304 Family Wealth of Raymond James

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304 Family Wealth of Raymond James A family generational wealth planning office. I’m proud that my team has been named to Forbes’ list of 2023 Best-In-State Wealth Management Teams.

Our office focuses on generational wealth planning, with advisors on staff prepared to assist you at every stage of life. As the branch manager and generational wealth planner, I specialize in high net worth and affluent investors with an average net worth of over $1 million. Together, I work with my clients on estate, financial, and retirement planning to create a customized plan that focuses on their long-term goals. See the full rankings here:

www.forbes.com/lists/wealth-management-teams-best-in-state/

We love being part of the community we call home! ❤️ Faith and her husband, Logan, enjoyed participating in Habitat for ...
11/03/2026

We love being part of the community we call home! ❤️ Faith and her husband, Logan, enjoyed participating in Habitat for Humanity's 30th Annual Cooking on the Square. We're proud to support events that bring people together for a great cause. 🏠

Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and en...
11/02/2026

Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and ensure your plan fits your needs.

raymondjames.com

🎃Wishing you a spooky good weekend!  Happy Halloween! 👻
10/30/2026

🎃Wishing you a spooky good weekend!

Happy Halloween! 👻

✨ We're excited to highlight a team member whose hard work, dedication and positivity help drive our success: LINDSAY!🥤 ...
10/27/2026

✨ We're excited to highlight a team member whose hard work, dedication and positivity help drive our success: LINDSAY!

🥤 A Diet Coke is her fuel for the workday.
🌶️ A lunch run to Cinco Amigos is always a good idea.
🏌️‍♀️ And in a twist of fate, her love of golf is what first brought her to 304 Family Wealth!

Visit our site to learn more about Lindsay! https://www.raymondjames.com/mattbrown/about-us/our-team/bio?_=Lindsay.Maxwell

🌨️Cooler weather is approaching, as is the need for a warm coat.  To keep our neighbors warm and safe this winter, we ar...
10/24/2026

🌨️Cooler weather is approaching, as is the need for a warm coat. To keep our neighbors warm and safe this winter, we are working to collect and distribute coats for anyone in our community who may be in need. If you haven't cleaned out your closets yet this year, now would be a great time to do so! Please consider donating new or gently used outdoor wear so we can ensure our neighbors won't be cold this winter. 🧥

No matter where you are on your financial journey, our Crossville office is here for you. With several financial profess...
10/21/2026

No matter where you are on your financial journey, our Crossville office is here for you. With several financial professionals on staff, we offer personalized advising services and support for financial needs both big and small.

Stop by our office at 98 Elmo Drive or give us a call at (931) 520-0778 - we're here to help!

Happy Boss's Day to our fearless leader, Matt Brown - every day is an adventure!  Thanks for bringing the energy, focus ...
10/16/2026

Happy Boss's Day to our fearless leader, Matt Brown - every day is an adventure!

Thanks for bringing the energy, focus and drive our team needs to keep growing and hitting milestones. We look forward to another great year under your leadership!

Address

304 N. Washington Avenue
Cookeville, TN
38501

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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