Advisors at this firm
Brian S
Series 63, Series 65
Knoxville, TN
Stivers Wealth Management
Brian Stivers is a financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at CoreCap Advisors and USA Financial Securities Corporation. He is also involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, operating in partnership with a third-party manager that handles investment management and trade execution. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods within a long-term trading strategy.
Justin S
CFP®, Series 63, Series 65
Knoxville, TN
Stivers Wealth Management
Justin Stivers is a CFP® professional at Stivers Wealth Management in Knoxville, TN, with four years of industry experience. He previously worked at CoreCap Investment Advisors and operated his own law firm, The Law Offices of Justin B Stivers. In addition to his advisory role, he is a licensed insurance agent. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, partnering with a third-party manager to handle investment management and trade execution while maintaining client relationships and oversight. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach.