Address: 300 N Forest Park Blvd, Suite 101 Knoxville, TN 37919 View Map
Phone: (865) 474 8115
Website:

About Us

We're here to help you navigate the chaos of everyday life and help build the financial security to free you to use your time and resources how you want.

The goal in creating CrestPoint was to be able to have the best resources available to work most effectively for our clients, and to always be able to provide non-biased advice.  Our decision to partner with our brokerage, Cambridge Investment Research, Inc, came from careful consideration of their technology, wide range of product offerings, and representative service.  Cambridge helps us serve you as our client better.  You can learn more about Cambridge on their website.

Our Services

Our range of services is designed to help clients financially manage the journey of life.  The financial considerations of starting a family, funding college education, building a retirement portfolio, and passing that legacy on are issues we often work on with our clients.

CrestPoint Wealth Management FAQ

Do I need a plan?
Are you comfortable that you're on the right path to retirement? That you're saving enough, and that your investment accounts are properly allocated? How about issues such as estate planning, college funding, reducing taxes, and long term care? By doing a comprehensive financial plan, we can get a "thirty thousand foot view" of your current financial situation and design a plan for achieving your financial goals.

How should I allocate my funds?
Do you know how much risk you're taking in your investment accounts? Is it too much? Is it enough? We use various tools to help you determine an appropriate asset allocation, and regular reviews to assure assets stay allocated according to your particular objectives.

How do I protect my assets?
We employ a variety of wealth preservation strategies where and when appropriate. These may range from investments with certain guarantees or benefits, to advanced estate planning strategies designed in concert with your estate planning attorney. Not all things are 100% guaranteed, but if you are looking for lower-volatility investments, or want to protect your assets from capital gains and estate taxes, we may be able to help you.

Who matters most to me?
Our journey through life is often unpredictable. What position would your loved-ones be in if you died, or got sick or hurt, and lost the ability to earn a living? We can help determine how much and what types of life and disability coverage is appropriate. In addition, we can help design strategies to protect assets for a surviving spouse or the next generation, or to benefit your favorite charity.

Can I afford to send my child to college?
You're probably aware that the cost of college has vastly outpaced inflation over the past couple of decades. College funding is an issue that is never far from the minds of young parents--we can offer various strategies for this important goal.

How about a second opinion?
Do you know what you're paying in fees? How often are you reviewing your plan with your advisor? Do you understand the investments you have and why you have them? We are happy to take a look at your current situation and give you an assessment of where you stand. There is never a charge or obligation to get a second opinion.

Meet Our Team

Our team has many years of experience in the financial planning and asset management industry, and is dedicated to listening, discussing, and working with you to achieve your long-term goals.

Monte Miller - Monte has spent over twenty-two years as a financial advisor. He has a passion for working side-by-side with clients to achieve their financial goals. He is a graduate of the University of Tennessee and holds the following FINRA licenses:

Series 6 -- Investment Company and Variable Contracts Products Representative
Series 7 -- General Securities Representative
Series 24 -- General Securities Principal
Series 51 -- Municipal Securities Fund Limited Principal
Series 63 -- Uniform Securities Agent State Law

Outside of his work, Monte enjoys spending time outdoors, traveling, and reading. He is a deacon at First Baptist Church of Knoxville, where he also serves on the finance committee. Monte has been married to Megan for 8 years, and they have two daughters, Josie, five, and Georgia, two.

Amber Harrison - Amber serves as the Client Relations Manager at CrestPoint Wealth Management. She holds a bachelor’s degree in Communications from the University of Tennessee, and has worked in Human Resources, Marketing and Administration roles, with a continued passion for relationship building and problem solving. Amber enjoys reading, cooking and spending time outdoors with her son, husband and cantankerous hound dog, Otie. In her spare time she serves as Secretary to the North Farragut/Hardin Valley chapter of MOMS Club International.

Laura Robinson - As a marketing undergraduate student at the University of Tennessee, Laura began working for CrestPoint in June of 2016 as Marketing Manager.  She develops social media platforms and plans client events.  Aside from gaining valuable skills in the workplace, Laura loves staying active whether by playing tennis with friends, going to the gym with sorority sisters, or taking on a weekend hike.  Laura graduated from Webb School of Knoxville in 2015 and has two younger sisters.

Marissa Lawrence - Marissa began her career at Cambridge in 2016. Since that time, she has gained experience with new accounts, retirement accounts, and alternative investments. She attended Indian Hills Community College for Administrative Assistance. Marissa plays a key role on the Cambridge Source team by assistanting rep advisors with client paperwork and establishing new accounts.  In her free time, Marissa enjoys spending time with her daughter, playing board games, and taking her to gymnastics. She also enjoys reading and watching documentries.