Jackson Thornton Wealth Management, LLC

Nancy Brown is a financial advisor at Jackson Thornton Wealth Management, LLC in Montgomery, AL. She holds a Series 65 designation and has 14 years of industry experience. Nancy has worked with Jackson Thornton and its related entities since 1996. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, supported by quantitative tools and discretionary portfolio management.

Daniel Tew is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with five years of industry experience. He is affiliated with Jackson Thornton Wealth Management, LLC in Dothan, Alabama, and has worked with related Jackson Thornton entities since 2009. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion across more than 1,000 client relationships.

James Causey is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. He has worked at Jackson Thornton Asset Management, LLC since 2014 and at Jackson Thornton & Co., P.C. since 2006. He holds a Series 65 license and is based in Montgomery, Alabama. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, asset-class diversification using passive mutual funds and ETFs, with portfolio implementation including discretionary rebalancing and tax-loss harvesting.

Clarence Pritchett is a financial advisor at Jackson Thornton Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked within the Jackson Thornton organization since 1993 in various capacities. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, trusts, small businesses, and charitable organizations. The firm manages nearly $2.0 billion across more than 1,000 client relationships, employing a long-term, diversified investment approach that incorporates Modern Portfolio Theory and passive investment vehicles.

Allison Guice is a CFP®, PFS™, and Series 65-licensed financial advisor with six years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2019. Prior to that, she was affiliated with Jackson Thornton & Co., P.C. for several years. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion with an investment approach centered on long-term diversification and passive strategies.

Kimberly Mason is a Series 65 licensed financial advisor with 19 years of industry experience. She has been with Jackson Thornton Asset Management, LLC since 2004. Jackson Thornton Wealth Management offers discretionary and non-discretionary investment management along with comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and utilizes strategies such as Monte Carlo simulation, discretionary rebalancing, and tax-loss harvesting.

Justin Clark is a financial advisor at Jackson Thornton Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. He previously worked at B2 Partners and Warren Averett before joining Jackson Thornton Asset Management. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm manages nearly $2.0 billion across more than 1,000 client relationships and serves individuals, retirement plans, trusts, charities, and small businesses, employing a long-term, diversified investment approach that incorporates passive funds and quantitative risk profiling.

Crystal Smith is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and seven years of industry experience. She has worked at Jackson Thornton and its affiliated entities since 2010. Jackson Thornton Wealth Management provides investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, with discretionary rebalancing and tax-loss harvesting where authorized.

Angela Andrews is a Series 65-licensed advisor with Jackson Thornton Wealth Management, LLC in Dothan, Alabama, and has two years of industry experience. She has been associated with Jackson Thornton Asset Management, LLC since 2006. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion with an investment approach focused on long-term diversification and the use of passively managed funds.

Luther Mitchell is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and 19 years of industry experience. He previously worked at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. from 1974 to 2021 and currently leads Mitchell Advisory & Consulting, LLC. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, asset-class diversification approach based on Modern Portfolio Theory and integrates accounting and advisory services through its ownership by Jackson Thornton & Co., P.C.