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Team

By using a team approach, our group is able to provide the highest level of customized service possible for our clients.

We function as a cohesive unit when providing financial planning, wealth management, and investment strategies for our clients. This approach maximizes the knowledge and resources we are able to offer, as well as our availability to assist you personally.

We believe in giving everyone seamless, proactive service while anticipating your needs before they are expressed.


 

Joe D. Franklin, CFP®

President of Franklin Wealth Management

(423) 870-2140

(423) 870-2164

Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advisory firm in Hixson, Tennessee. A 20+ year industry veteran, he contributes guest articles for...

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For over twenty years Robert has enjoyed working with clients to make sure all the details are looked after in their financial lives. His clients appreciate his conscientious approach to helping them achieve their goals and managing...

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Skip grew up in Dalton, Georgia. He attended the University of Georgia, where he earned a BBA in Finance in 1986. Skip began his career as a Financial Advisor in October 1986, when he accepted a position with a large National Wire...

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Dan Norey came back to the Financial Industry with Franklin Wealth Management in February of 2013. Previously, he had worked with Ameriprise Financial as both a Registered Principal (a compliance officer) and as a financial advisor for...

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Corey has been the Operations Manager with Franklin Wealth Management since April of 2015. Before moving to Chattanooga, he was in the mortgage industry as a senior closing agent and notary for 11 years...

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Jennifer handles human resources and administration for Franklin Wealth Management. Jennifer and her husband, Joe, have three kids...

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Carter Payne joined Franklin Wealth Management in June of 2018. He brings with him 25 years experience in the finance industry, including his most recent position as Finance Director...

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Arlene Swallows

In Memorium

Arlene is still with us in spirit even if she can no longer be with us in person. To visit Arlene's memorial page please click here.

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Nancy Hollingsworth joined Franklin Wealth Management as a Paraplanner in October 2019. Nancy graduated from Red Bank and is a 28-year veteran of the U. S. Navy. Prior to her retirement in 2015, she was one of the top four highest...

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Tammy has worked in Marketing for over 15 years. She spent several years as the Director of Marketing for one of the region's top event companies, where she brought ROI strategies to hundreds of local and regional corporations. Tammy,...

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