Bellwether Investment Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Partner, Certified Financial Planner
Offering advice since: 2001
Areas of expertise:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Celeste Friend:
Celeste Friend is a Financial Advisor, Certified Financial Planner(TM), and Chartered Advisor for Senior Living in addition to being a licensed Series 7, Series 66, and Series 26 practitioner. Celeste has a B.S. from Tennessee Technological University and an M.S. from the University of Tennessee at Chattanooga. She specializes in asset management, 401k balancing, financial planning, and advice for individuals and small business owners. Her client base represents a wide spectrum of society and she is happy to help those who need her advisement and expertise.
Celeste is also available for financial consultation on an hourly basis for a variety of issues, including ananlysis of your 401(k) plan to optimize and aid in its recovery; examination of your cash flow to formulate a plan to pay down your debt; or devising a plan to help you pay for college, retirement, or any of life's little surprises.
Celeste began her financial advisory career at Morgan Stanley after working in business for many years. She has done extensive financial planning for a variety of clients, and has taught classes on personal finance at Chattanooga State Technical Community College and for a variety of professional and civic groups. She is also a frequent speaker for groups on a variety of financial subjects.
Celeste is extremely involved in the community. She is the current past president of NAWBO (National Association of Women Business Owners), the Optimist Club, and the Chattanooga Ski Club and has served in many other positions on their Boards. She is active in the Chattanooga Chamber of Commerce and serves on the Board of Directors for both the Ambassador Program and the Nautilus Committee which honors those promoting the growth of women in business. Working with the Chamber and NAWBO, she instituted the Stargazer Award which is an annual scholarship for an older, non-traditional female student in a degree program.
Celeste serves on the Planned Giving Board of Hospice of Chattanooga and was instrumental in establishing Hospice's signature Holiday Hearts event to raise friends, funds, and awareness for Hospice in the community. She also participates in the Hamilton Place Rotary Club, Estate Planning Council, and Chattanooga Senior Care Network. She has served on the Board of Junior Achievement and has been a wish grantor through the heart-warming Make-A-Wish Program.
Celeste resides in East Brainerd with her family.
Compensation and Fee Structures:
I am a fee-based Certified Financial Planner. The most important thing to know about that is: I represent YOUR interests over that of a financial institution. And since I don't work on commission, you can always rest assured that my recommendations will be based on your particular needs and circumstances.
Annual Fees are payable on a quarterly basis based upon the amount of your investment account at the beginning of the quarter.
Licenses, Certifications & Affiliations:
* Certified Financial Planner Chartered Advisor For Senior Living Member
* Estate Planning Council
* National Association of Women Business Owners Past President
* Optimist Club of Chattanooga Past President
* Chattanooga Ski Club Board Member
* Chattanooga Chamber of Commerce Ambassadors
* Hamilton Place Rotary Club
* Hospice of Chattanooga
* Friends of East Brainerd
Masters of Science, University of Tennessee, Chattanooga (MSEM)
Bachelors of Science, Tennessee Technological University (BSIE)
Will provide references upon request?
Further information about Bellwether Investment Group:
(Size of firm: 0-9 advisors)
Bellwether Investment Group is a Registered Investment Advisor in the state of Tennessee.
Bellwether's Mission Statement:
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to financial planning is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products and personal, efficient service.
Contact Information for Celeste Friend
Phone: (423) 877-6708 X5
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Fax: (423) 877-3881
Address for Celeste Friend:
6778 Executive Oak Lane
Chattanooga, TN, 37421
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