Kelly Browand

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Cleveland, TN 37312

Credentials

CFP®, Series 66

Industry experience

13 years

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Shannon R

Series 66

Cleveland, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Andrew C

Series 66

Cleveland, TN

Edward Jones

Retirement income strategy

Lesley L

Series 63, Series 66

Cleveland, TN

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

John N

Series 66

Ooltewah, TN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner

Corey M

CFP®, Series 66

Ooltewah, TN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner LGBTQIA

Michael V

Series 66

Chattanooga, TN

Merrill

Michael Von Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Peters Group, a planning-focused advisory team he founded over twenty years ago. Michael’s approach centers on helping clients define their individual meanings of wealth and preserving family legacies by educating and encouraging values-based financial decisions. His client relationships emphasize the delivery of insight and empathy as key elements of his planning-based methodology. Michael has extensive experience guiding individuals and families through the complexities of creating, preserving, and distributing wealth. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and small business strategies. He collaborates closely with clients to address risk, retirement coordination, debt minimization, insurance evaluation, and estate planning, often working alongside accountants and attorneys to provide comprehensive service. Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Beyond his professional work, Michael serves on the Board of Directors at United Veterans Beacon House, supporting housing initiatives for military veterans and their families.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")