Fred Lee, CFP®, Wealth Advisor

Fred Lee is a  CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor for Oak Springs Wealth Management. He brings investment, banking and financial advising experience to Oak Springs with a long history of positions as a financial advisor and investment representative. As private wealth advisor, Fred provides the client an objective view of their financial situation.

Fred ensures our clients’ planning needs are identified and met through an integrated comprehensive approach to their total wealth and overall objectives. He serves as advisor for clients to identify where there are opportunities for complex estate planning which lead to current trust, estate and philanthropic opportunities.

Prior to Oak Springs, Fred was a Partner, Wealth Advisor at BPV Capital Management and Vice President for Regions Morgan Keegan Private Banking in Knoxville, Tennessee. In this role, Fred specialized in creating a family office atmosphere around high-net-worth individuals. Prior to that, he was a financial advisor for AmSouth Investment Services. He has also served as an investment representative for Edward Jones and a financial advisor for Prudential Securities.

Fred earned his Bachelor of Arts degree from University of Southern Mississippi. He and his family reside in Knoxville, Tennessee.

 

Carol Johnson, CFP®, Wealth Planner

Carol Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner for Oak Springs Wealth Management. Carol brings over 18 years of practical experience in wealth planning, investment planning, asset allocation, insurance planning and tax and estate planning to Oak Springs.

As a CERTIFIED FINANCIAL PLANNER™ professional, she engages clients and determines their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives and then develops and implements a custom-tailored financial plan utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Prior to Oak Springs, Carol was a Partner, Financial Planner for BPV Capital Management, vice president– wealth strategist for Regions Morgan Keegan Trust. She also was a financial planner and partner for Beeman and Johnson Asset Planning, an independent fee-based financial planning firm specializing in retirement and estate planning, in Oak Ridge, Tennessee.

Carol earned her Bachelor of Science degree in Business Administration from Trevecca Nazarene University. She is an active member of the East Tennessee Chapter of the Financial Planning Association. She and her family reside in Knoxville, Tennessee.

 

 Mayra Diaz, Client Account Specialist                                         

Mayra Diaz is the Client Account Specialist for Oak Springs Wealth Management.  Mayra is responsible for the implementation of new accounts, account administration, family office and bill pay services, facilitating and analyzing quarter-end reporting, and compliance-related responsibilities.

Prior to Oak Springs, Mayra served as a mortgage loan officer. Before moving to Knoxville, she lived in Yuma, Arizona where she was stationed as a United States Marine. Mayra earned a Bachelor of Arts degree.  She and her family currently reside in Knoxville, Tennessee.