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.
ADVICE MADE AFFORDABLE
There are no investment brokers at LeConte. We are consultants committed to delivering practical advice, not products.
012345678900123456789001234567890+
Million Dollars
Clients trust us to navigate the financial markets.
012345678900123456789001234567890+
Client Households
We deliver guidance on all aspects of your financial life as you pursue your unique goals.
012345678900123456789001234567890+
Investment accounts
From rollover IRA's to individual, corporate and trust accounts, we help clients with all of their investment needs.
$01234567890.01234567890 Million
Average monthly client distributions
Retirees rely on our services to generate their retirement income needs.
Our
Team
Experienced, Principled, Team Oriented
LeConte professionals work as a team of experts to ensure that all aspects of our client's wealth management needs are addressed. From income tax strategies, charitable giving, financial projections to the most complex wealth management needs, our team has decades of experience solving real world problems for clients.
FounderHoy Grimm
36 Year industry veteran, co-founder of LeConte. Extensive expertise in all fixed income investment instruments with an emphasis on individual municipal bonds. Oversees portfolio construction, model management and securities trading.
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 AdviserDoug Whitten
"Returning to this community feels like a full-circle moment. I'm here to help people align their finances with purpose - rooted in trust, collaboration, and clarity."
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."
Client Adviser Bryan Belew, CPA
"With more than 20 years of tax experience, being able to contribute through tax planning and investment guidance makes work deeply rewarding."
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."
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.
Proud Supporters Of:
4th Floor
333 East Broadway Avenue,
Maryville, TN 37804
2605 Elm Hill Pike Suite J
Nashville, TN 37214
Copyright 2025 LeConte Wealth Management LLC.
All rights reserved
Powered By:
