Team
Welcome, we’re Stonebridge Investment Advisors, a comprehensive financial services firm in Jackson, Tennessee. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have many years of experience in financial services. We can help you address your present needs and those you may have in the future. We look forward to working with you through all stages of your life.
Phil Bryant
Investment Advisor Representative, Dave Ramsey SmartVestor Pro
Phil is committed to helping clients understand financial concepts. Instead of overwhelming his clients with a lot of unfamiliar terms, he helps them uncover down-to-earth financial solutions, and clearly explains the principles behind...
Kim Melton
Investment Advisor Representative, Dave Ramsey SmartVestor Pro
Kim is committed to helping individual investors address their financial needs and objectives. She begins by spending time educating her clients to understand the current market and develop a plan tailored specifically to their risk...
Cindy Vinson
Investment Operations Specialist
cindy.vinson@stonebridgeadvisors.net
As an Investment Operations Specialist with Stonebridge Investment Advisors, Cindy has had the privilege of supporting clients and advisors for the past three years. She enjoys helping make the investment process feel a little easier...
Caitlin Wood
Client Engagement & Marketing Specialist
caitlin@stonebridgeadvisors.net