Our Story

We offer Comprehensive Wealth Management with a focus on Financial Planning.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • 401(k) Rollovers
  • Wealth Management3
  • Estate Planning Strategies4
  • 529 Plans5
  • Alternative Investments6
  • Annuities7
  • Asset Management8
  • Certificates of Deposit9
  • Endowments and Foundations10
  • Exchange Traded Funds11
  • Executive Financial Services12
  • Fixed Income13
  • Lending Products
  • Life Insurance14
  • Long Term Care Insurance15
  • Municipal Bonds16
  • Philanthropic Services
  • Planning for Education Funding17
  • Professional Portfolio Management18
  • Qualified Retirement Plans19
  • Trust Accounts20
  • UGMA/UTMA21
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

What should you ask when choosing a Financial Advisor?

Before establishing a relationship with a financial planner you will want to make sure they’re the right match for you and exhibit key traits of a good advisor. Here are 10 important questions developed by The CFP® Board to ask before selecting a financial planner and our Answers to those questions.
  • Regardless of what stage your life is in-moving ahead in your career, enjoying retirement or somewhere in between-we can help you achieve your financial goals.
    Do you want to purchase a vacation home, fund your children's or grandchildren's education, spend your retirement as you've dreamed-or all of the above? Together,
    we can create a personalized wealth management strategy to help you prepare for a successful financial future.
  • Our Service Sets us apart
    Annual 360 degree Review (Investments, Estate Planning, Liabilities, Risk, Family concerns)
    Annual In-person Plan/Portfolio Review
    Ongoing Financial Plan and Portfolio Management
    Investment allocation aligned with the client’s goals
    Quarterly telephone/web conference Plan/Portfolio Review
    External Asset Management
    Monthly Newsletter
    Exclusive access to Client events throughout the year
    Online and Smartphone account access
    OneView -See all of your accounts in one place with one sign-in
    Calculate & Distribute annual Required Minimum Distributions
    Pension & Social Security Review
    Consultation/Cooperation with your Tax and Estate Professionals
    Immediate access to a member of the Tennessee Valley Team
  • Our Convictions
    Asset PRESERVATION is paramount

    Comprehensive Planning is essential

    Fair compensation (Fee Based vs Commissions)

    Asset Allocation methodology

    Process over products

    Honesty, Integrity, Loyalty…..Do the right thing.

    Listening and Understanding

    Relationships Matter

Community Involvement

Knox Area Rescue Ministries - Restoring Lives in Jesus' Name

Second Harvest Food Bank - Together We Can Solve Hunger

Compassion International - A Christian humanitarian aid child sponsorship organization dedicated to the long-term development of children living in poverty around the world.

Cedar Springs Presbyterian - Our Mission is to respond to God's love by following Jesus: in loving God, loving one another, and serving the world.

the Church at Knoxville - We exist to make Jesus known, and enjoy Him forever.

Walnut Grove Baptist Church - Grace and Forgiveness Practiced Here

Girls, Inc. of Oak Ridge and Knoxville - Inspiring all girls to be strong, smart, and bold

H.A.B.I.T. (Human Animal Bond in Tennessee) - Supporting the Unbreakable Bonds between People and Pets. HABIT sponsors programs for pet visitation for nursing homes, retirement centers, mental health centers, residences for children with special needs, rehabilitation facilities, hospital settings, and more.

Young Life - We think the world of kids. We believe that they deserve to know what life can hold for them.

West Knoxville Kiwanis - Randy served as a past President for the West Knoxville Chapter.

    Location

    1111 Northshore Dr
    Suite N 160
    Knoxville, TN 37919
    Direct:
    (865) 330-0742(865) 330-0742

    Meet The Tennessee Valley Group

    About Me

    Randy has been in financial services since 1977. He holds the ChFC®, CLU® and CIMA® designations as well as the BA degree from DePaul University.

    He enjoys reading, cooking oil painting and banjo picking. He lives with his wife PJ whom he married in 1979. He has lived in Wisconsin, California, Illinois and his favorite, East Tennessee. Randy and PJ enjoy spoiling their Maine Coon cat, Gabriel.

    Their primary residence is in Lenoir City and they love their weekends in Fairfield Glade, TN where the people and topography are so enjoyable.

    His passion in business is putting people at ease about their financial future so they can enjoy it.

     

    Randy K. Halvorsen, CIMA®, ChFC®
    Senior Vice President
    Senior Investment Management Consultant
    Financial Advisor
    Securities Agent: AL, CA, CO, CT, FL, GA, HI, IL, KY, MD, MN, NC, OH, PA, SC, TN, TX, VA, WI, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1447642

    About Me

    I have several passions in my life, none more important than my family.  I have a beautiful wife and best friend, Becka, and two wonderful daughters, Reese and Reagan.  When we are not traveling for our girls’ athletics teams (FC Alliance Soccer, Basketball, Volleyball, Track… to name a few), much of our time is spent in service to our Church and the community of Knoxville.  When we do get a moment of rest, I enjoy traveling, golf, tennis, basketball, CrossFit, scuba diving, skiing, or simply spending time with our Great Dane, Jasmine, and Goldendoodle, Huck.  

    I feel so blessed every day to wake up and serve our clients as a part of the Tennessee Valley Group at Morgan Stanley.  Having worked in this industry since 2002, I offer clients a seasoned professional who is competent to assist you in making life changing financial decisions.

    Before graduating from East Tennessee State University with a Bachelor of Business Administration focusing on Finance, I spent much of my energy in serving as a part of Young Life, a ministry focused on impacting High School students.  Through this experience I found a deeper understanding and appreciation of individuals’ beliefs, values, and motivations.  Ultimately, I came to understand just how important relationships are in our lives.  That understanding continues to motivate me today. 

    By combining my knowledge of finance, statistics, investment planning, and a desire to help people live more meaningful lives, I have been able to accomplish many of my professional and personal goals.  My professional credentials include First Vice President-Wealth Management, CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Investment Management Analyst®, a designation obtained through a partnership between Morgan Stanley and the Wharton Business School at The University of Pennsylvania and The University of Chicago Booth School of Business.

    Corey W. Wilson, CFP®, CIMA®
    First Vice President
    Financial Advisor
    Securities Agent: AL, CA, CO, CT, FL, GA, HI, IL, KY, MD, MN, NC, OH, PA, SC, TN, TX, VA, WI, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1274470

    About Me

    When I am not at work I am with family. My husband, Larry and I enjoy traveling to places we haven't experienced before alone and also with our family Between the two of us we have four boys; Andy, Dave, Tony, and Matthew and three beautiful daughters-in-law, Jennifer, Lauren, and DeeAnne. Our pride and joys at this time of our life is our six grandchildren, Lexi (16), Adam (8), Preston (17), Peyton (13), Reese (5), and Zoey (3) They all give us so much joy and we love watching them find their passions in life. We find ourselves watching basketball, baseball, football, or soccer games most weekends and absolutely love it. 3I am also passionate in my faith and love attending and serving in my church

    I started working in the financial industry in 1993 and have had many rewarding years serving clients and helping then to achieve their goals3 Getting to know wonderful people and building strong relationships is certainly the best part of my job!3 I have 25 years of experience and hold the Series 7 and 63 securities licenses I learned early in my career focusing on my strengths of administration and client relations were key to enjoying my job and being happy in life

    Vicki Mason
    Senior Registered Associate
    From Our Team

    See Your Complete Financial Picture


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
    Learn more about The Simple Six-Step Retirement Checkup

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Why Financial Fitness is One of the Easier Resolutions You Can Make

    Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
    Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.
    Learn more about Financial Transition: A Guide for Women

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.
    Learn more about 6 Keys to Building a Startup

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
    Learn more about A New Roadmap for Mission Alignment

    More from Morgan Stanley

    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Ready to start a conversation? Contact The Tennessee Valley Group today.
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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    9CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    11An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    12Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    13Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    15Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    16Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    17Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    18Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    19Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    20Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    21Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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