LoneTree Wealth Management

James Beard is a financial advisor at LoneTree Wealth Management in Memphis, TN, holding a Series 65 credential with three years of industry experience. He previously worked at Fetting Capital LLC, Faropoint Ventures, and Priam Properties. LoneTree Wealth Management serves individuals, trusts, estates, and businesses with discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and client-specified investment restrictions.

Andrew Gilbert is a CFP® professional with 10 years of industry experience. He has worked at LoneTree Wealth Management since 2022 and previously spent seven years at UBS Financial Services Inc. Gilbert is also involved in insurance sales on a limited basis. LoneTree Wealth Management serves individuals, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and direct securities investments.

Elizabeth Dye is a financial advisor at LoneTree Wealth Management with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Diversified Trust Company, UBS Financial Services, and Ameriprise Financial, along with experience in mortgage services and education. LoneTree Wealth Management serves individuals, trusts, estates, and businesses through discretionary portfolio management and financial planning, employing customized, primarily long-term investment strategies based on client goals and risk tolerance. The firm manages approximately $44–45 million for about 90 clients and offers a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.