OneSouth Financial Group is an insurance and financial services firm that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.
As a general agency with the companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.
Brian Clark
Bryan is dedicated to aiding individuals and families in personal financial planning, specializing in retirement strategies. His focus extends to providing guidance on retirement income planning and long-term care asset protection for professionals in the education sector. With a career spanning since 2015 in the financial services industry, Bryan holds FINRA Series 6, 63, and 65 securities registrations, along with Life & Health Insurance and Variable Licenses. In his role as an Investment Advisor Representative, he leverages professional managed money solutions to help clients achieve their financial goals.
Before venturing into financial services, Bryan held key roles in senior management, sales, and marketing within the medical device, government sales, and transportation sectors. Armed with a Masters of Science degree in International Marketing from the University of Strathclyde in Glasgow, Scotland, and a Bachelors of Science (with Honors) in Business Administration from the University of Tennessee, Bryan brings a diverse skill set to his financial advisory role.
A Kingsport native, Bryan currently resides in Boones Creek with his family. His multifaceted background and commitment to personalized financial planning make him a valuable asset to those seeking guidance in achieving their financial aspirations.
Brian Moles
Brian assumed leadership of OneSouth Financial Group's Eastern Tennessee Operation in January 2017, bringing a wealth of experience in wealth management and income planning for clients. His financial journey began in 2008 as an advisor with AIG Financial Network, where he quickly became a standout professional, receiving numerous awards.
Recognizing his exceptional abilities, Brian was promoted to Associate Manager in 2010, a role where he excelled in recruiting, training, and developing agents in the Knoxville Market. His dedication and leadership qualities shone through, earning him accolades for his contributions to the team.
Brian's success continued when he was promoted to National Management Trainer after five years of impressive service. In this influential position, he played a pivotal role in training agents and management teams across 10 different states, focusing on need-based training and introducing new products to enhance clients' wealth management strategies.
In January 2019, Brian's strategic mindset and commitment to client success led to his promotion to lead OneSouth Financial Group's Agency Development for advisors in TN, MS, AL, and KY. In this capacity, he oversees the onboarding of new advisors, designs and delivers weekly training sessions, provides case design expertise, and focuses on income planning strategies, further solidifying the company's dedication to holistic financial planning.
Holding licenses such as Series 6 and 63, along with prestigious designations including LUTCF, Chartered Leadership Fellow, and National Social Security Advisor, Brian continues to make a lasting impact within the financial industry through his commitment to excellence and comprehensive financial planning.
General Information |
Firm Start Year: | 2008 | |
No. of Employees: | 2-4 | |
Name of Broker/Dealer: | OneAmerica Securities |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. *Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneSouth Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. |
Additional Detailed Disclosures |