What is the Difference?

Finance, Legal, Videos

written by
Chad A. Cardwell, LL.M.

What’s the difference between a Financial Advisor and an Estate Planner?

Just as you have a team of experts in various fields when it comes to your physical health, you also should have a team of experts to assist you in maintaining your financial health. In this segment, we identify two members of your financial health team, and explore how they interact to meet your goals and objectives.


This content is provided for our clients, advisors, friends and other interested readers for informational purposes only. The contents of this article do not constitute legal advice and do not necessarily reflect the opinions of the firm or any of its attorneys or clients. This article provides general information, which may or may not be correct, complete or current at the time of reading. The content is not intended to be used as a substitute for specific legal advice or opinions. No recipients of content from this article should act or refrain from acting on the basis of content of the article without seeking appropriate legal advice or other professional counseling. The author expressly disclaims all liability relating to actions taken or not taken based on any or all contents of the article.

Guest Blogger

Chad A. Cardwell

  Chad A. Cardwell, LL.M. is an Estate Planning Lawyer based in Memphis, TN. Chad believes in helping clients through processes that can be challenging by giving each matter personal attention, providing sound legal information and having open communication with every client. He has dedicated his career to practicing exclusively in the area of estate planning since 2008. Chad was admitted to practice before the Supreme Court of Tennessee in 2007 and the United States Tax Court in 2008, and holds the distinction of being an Accredited Estate Planner® designee by the National Association of Estate Planners and Councils.

Chad practices as a part of the firm Peppel, Grice and Palazzolo, P.C. 


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