Phone Number: 931.484.4911

About Us

Learn more about Witt Financial Group, LLC.

About Us

At Witt Financial Group, LLC, our core values are integrity, trust and education. Our mission is to build, protect and grow our clients’ wealth over the long term through sound planning and disciplined investment management and to help our clients achieve a financially sound and enjoyable retirement.

As a Registered Investment Adviser, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, grow income and seek to increase returns with reduced risk.

Our unique approach to investing is firmly grounded in Nobel Prize-winning financial and economic principles. We believe that every investor should understand and feel confident about their investment approach. We have the independence to provide our clients with objective and unbiased planning while upholding the highest standards of trust to the investment process.

Witt Financial Group acts in a fiduciary capacity to our clients, who invest not only their money but their confidence, good faith, reliance and trust with the expectation of receiving aid and advice to help them navigate the many pitfalls of the investment world. As a fiduciary, Witt Financial Group is required to act at all times for the sole benefit and interest of our clients, to whom we owe a duty of undivided loyalty and utmost good faith. We are prohibited from engaging in any activity that conflicts with the interest of any client, and we strive to fulfill our obligations.

Mark H. Witt

President and Wealth Advisor

Mark@WittFinancialGroup.com

Throughout his more than 15 years of experience in the financial industry, Mark Witt has dedicated himself to working with investors who are interested in learning how financial markets work and are seeking a disciplined approach to investing. Using an honest and upfront approach, he teaches his clients about how Wall Street works and helps put them on track to meet their objectives. Mark’s goal is for each of his clients to achieve clarity and confidence on their financial journeys.

A dynamic public speaker, Mark has shared his message of free markets and global investing with thousands of people around the country. His direct approach and enthusiasm make him a compelling speaker and fierce proponent of free market capitalism. Mark currently presents public and private seminars on investing, asset allocation and Modern Portfolio Theory.

Mark and his wife, Glenda, have been married for more than 30 years. They have two sons, Jordan and Grayson. Jordan graduated from East Tennessee State University and works alongside Mark as vice president of Witt Financial Group. Grayson is an active participant in the Special Olympics.

Jordan M. Witt

Vice President/Wealth Advisor

Jordan@WittFinancialGroup.com

Jordan M. Witt is a firm believer in establishing a clear purpose for an individual’s financial future. He’s been a sought-after speaker on progressive personal finance and retirement planning strategies in Tennessee for 6 plus years and hosts “Smart Money Solutions” radio show weekly. In addition, Jordan was featured in LifeHealthPro’s 30 under 30 for finance and insurance.

Mr. Witt strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. Jordan acts as a financial coach and fiduciary.

Jordan graduated from East Tennessee State University with a Bachelor’s of Science degree. He is also an Investment Advisor Representative (IAR), holds a series 65 license and is a licensed insurance agent.

Jordan’s decision to enter the financial services industry was inspired by his father Mark Witt, President of Witt Financial Group. Jordan married his wife Katherine in August 2015.

In his spare time, Jordan attends Central Baptist Church in Crossville. Jordan is an avid golfer who is proud to live in The Golf Capital of Tennessee. He also enjoys spending time at the lake, quality time with friends and family, and rooting on the Tennessee Volunteers.

Pamala Harris 

Director of Operations

PHarris@WittFinancialGroup.com

Before devoting her work fulltime to Witt Financial Group, Pam had 30+ years’ experience in operations and customer service, including:  Property Manager for Wyndham Vacation Resorts at Fairfield Glade and Department Head and Executive Assistant to the CEO of MasterCorp, Inc.

Pam’s focus is providing outstanding service and support to our financial professionals and clients.  Her favorite part of serving as Director of Operations is getting to know each of our clients individually as she welcomes them to the Witt Financial family.

The things Pam loves most in life are spending time with family, personal devotional time, a day out with girlfriends, a good book and warm peach pie with a scoop of vanilla bean ice cream.  She also has a passion for staying active in her community and was elected to a four-year term as a councilmember for the City of Crossville.

Pam has been a family friend of Mark and Glenda Witt for over 30 years.  When asked about her employment with Witt Financial Pam said, “I’ve been working for Witt Financial Group since October of 2013 and I really love it.”

Linda Frazier

Client Services Coordinator

LFrazier@wittfinancialgroup.com

Linda enjoys being the first person to greet clients when they walk through the door.  Her friendly, engaging manner underscores her commitment to providing outstanding customer service and support.  She was brought onboard in 2016 to assist with the growing business and appreciates being part of the Witt Financial team.

She was delighted to “drop anchor” in Crossville ten years ago and integrate into the retirement community of Fairfield Glade.   A twenty-year career in the U.S. Navy afforded her the opportunity to travel and she has excellent rapport with the many clients who are veterans.   Although a native Floridian, she earned a Bachelor of Science degree from the University of Tennessee and feels she has come home once more.

She enjoys hiking, tennis, traveling, and getting together with friends for games and fun.  She is also active in several volunteer organizations, to include the Fairfield Glade Hospice Auxiliary, the Upper Cumberland Chapter of the Military Officers Association of America, Celtic Circle, and the Friends of Cumberland Mountain State Park.