AVERY OAKS, JD, MBA
Avery Oaks is an attorney and an investment advisor representative in Nashville, Tennessee. Mr. Oaks was originally born in Knoxville, Tennessee, and raised nearby in the city of Clinton. He earned his bachelor’s degree in Kinesiology and Criminology at the University of Tennessee, Knoxville. Then, he completed his Juris Doctorate and Master of Business Administration degrees at the University of Memphis.
Mr. Oaks graduated from law school in the top 15% of his class, earning multiple awards for excellence in the classroom. During his third year of law school, he worked as a law clerk to the Honorable Judge Kathleen N. Gomes in Division 1 of the Shelby County Probate Court. There, Mr. Oaks learned the Tennessee probate process from one of the most knowledgeable probate judges in Tennessee. This experience has uniquely equipped him to handle all client matters in this area of the law, including: estate planning, estate administration, guardianships, and conservatorships. Dealing with the loss of a loved one is never easy, but Mr. Oaks will always do his best to help his clients move quickly and efficiently through that difficult process.
Upon admission to the Tennessee Bar, Mr. Oaks joined Brazil Clark, PLLC. Primarily, Mr. Oaks focuses his legal practice on corporate law and estate planning. Since joining the firm, he has advised business owners and farmers in the hemp sphere. Mr. Oaks has also helped many of his clients proactively plan for their family's future by constructing a bullet-proof estate plan that allows them to rest easy knowing their loved ones will be taken care of.
In 2020, Mr. Oaks joined Valor Financial Services as an investment advisor representative. Currently, Mr. Oaks manages over $1 million in assets among numerous households. Mr. Oaks has helped his clients save for retirement, as well as set up education savings accounts to plan for the costs of their children's college or technical-skills training. Mr. Oaks prides himself on providing his clients with peace of mind, knowing their investments are professionally managed. He is here to act in his clients best interest when investing for their future. Mr. Oaks and his clients collaborate to grow their savings responsibly, while avoiding unnecessary taxes and fees.