Jackson Branch Office

Bobby Hearn is an esteemed financial professional with an outstanding thirty-year track record in the financial services industry. As a lifelong resident of Jackson Tennessee and a graduate of the University of Tennessee at Knoxville, Bobby has established himself as a leading financial advisor in the Jackson market. For the past fifteen years, Bobby has served as a Vice President and Financial Advisor at Morgan Stanley, where he has provided dedicated financial guidance to established families.

Bobby's experience in portfolio management has helped enable his clients to create a family legacy that can be passed on to future generations. He works closely with his clients' estate planners and tax advisors to develop customized investment strategies that align with their unique goals and objectives. Additionally, Bobby can help develop and administer tailored financial plans for his clients in an effort to ensure that their long-term financial objectives are met.

In recognition of his exemplary leadership and financial acumen, Bobby was recently appointed Branch Manager of the local Morgan Stanley branch located at 1382 Union University Drive in Jackson Tennessee. As a skilled manager and accomplished financial professional, Bobby is committed to providing exceptional service to his clients and helping ensure that their financial needs are met with the highest level of professionalism and integrity.

Joshua Wallen is a dedicated Branch Administrator at Morgan Stanley, with a strong aspiration to become a financial advisor. His background is a blend of business development, operations, and leadership experience gained from both corporate and academic settings. Joshua has interned with notable companies such as Boeing, Pilot Flying J, Nolan Transportation Group, and Palmetto Corporation. He earned his bachelor’s degree from The Citadel – The Military College of South Carolina - where he played Division I tennis, graduated with top honors, and was a member of the Honors College. He later attended the University of Tennessee where he earned his MBA from the Haslam College of Business. Joshua is fully licensed having passed the SIE, Series 7, and Series 66 exams.

Joshua's interest in the financial services industry was sparked during graduate school, where he was drawn to the challenge and rigor of advanced finance courses. He found great satisfaction in applying financial concepts to real-world scenarios and helping individuals and businesses achieve their goals through strategic planning. This academic passion, combined with his background in business development and leadership, naturally led him toward a career in wealth management.

In addition to his professional pursuits, Joshua is committed to his community. He has coordinated his branch's volunteer partnership with Second Harvest Food Bank of East Tennessee, organizing donation drives and volunteer events.

Originally from Myrtle Beach, South Carolina, Joshua values faith, family, and meaningful relationships. He enjoys traveling, outdoor activities such as fishing, tennis, and basketball, and spending quality time with friends and loved ones. He is also an avid college sports fan, especially when it comes to Tennessee athletics.