A complete list of active advisors currently associated with CBL Wealth Management

Warmer can help you find a great advisor at CBL Wealth Management or one who fits your needs even better.

CBL Wealth Management is a sole‑proprietor registered investment adviser that serves individuals, trusts, corporations and pension/profit‑sharing plans. The firm provides discretionary asset management, written financial planning and consulting, and conducts educational seminars and workshops for clients, prospective clients and the broader community. The adviser emphasizes continuous account supervision and individualized portfolio construction, using both fundamental and technical analysis and tactical asset‑allocation adjustments to manage beta, duration and credit exposure. Investment strategies described in the brochure include long‑ and short‑term purchases, rebalancing, options (covered calls and spreads), short sales and margin transactions, with accounts reviewed at least quarterly or more often as circumstances warrant. Noteworthy distinctions for a small independent, single‑advisor firm include licensed insurance activities—representatives act as insurance agents/brokers and may offer insurance products—and an explicit focus on pension and profit‑sharing plan clients and related pension consulting. The firm also offers no‑charge public seminars and discloses potential conflicts of interest from insurance sales, together with policies intended to manage those conflicts.

To learn more about the advisors currently working at CBL Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.