Justin has been serving the financial and wealth management needs of clients since 2017. A native of Clarksville, Tennessee, he strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. Justin firmly believes that effective financial advisors go beyond the numbers, offering both emotional support and comprehensive strategies to help clients achieve their financial goals.
Justin's philosophy is deeply rooted in the understanding that clients prioritize personal care and understanding over facts and figures. This perspective is shaped not only by his professional journey but also by his personal life. Justin is happily married to Payton, a mental health therapist, and together they embrace the importance of empathy in their client relationships. They share a passion for nature, hiking, running and animals of all kinds. The similarities between these passions and financial planning is clear; you must enjoy what you love today, as well as preserve it for the next generation.
Justin leverages Raymond James’ extensive resources to assist in his client's individual needs, including specializing in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Justin works diligently to help his clients develop both their personal financial plan and a detailed investment strategy. Justin’s planning-based approach is designed to help his clients meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and reach their long-term financial goals.
Justin Aldred invites you to explore a holistic approach to financial advice, encompassing not only your personal goals but also strategies designed to help build and preserve wealth across generations.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.