Justin Aldred has been serving the financial and wealth management needs of clients since 2017. A native of Clarksville, Tennessee, he strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. Justin firmly believes that effective financial advisors go beyond the numbers, offering both emotional support and comprehensive strategies to help clients achieve their financial goals.
Justin's philosophy is deeply rooted in the understanding that clients prioritize personal care and understanding over facts and figures. This perspective is shaped not only by his professional journey but also by his personal life. Justin is happily married to Payton, a mental health therapist, and together they embrace the importance of empathy in their client relationships. They share a passion for nature, hiking, running and animals of all kinds. The similarities between these passions and financial planning is clear; you must enjoy what you love today, as well as preserve it for the next generation.
Justin leverages Raymond James’ extensive resources to assist in his client's individual needs, including specializing in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Justin works diligently to help his clients develop both your personal financial plan and a detailed investment strategy. Justin’s planning-based approach is designed to help his clients meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and reach their long-term financial goals.
Justin Aldred invites you to explore a holistic approach to financial advice, encompassing not only your personal goals but also strategies to help build and preserve wealth across generations.
Investing involves risk, and Justin is here to help you navigate it with personal care and strategic planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.