Austin D. Cone,
CFP®, CRPS Partner, Round Table Advisors Senior Financial Advisor, RJFSAs a Certified Financial Planner™ practitioner, Austin creates comprehensive financial plans that respond to the unique goals of each client, with a particular focus on achieving financial independence. This can provide his clients with greater autonomy in terms of their work arrangements and the ability to be a positive influence in their community.
Austin is a Certified Financial Planner (CFP®) a widely recognized and highly respected financial planning credential. This designation is described by the CFP board as “the standard of excellence in financial planning”. Additionally, Austin holds Series 7 and 66 securities licenses, as well as Tennessee life and health insurance licenses. He is also a Chartered Retirement Plans Specialist (CRPS), which reflects his expertise in creating and maintaining retirement plans for both individuals and businesses.
Before joining his current team in 2014, Austin worked as an Auditor at Decosimo Certified Public Accountants, a Cost Specialist at Volkswagen Group of America, and an Accounting Manager at Mueller Water Products, all of which are based in the Chattanooga Area. He earned a Master of Business Administration degree from The University of Alabama and held a Certified Public Accountant (CPA) through the state of Tennessee.
Originally from Huntsville, Alabama, Austin now lives in Signal Mountain with his wife, Kimberly, and two sons, Asher and Wyatt. In his free time, he coaches youth sports, engages in physical activities such as golfing, swimming, running, and mountain biking, and has recently taken up traveling the country with his family in a towable travel trailer. Austin has also volunteered with several community organizations in the past, most recently as a Board Member for six years of Big Brothers Big Sisters of Greater Chattanooga.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
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