WHO WE
ARE
We believe that financial success is not just about investments; it’s about building relationships with our clients and aligning their financial strategies with their life goals. Founded in 2007, we recognized a gap in the traditional Wall Street brokerage model - a system where firms focus on selling their own products to meet sales targets rather than truly serving the unique financial needs of each client. From the beginning, we set out to offer something different: a firm where client relationships are the cornerstone, and wealth management is simply the tool we use to help you achieve your goals.
Our approach is built on trust, transparency, and a holistic view of all financial disciplines. We don’t just manage your investments; we integrate comprehensive tax strategies and personalized investment plans to optimize your entire financial landscape. We understand that your financial journey is unique, and we are committed to supporting you every step of the way.
Our approach is built on trust, transparency, and a holistic view of all financial disciplines. We don’t just manage your investments; we integrate comprehensive tax strategies and personalized investment plans to optimize your entire financial landscape. We understand that your financial journey is unique, and we are committed to supporting you every step of the way.
There are no investment brokers at LeConte. We are advisors committed to delivering practical advice not products.
Million Dollars (Set to ADV Number yearly)
Clients trust us to navigate the financial markets.
Client Households
We deliver guidance on all aspects of your financial life as you pursue your unique goals.
Investment accounts
From rollover IRAs to individual, corporate and trust accounts, we help clients with all their investment needs.
Average monthly client distributions
Retirees rely on our services to generate their retirement income needs.
Rooted in Community. Driven by Purpose.
Our commitment to the community goes far beyond financial advice. We believe lasting impact happens when purpose and generosity collide. That’s why you’ll find our support behind local schools, nonprofits, and organizations doing meaningful work - especially those serving the most vulnerable among us.
Community involvement isn’t just something we do - it’s part of who we are. One of our greatest joys is helping clients grow their wealth and seeing it fuel causes they care about. Whether it’s time, talent, or treasure, we’re honored to invest in the place we call home.
Community involvement isn’t just something we do - it’s part of who we are. One of our greatest joys is helping clients grow their wealth and seeing it fuel causes they care about. Whether it’s time, talent, or treasure, we’re honored to invest in the place we call home.
What to Expect When You Work with LeConte Wealth Management
Prompt, Client-Centered Service: At LeConte Wealth, we promise responsive and clear communication. Our team listens closely to your needs, ensuring every inquiry is met with timely, thoughtful responses that go beyond expectations.
Tailored, Goal-Focused Strategies: We take the time to truly understand your financial goals and craft personalized strategies that align with your vision. Our goal is to exceed your expectations, ensuring every decision is made in your best interest and works toward the future you’ve envisioned.
Comprehensive, Holistic Planning: Our team works collaboratively to provide you with a full-spectrum approach, integrating investment, tax, and financial strategies that are as unique as you are. We ensure that each element of your plan is designed to meet your specific needs, delivering results that surpass your goals.
Fiduciary Guidance with Integrity: We under promise and over deliver when it comes to providing unbiased, objective advice. As fiduciaries, we are committed to your success, equipping you with the information, research, and insights needed to make informed, confident decisions.
Tailored, Goal-Focused Strategies: We take the time to truly understand your financial goals and craft personalized strategies that align with your vision. Our goal is to exceed your expectations, ensuring every decision is made in your best interest and works toward the future you’ve envisioned.
Comprehensive, Holistic Planning: Our team works collaboratively to provide you with a full-spectrum approach, integrating investment, tax, and financial strategies that are as unique as you are. We ensure that each element of your plan is designed to meet your specific needs, delivering results that surpass your goals.
Fiduciary Guidance with Integrity: We under promise and over deliver when it comes to providing unbiased, objective advice. As fiduciaries, we are committed to your success, equipping you with the information, research, and insights needed to make informed, confident decisions.
Our Team
Tax SpecialistTanya Wilson
“I am committed to making a lasting impact on the lives of those around me, while ensuring the highest level of service to those I serve."
Operations DirectorRobert Moore
"My unwavering dedication to the financial services industry is fueled by witnessing clients achieve their life goals and purpose."
Client Concierge ManagerKarla Dunne
"I align myself with the core values of honesty, kindness, generosity, and dependability, which perfectly align with LeConte's core."
Client ConciergeJerica Davis
“I'm committed to delivering personalized, high-quality service with integrity, always striving to make a positive impact on our clients."
Compliance ManagerJean Blackburn
"In helping people achieve their financial goals, there are numerous components at play, and being a part of that team is truly rewarding."
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
Copyright 2025 LeConte Wealth Management LLC. All rights reserved.
Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike #3
Nashville, TN 37214
Copyright 2025 LeConte Wealth Management LLC.
All rights reserved
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