Finwell, Inc.

Jacqueline Webster is a CFP® with 11 years of industry experience. She is currently with Finwell, Inc. and previously worked at Cahaba Wealth Management, Inc. and UBS Financial Services. Finwell, Inc. serves individuals, families, businesses, non-profits, and government and university groups by providing financial education, planning, and wealth management services. The firm emphasizes a long-term, planning-driven investment approach based on strategic asset allocation and Modern Portfolio Theory, offering both individual portfolio management and group financial wellness programs.

Timothy Watson is a financial advisor at Finwell, Inc. in Nashville, TN, holding a Series 65 credential with six years of industry experience. He has been with Finwell since 2018 and also serves as CTO of Radical Group, Inc., a technology and media business. Finwell, Inc. provides financial education, planning, and wealth management services to individuals, families, businesses, non-profits, and government and university groups. The firm emphasizes a long-term, planning-driven investment approach based on strategic asset allocation and Modern Portfolio Theory, offering both individual portfolio management and group financial wellness programs.

Breanna Stott is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Finwell, Inc. in Nashville, TN. She has previously worked at First Citizens Bank and MUFG Union Bank, and she manages Mischief LLC, a venture fund focused on investing in female-founded or focused start-ups. Finwell, Inc. provides financial education, planning, and wealth management services to individuals, families, businesses, non-profits, and institutional clients. The firm employs a strategic, long-term investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial wellness programs.

Dallas Jackson is a financial advisor at Finwell, Inc. in Nashville, TN, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of his advisory role, he is a general partner of TipSee Music, a tech startup focused on supporting local artists. Finwell, Inc. provides financial education, planning, and wealth management services to individuals, families, businesses, non-profits, and government and university groups. The firm uses a long-term, planning-driven investment approach based on strategic asset allocation and Modern Portfolio Theory, combining in-house management with third-party resources and emphasizing diversification, rebalancing, and tax-aware strategies.