Olivia Cordell
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
Occupation focus
Educators, Teachers, and Academics
Founder/Business Owner
Work history
Edward Jones
2024 - Present (2 years)
Monroe County Schools-Madisonville Intermediate School
2022 - 2024 (2 years)
Sweetwater City Schools
2020 - 2022 (2 years)
Unemployed
2019 - 2020 (1 year)
The Boys and Girls Club of the Ocoee Region
2018 - 2019 (1 year)
Monroe County Board of Education-Madisonville Intermediate
2018 - 2019 (1 year)
EdFinancial Services
2017 - 2018 (1 year)
The Home Depot
2017 - 2017 (1 year)
O'Charley's Restaurant and Bar
2017 - 2017 (1 year)
Wet Seal
2016 - 2017 (1 year)
Monroe County Board of Education-Vonore Middle School
2016 - 2016 (1 year)
Monroe County Board of Education
2015 - 2017 (2 years)
Hunter Valley Farms
2015 - 2016 (1 year)
Sloan's of Vonore
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Thomas C
CFP®, EA
Louden, TN
Retire to Tellico
InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.
Craig B
CFP®, Series 66
Maryville, TN
Edward Jones
Jennifer L
Series 66
Lenoir City, TN
Edward Jones
Deric R
Series 66
Kingston, TN
Edward Jones
Kassidi H
Series 66
Vonore, TN
Edward Jones
Susan A
Series 66
Loudon, TN
Edward Jones
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