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Our financial advice team


Robert Wallace, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Robert Wallace

Financial Advisor

Franchise Owner
Heritage Advisory Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Wealth Preservation Strategies

Education

  • BA-Economics, University of Tennessee, Knoxville, TN-1992

Awards & recognition

  • Ameriprise Circle of Success, 2019-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Head Coach WBBL basketball 5-6 year old boys
  • Assistant Coach WBBL basketball 13-14 year old boys
  • Assistant Coach KUSA U14 boys Soccer
  • Assistant AAU Bball coach Tennessee Impact 2022,2023,2024

Interests

  • Play competitive USTA 3.5-4.0 Tennis
  • Fishing and Hunting
  • Camping and Hiking
  • Golf
  • Pickleball