Broker Check
James "Bart" Brannon

James "Bart" Brannon

LPL Financial Consultant

A lifelong resident of the Chattanooga area, Bart Brannon has served his community as a financial consultant for more than 13 years. His personal mission is to take care of his clients to the best of his abilities every day, to value each relationship and to appreciate the opportunity to earn clients' trust.

Bart works hard to build partnerships with his clients, guiding them toward their financial goals and helping future generations to grow, manage and protect their future. As part of the UNIFY team, he is wholly committed to offering competitive products, services and support to its members. Additionally, Bart is proud to give customized financial advice. He believes in educating his clients so they understand their own personal finances and can make informed decisions, for today and for the future.

Bart currently resides in East Brainerd with his wife of 22 years, Brittany, and their daughters, Taylor and Rylie. He enjoys sports, the great outdoors and spending time with his friends and family. He is an active volunteer in his community, working with nonprofit organizations and with his local church, making mission trips in the US and abroad.

Bart looks forward to beginning long-lasting partnerships with UNIFY's members. 

Home Office:

1515 Gunbarrel Road, Suite 119

Chattanooga, TN  37421

 

 Professional Services & Products

  • Retirement Planning
  • College Planning
  • Wealth Transfer
  • IRA Rollovers
  • Tax Advantaged Investing
  • Stocks, Bonds, Mutual Funds, & Annuities
  • Alternative Investments
  • Certificate of Deposit
  • Insurance Services

 

Registered In: TN, AL, AR, DE, GA, NC, OH, and SC. Bart Brannon is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.

UNIFY Financial Credit Union and UNIFY Investments & Insurance are not registered broker/dealers and are not affiliated with LPL Financial.

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