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Buddy Wootten, MS-CFP®, CLU®, CLTC®, AIF®

Buddy Wootten, MS-CFP®, CLU®, CLTC®, AIF®

Vice-President of Business Planning

Hubert "Buddy" Wootten, MS-CFP®, CLU®, CLTC®, AIF®
Vice President of Business Planning
Phone: 615-385-1824
Fax: 615-383-0519
2908 Poston Ave., Ste. 1
Nashville, TN 37203

With over 40 years of experience in the financial services industry, H. E. “Buddy” Wootten, III, MS-CFP®, CLU®, CLTC®, AIF®, has dedicated his career to assisting individuals and small business owners pursue their financial goals. Today he is Vice President, Business Planning with Innovative Financial Group, LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Buddy focuses on retirement, business, and estate planning, including insurance needs, business succession planning and funding.

Buddy is a graduate of MTSU in Murfreesboro, TN, and earned a master’s degree in Financial Planning from the College of Financial Planning in Denver, Co. He is insurance licensed in life, health, and variable products in numerous states and is an Investment Advisor Representative with Royal Alliance Associates, Inc.

He is a member of the Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors, the Estate Planning Council of Nashville, Tennessee, and the Nashville Chapter of the Society of Financial Service Professionals. He is a former Chairman of the Board for the local Financial Planning Association in Middle TN.