Round Table Advisors announces three new partners
Round Table Advisors LLC, a comprehensive financial services practice serving Chattanooga, have added three new partners to its team, Julie Davis, Austin Cone and Andy Burnett. The additions follow the group’s recent shift to the independent advisory platform of Raymond James Financial Services.
“Bringing Julie, Austin and Andy on as partners will deepen the commitment and high level of service the team already provides to their clients,” said Tony D’Andrea and Dennis Wolfe, managing partners.
Davis has been a member of the Round Table Advisors team in some capacity for more than 30 years, working her way from a part-time data entry position to partner. Having experience at all levels of the financial services universe has given Davis a deep understanding of the many aspects of the client/advisor relationship, according to the firm.
Cone began his career as a CPA and worked in various accounting positions in Chattanooga. He joined the Round Table Advisors team in 2014 and progressed to become a Certified Financial Planner. With retirement and goal planning expertise, Cone provides each client with a guided wealth management process.
Burnett brings a background in corporate finance to the team, having worked for two multi-national firms before eventually joining the practice as a financial advisor in 2016. He holds the Chartered Financial Analyst designation and specializes in portfolio management.