Broker Check

Team


Our Mission: Charting the Course to Discover & Achieve Your Dreams.

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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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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Jennifer Franklin

HR & Administration

423-870-2140

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

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Carter Payne

Relationship Manager

423-870-2140

423-870-2164

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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Angela takes care of the operations for Franklin Wealth Management. Angela and her husband Mike live in Ringgold. GA but are both native to Chattanooga. Angela is new to Franklin Wealth Management but not new to customer service....

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Madison joined Franklin Wealth Management in 2020 and is our social media and marketing intern. Madison was born and raised in Chattanooga. She graduated from Notre Dame High School and is a senior in college. She will graduate with a...

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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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