Shane Caldwell Email & Phone Number
Wealth Advisor @ Tennessee Valley Asset Management Partners (TVAMP)
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Shane Caldwell Location
- Johnson City, TN, US
Shane Caldwell Work
- Wealth Advisor @ (May 2023 - Present)
- Vice President of Wealth Management @ (August 2021 - July 2023)
- Financial Advisor @ (July 2018 - August 2021)
- Wealth Manager @ United Capital Financial Advisers, LLC (October 2015 - July 2018)
- Senior Associate @ (March 2015 - October 2015)
- Financial Planner @ Ronald Blue & Company (September 2012 - February 2015)
Shane Caldwell Education
- Georgia State University
Master's Degree
2010-2010 - Georgia State University
Masters of Business Administration, MBA
2006-2009 - Trevecca Nazarene University
Bachelor's Degree
1999-2003
Shane Caldwell Skills
- Financial Advisory Services
- Family Wealth Planning
- Goals-Based Wealth Management
- Retirement and Investing Planning
Shane Caldwell Summary
- Shane Caldwell, based in Johnson City, TN, US, is currently a Wealth Advisor at TVAMP. Shane Caldwell brings experience from previous roles at Bank of Tennessee, Merrill Lynch Wealth Management, United Capital Financial Advisers, LLC and Diversified Trust. Shane Caldwell holds a 2010 - 2010 Master's Degree @ Georgia State University. With a robust skill set that includes Financial Advisory Services, Family Wealth Planning, Goals-Based Wealth Management, Retirement and Investing Planning and more. Shane Caldwell has 3 emails and 2 mobile phone numbers on RocketReach.
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