Broker Check

Team


Welcome, we’re Stonebridge Investment Advisors, a comprehensive financial services firm in Jackson, Tennessee. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have many years of experience in financial services. We can help you address your present needs and those you may have in the future. We look forward to working with you through all stages of your life.

 

Phil Bryant

Financial Advisor, Dave Ramsey SVP

(731) 664-5300

(731) 664-5661

phil@domiinvestors.com

Phil is committed to helping clients understand financial concepts. Instead of overwhelming his clients with a lot of unfamilar terms, he helps them uncover down-to-earth financial solutions, and clearly explains the principles behind...
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Kim Melton

Financial Advisor, Dave Ramsey SVP

(731) 668-5117

(731) 664-5661

kim@domiinvestors.com

Kim is committed to helping individual investors address their financial needs and objectives. She begins by spending time educating her clients to understand the current market and develop a plan tailored specifically to their risk...
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Stephanie Anderson

Administrative Assistant

(731) 668-5117

(731) 664-5661

stephaniea@domiinvestors.com

Stephanie joined the Caldwell & Bryant team in 2015. She attended Union University and earned a Bachelor's degree in music and marketing. She also obtained a Master's degree in education from the University of Tennessee at Martin and...

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