Team
Josh Marcum
Managing Partner
615-367-2450
jmarcum@elevationwealthadv.com
Josh Marcum began his career as a Financial Advisor with Waddell & Reed in 2006 after graduating from Western Kentucky University with a B.S. in Finance. Josh’s mission is to help his clients make informed and efficient...
Thomas Sinor, CRPC, AWMA
Managing Partner
615-367-2450
Thomas Sinor, CRPC, pursues his passion for helping individuals, families and small businesses by assisting in the development of financial roadmaps to help them pursue the goals that are most important to them. Thomas has been a...
Charles Montgomery, CRPC
Financial Advisor
615-367-2450
cdmontgomery@elevationwealthadv.com
Charles Montgomery is a Financial Advisor in the Nashville, TN office. Charles graduated from the University of Alabama with a Bachelors degree in finance. The main focus of his business is to help families, individuals, and small...
Craig Burgess
Financial Advisor
cburgess@elevationwealthadv.com
Craig is a Financial Advisor with Waddell & Reed in the Nashville TN office. His work and passion is working with individuals and their families through an investment management capacity. Working directly with his...
Dean Morgan
Financial Advisor
(615) 367-2450
dtmorgan@elevationwealthadv.com
Dean joined Waddell & Reed in 2015 after working in corporate banking, community banking and non-bank commercial finance. He holds an MBA in finance from the University of New Haven as well as a BS in Petroleum Engineering from...
Jim Pettigrew
Financial Advisor
Jim joined Waddell & Reed in 2009 after an extensive career in commercial banking. Jim is a graduate of the University of Tennessee and remains active in the UT Alumni Association having served as Chapter President and as a...