage
About this city

Nearby cities