Maryville, Tenn. – LeConte Wealth Management, LLC, announced today that Jon Dockery, CPA, has joined the firm as Director of Financial Planning and will serve as an Investment Advisory Representative (IAR) as well.
With a 16-year career and holding his Series 65 license via the Uniform Investment Adviser Law Examination, Dockery brings substantial depth of experience to LeConte Wealth Management, having served for the past six years with Alcoa-based Ingram, Overholt & Bean, P.C., as a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA).
Dockery started his career in Nashville with Arthur Andersen LLP, where he progressed to Senior Tax Accountant, followed by Financial Analyst and Tax Analyst posts with Nissan North America’s manufacturing operations, then nearly four years as a tax manager with Faulkner Mackie & Cochran, P.C., where he managed their full-service tax department.
A Maryville native, Dockery received his bachelor’s degree in business administration from Auburn University and Master of Accountancy with tax concentration from the University of Tennessee. He holds memberships in the American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants and the National Association of Certified Valuation Analysts.
Dockery remains actively involved in the local community as a past board member of Maryville Kiwanis, treasurer of the Maryville City Schools Foundation and incoming board member of the Blount County Library Foundation. Jon is an active member of the Maryville Church of Christ where he has taught Dave Ramsey’s Financial Peace University, leads small group studies and is involved with the Stepping Stones Preschool.
“We are delighted to have Jon join LeConte Wealth Management in such a pivotal role, with the ability to provide a depth of tax advice to our clients that we previously did not offer in-house, aligned with relevant financial planning insights as well,” said Kevin Painter, managing partner.
“Jon’s diverse foundation of experience coupled with his focus on serving clients to help them grow and manage their wealth is a perfect complement to LeConte Wealth’s approach of providing principled counsel for focused investors,” said Hoy Grimm, managing partner. “His experience on the corporate side also offers area business owners and entrepreneurs a major resource.”
Dockery lives in Maryville with his wife, Kristin, and their sons, ages 12, 10 and six. Jon is an active member of the Maryville Church of Christ where he has taught Dave Ramsey’s Financial Peace University, leads small group studies and is involved with the Stepping Stones Preschool.
ABOUT LECONTE WEALTH MANAGEMENT, LLC
Established in 2007 and located at 703 William Blount Drive, Maryville, Tenn., 37801, LeConte Wealth Management, LLC (www.lecontewealth.com or 865-379-8200) is an SEC Registered Investment Adviser, helping clients develop a plan to accumulate and preserve their wealth in pursuit of their unique financial goals. With more than 30 years of cumulative experience and $110 million under management, the firm’s team provides asset management, financial planning, retirement planning, estate planning, risk management and business planning.