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Knoxville, TN
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LOCATION INFO
150 Lovell Road
Suite 104
Knoxville, TN 37934
Phone: (865) 671-4900
Toll Free: (800) 792-0750
Fax: (865) 671-6080
ABOUT THIS LOCATION
Located in suburban Knoxville, The Mutual Fund Store in Farragut serves the greater Knoxville area, including Seymour, Maryville and Oak Ridge. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
Brett Stephens
CMFC®, AWMA
Senior Investment Advisor Representative
Joined The Mutual Fund Store® in 2007.
Successfully completed the Series 6, 63 and 65 licenses administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®) and Accredited Wealth Management Advisor (AWMA).
B.A. degree in communications from University of South Carolina.
Married to Lauren.
Hobbies include golf and mountain biking.
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