James Dugan-Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Knoxville is here for you, serving the greater Knoxville area, including Farragut, Seymour, Maryville and Oak Ridge. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Meridian Trust & Investment Company is a locally invested firm located in Knoxville, TN, known for their commitment to the community and their award-winning property development. Situated in the heart of Bearden at the intersection of Kingston Pike and Northshore, they offer a range of services including investment management, trust services, financial planning, and advisory services. With a focus on providing a seamless digital experience, Meridian Trust aims to meet the diverse needs of their clients, including physicians, through their comprehensive range of services. As proud recipients of the Knoxville Beautification Award, they demonstrate their dedication to enhancing the local community and are recognized for their expertise in managing 401(k) plans.Generated from the website