Align Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Align Wealth Management: An Ameriprise advisory practice serving the Brentwood, TN area.
Align Wealth Management: An Ameriprise advisory practice serving the Brentwood, TN area.

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Advisors

Drew Watson, Private Wealth Advisor serving the Brentwood, TN area - Ameriprise Advisors

Drew Watson

CFP®

Private Wealth Advisor

Chief Executive Officer of Align Wealth Management
Visit Drew Watson's website
Travis Ray Chaney, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Travis Ray Chaney

CFP®

Financial Advisor

Franchise Consultant
Visit Travis Ray Chaney's website
Amy Wiitala, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Amy Wiitala

CFP®, APMA

Financial Advisor

Chief Operating Officer of Align Wealth Management
Visit Amy Wiitala's website
Brian Wilborn, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Brian Wilborn

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Wilborn's website
Heath Greenwell, Private Wealth Advisor serving the Brentwood, TN area - Ameriprise Advisors

Heath Greenwell

CFP®, APMA

Private Wealth Advisor

Visit Heath Greenwell's website
Bruce Gillen, Private Wealth Advisor serving the Brentwood, TN area - Ameriprise Advisors

Bruce Gillen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bruce Gillen's website
Suresh Sallan, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Suresh Sallan

Financial Advisor

Visit Suresh Sallan's website
Wesley Gersh, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Wesley Gersh

JD, APMA

Financial Advisor

Visit Wesley Gersh's website
Debra Woodard, Financial Consultant serving the Brentwood, TN area - Ameriprise Advisors

Debra Woodard

Financial Consultant

Visit Debra Woodard's website
Michael Tison, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Michael Tison

APMA

Financial Advisor

Visit Michael Tison's website
David Fry, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

David Fry

Financial Advisor

Visit David Fry's website
JD Ramsey, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

JD Ramsey

APMA

Financial Advisor

Insurance Specialist
Visit JD Ramsey's website
Madison Haycraft, Associate Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Madison Haycraft

APMA

Associate Financial Advisor

Visit Madison Haycraft's website
Dora Riley, Financial Consultant serving the Brentwood, TN area - Ameriprise Advisors

Dora Riley

Financial Consultant

Visit Dora Riley's website
Myra Sheene, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Myra Sheene

CFP®, CPA, MBA

Financial Advisor

Visit Myra Sheene's website
Amber Oliver, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Amber Oliver

APMA

Financial Advisor

Visit Amber Oliver's website
April Thurman, Associate Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

April Thurman

Associate Financial Advisor

Managing Director of Align Wealth Management
Visit April Thurman's website
Burns Mackey, Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Burns Mackey

Financial Advisor

Investment Manager
Visit Burns Mackey's website
Rusty Davis, Associate Financial Advisor serving the Brentwood, TN area - Ameriprise Advisors

Rusty Davis

CFP®

Associate Financial Advisor

Financial Planning Analyst
Visit Rusty Davis's website

Team

Zachary Knight

Zachary Knight

Business Development Manager

Roles & Responsibilities

  • Owensboro office: Oversees marketing and business development operations across all locations; responsible for planning networking, appreciation, and community outreach events
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Stephanie Johnson

Stephanie Johnson

Client Service Manager

Roles & Responsibilities

  • Owensboro office: Manages incoming calls, required paperwork, schedules service meetings, and handles daily office operations; assists with events.
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Darlene Grimsley

Darlene Grimsley

Client Service Specialist

Roles & Responsibilities

  • Owensboro office: Manages incoming calls, schedules appointments, handles daily office operations, and additional responsibilities as needed.
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Morgan Sands

Morgan Sands

Client Service Specialist

Alissa Davidson

Alissa Davidson

Client Service Coordinator

Roles & Responsibilities

  • Columbia, TN office: Assists with day-to-day operations, including managing client communications, scheduling, necessary paperwork, and more.
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Kelly Ramsey

Kelly Ramsey

Paraplanner

Cheryl Blair

Cheryl Blair

Client Service Specialist

Ashley Maier

Ashley Maier

Client Service Specialist