James Richardson

Anthony Tevis is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Anthony worked as a Financial Advisor at STIFEL, NICOLAUS & COMPANY, INCORPORATED from 2012 to 2013 and at WELLS FARGO ADVISORS, LLC from 2009 to 2012. Anthony focuses on understanding the unique needs and concerns of his clients to develop tailored financial strategies. His approach addresses goals related to protecting savings, generating income, managing risk and growth over time, considering the impact of taxes, and planning for wealth transfer to the next generation.

John Kimmons is the Resident Director and Wealth Management Advisor, focusing on wealth and investment planning for clients in pre-retirement and retirement stages. He leads and oversees his team's operations within Merrill. John has experience assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. He provides access to Bank of America Private Bank's trust and estate planning services, credit, lending, and overall banking convenience. Additionally, he collaborates with clients' outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. His expertise encompasses college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from East Tennessee State University and a High School Diploma from Lynchburg Christian Academy. John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, John enjoys baseball, hiking, music, spending time with his family, and traveling.

Chris Millburn is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2019, overseeing branch operations and fostering a collaborative and inclusive work environment to support both associates and clients. Chris has been with Fidelity Investments since 1993, progressing through various positions including Vice President of Portfolio Advisory Services, Senior Director of Service, and Director roles within Portfolio Advisory Services and Active Trader Services. His extensive experience spans portfolio advisory, active trader services, brokerage management, and client service. Outside of his professional life, Chris enjoys outdoor activities such as camping, fishing, hiking, skiing, and traveling.

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.