Caetlyn Thomas

Executive Assistant & Director of Client Service at CogentBlue Wealth Advisors - Knoxville, TN, US

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CogentBlue Wealth Advisors
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CogentBlue Wealth Advisors

Knoxville, TN, US • 5 - 9 Employees
Financial Services

CogentBlue Wealth Advisors provides integrated wealth management services to families and individuals who desire more than traditional investment management. Our wealth management process considers a broad range of variables in order to address your personal and financial goals and aspirations. The outcome is the development of a comprehensive and dynamic financial plan to ensure that you meet those goals, covering all the important details of financial life, enabling clarity and confidence for the future.At the core of our service is a commitment to the fiduciary standard. That means we put your interests first - always. We don't earn investment commissions. We don't charge hidden fees. And, we represent no one but you. Period. Contact us today to begin a conversation.

Wealth Management Investment Management Financial Planning Wealth Protection Charitable Planning Wealth Transfer Tax Planning
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Frequently Asked Questions about Caetlyn Thomas
Caetlyn Thomas currently works for CogentBlue Wealth Advisors.
Caetlyn Thomas's role at CogentBlue Wealth Advisors is Executive Assistant & Director of Client Service.
Caetlyn Thomas's email address is ***@cogentbluewealth.com. To view Caetlyn Thomas's full email address, please signup to ConnectPlex.
Caetlyn Thomas works in the Financial Services industry.
Caetlyn Thomas's colleagues at CogentBlue Wealth Advisors are Wes Brown and others.
Caetlyn Thomas's phone number is N/A
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