Broker Check

501 Lafayette Drive
Oak Ridge, TN 37830

Y12 Investment Partners

865-482-4301

 

Our Team

At Y12 Investment Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Career I began my career in banking in the early 1990’s- My career goal was to have the knowledge and capacity to assist members/clients with t financial solutions to potentially accomplish financial objectives. . Knowing there...

Read more

Lacie Baker

Program Coordinator

865-482-4301

865-220-8424

Coming Soon

Read more

Mitzi Watt

Registered Representative

865-481-4964

865-220-8424

I have been providing financial services in the East Tennessee area since 2010.  I have developed a highly personalized approach with members, establishing trust and focusing upon your unique interest and circumstances.  

Read more