Discovery Partners Investment Center is a financial practice dedicated to helping individuals reach their financial goals. We work with you to create customized strategies that address your personal needs. We are located in Union City, Tennessee. and serve rural west Tennessee, as well as parts of Kentucky.
Bentley is a Financial Advisor and has worked in the industry since 1990. Throughout those years, Bentley has established and maintained strong client relationships through mutual trust and his dedicated pursuit of helping clients meet their financial goals. Bentley is always learning, sharing his knowledge and ideas with his staff, and working to keep our team at the forefront of industry information, innovation, and technology. Never timid to try new ideas, he pushes and challenges his team members to do the same. Bentley spends his free time with his family, helping his children with their farm projects of raising chickens and goats, enjoys traveling, and is a dedicated servant to his church family.
Kendrick is a Financial Advisor and has worked in the industry since 2016. Kendrick is devoted to the clients he serves and is dedicated to helping them set financial goals and then pursuing appropriate avenues to see that their goals are attainable. Kendrick believes that client relationships are built on trust and is committed to maintaining the trust of his clients. Dedicated to public service, Kendrick is a Kiwanian and works with the local Chimes for Charity organization. Outside of the office, Kendrick loves reading books and spending time with his wife and son.
Brock is a Financial Advisor and has worked in the industry since 2019. Personable and outgoing, Brock is dedicated to fulfilling the financial needs of the clients we serve, striving to create excellent experiences for every client he meets. Passionate about his faith, Brock serves at First Baptist Church of Martin alongside his wife, helping to lead the Wednesday night worship service for the youth group. In his free time, Brock loves to cook meals with his wife, play the Blues on his guitar, and enjoys quality time with family.
Benjamin is a Financial Advisor and has worked in the industry since 2020. Bright and trustworthy, Benjamin relates to clients on a personal level, believing that a relationship built on trust is paramount to delivering the best advice possible. As a 2022 graduate of the University of Tennessee at Martin and a certified CPA, Benjamin is poised with the unique skillset to provide maximum value to our clients. An avid board game fan, Benjamin loves to play with friends and family in his free time, and he also leads his congregation as the Minister of Music at Lake Road Baptist Church.
|Firm Start Year:||1998|
|No. of Employees:||10-19|
|States Licensed in:||IL,SC,AL,WY,AR,NM,GA,KA,MI,FL,IN,MO,MS,TX,TN,NY,KY,AZ|
|Number of Years with Current Firm:||24|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Financial Advice & Consulting, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management|
|Investment Types:||Annuities, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities|
|Can meet clients in the following ways:||Our Office, Phone, Email, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Variable Annuity, Long Term Care, Annuity|
|Advisor's Number of Clients:||+1,000|
|Assets Managed by Advisor:||$260,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$10,000|
|Compensation Methods:||Based on Assets, Commissions|
|Fee % Based on Assets:||1%|
|Minimum Fee Charged for Managed Accounts:||$0|
|Minimum Fee Charged for Hourly Planning Accounts:||$0|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
Additional Detailed Disclosures
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 4:00 PM|
AWMA®, Chartered Retirement Planning Counselor (CRPC®), CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
15 Years of ExperienceView Profile
CMFC®, CRPC®, AAMS®, AIF®
FLAGSHIP FINANCIAL ADVISORS
52 Years of ExperienceView Profile