Evolving with the
Needs of our Clients

LeConte Co-Founder Hoy Grimm starts his investment career by focusing on the Municipal bond business.

LeConte Co-Founder Kevin Painter passes the General Securities (series 7) exam and joins SunTrust Securities (now Truist).

Hoy Grimm and Kevin Painter form a partnership as Financial Advisers at SunTrust Securities.

By leveraging the talent and experience that each brought to the table, Grimm and Painter grow their practice into a nationally recognized team at Suntrust. They leave to establish LeConte Wealth as a local, independent resource for high net worth investors.

From 2007 to 2014 the advisory business grows to dwarf the traditional brokerage business that Kevin and Hoy started. This sets the company on a course of steady growth.

In 2014 Grimm and Painter make the decision to exit the brokerage business to focus on their growing Fiduciary Asset Management business.

LeConte incorporates Dockery’s tax expertise into their client services. They include tax prep and filing at no additional fee to LeConte’s wealth management clients.

Alex Willard, a Maryville College graduate who started his career in financial services as a tax intern with Leconte in 2017, successfully passes the SEC Investment Adviser examination.

Founding partners Hoy Grimm and Kevin Painter name Jon Dockery a partner and Director of Financial Planning.

Using tools like Riskalyze to help clients manage risk allows LeConte’s growth to continue even during 2020’s COVID lockdowns. Our Purpose-built Planning solution delivers assurance to clients that their goals are still on track.

LeConte Wealth relocated to downtown Maryville, offering more space for growth and better access for clients. The new office allows the firm to expand its team and resources. The downtown location reflects LeConte’s commitment to growth and providing exceptional service to its clients.

LeConte Wealth expanded its reach with the opening of a new office in Hendersonville, Tennessee, marking the firm’s entry into the Middle Tennessee market. This Nashville-area location allows LeConte to better serve clients across the region, offering personalized financial planning and investment management with the same trusted, client-centered approach. The expansion reflects LeConte’s commitment to growth and providing expert guidance to more individuals and families seeking financial security.