The Team

Northshore Financial Group

Our Advisors

Lee Roberts

Lee Roberts

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Carson-Newman College, Bachelor of Science, Business Administration, Carson-Newman College, Bachelor of Education, Business

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Our Staff

Amy Allen

Amy Allen

Paraplanner

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Qualifications

  • B.S., Business Administration, University of Tennessee, 2007
  • Series 7 and 66 licensed