Top Financial Advisors in Greater Nashville Area
Elisa Hill
VP, Business Development
Greater Nashville Area
VP, Business Development
Sales Representative
Healthcare Account Representative/Document Solutions Specialist
Internet Sales & Marketing
Patient Sales Representative
Marketing co-chair
Financial Advisor
The University of North Dakota
Recommendations: 13
Account Management
Sales
Sales Process
Cold Calling
New Business Development
B2B
Management
Negotiation
e****[email protected]
Chris Baumgartner
Senior Director- Sales Innovation
Greater Nashville Area
Senior Director- Sales Innovation
Director of Sales- Southeast
Associate Director of Hospital Operations
Associate Director Field Training
Hospital Division Manager
District Manager
Regional Training Manager
Sales Representative
Financial Advisor
Harvard Business School
University of Florida
Austin Peay State University
Recommendations: 11
Leadership
Cross-functional Team Leadership
Strategy
Strategic Planning
Product Launch
Sales
Training
Sales Operations
c****[email protected]
Joel Marler
Contract: Corporate Payroll Manager
Greater Nashville Area
Contract: Corporate Payroll Manager
Director of Payroll Processing
Payroll Director
Accounting Manager - Payroll
Corporate Payroll Manager
Corporate Controller
Financial Advisor
Payroll/HR Manager
Pepperdine University, The George L. Graziadio School of Business and Management
Modesto Junior College
Modesto Junior College
Recommendations: 11
ADP PayExper
ezLabor
Process Improvement
Oracle
Peachtree
Quickbooks
Microsoft Office
ADP PCPW
j****[email protected]
Taylor LaGrange
Field Development Specialist
Greater Nashville Area
Field Development Specialist
Sales Representative
Owner
Financial Planner
Financial Advisor
Western Kentucky University
Franklin High School
Recommendations: 11
Insurance
Fixed Annuities
Life Insurance
Retirement Planning
Disability Insurance
Retirement
Property & Casualty Insurance
Term Life Insurance
t****[email protected]
David Benskin
Financial Advisor
Greater Nashville Area
Financial Advisor
Private Wealth Advisor
First Vice President - Investments
University of Tennessee-Knoxville
University of Pennsylvania - The Wharton School
Recommendations: 7
Investments
Portfolio Management
Financial Services
Financial Advisory
Entrepreneurship
Wealth
Business Strategy
Cloud Computing
d*****@wealthaccess.com
d****[email protected]
Scott Frasier
Chiropractor
Greater Nashville Area
Chiropractor
Chiropractic Physician
UM Committee
Financial Services Representative
Financial Advisor
Logan College of Chiropractic
St. John Fisher College
St. Joseph's Collegiate Institute
Recommendations: 7
Healthcare
Chiropractic
Pain Management
Spine
Wellness
Physical Therapy
Injury
Treatment
f****[email protected]
Amani Murph, MBA
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Advisor
Internal Wholesaler - Annuities
Board of Directors
Financial Services Representative
Business Development Consultant
Managing Partner
Financial Advisor Assistant
Financial Advisor POA
Operations Manager
Tennessee State University
Tennessee State University
Recommendations: 6
Sales
Mutual Funds
Project Planning
Finance
Marketing
Time Management
Retirement
Fixed Annuities
a*****@method58.com
a****[email protected]
Trip Bennett
Business Development Manager
Greater Nashville Area
Business Development Manager
Sports Marketing Director
National Sales Executive
National Sales Executive
Financial Advisor
National Sales Manager
Sales Manager
Sales Executive
Sales
Vanderbilt University
MBA
Recommendations: 6
Telecommunications
Payment Industry
Sales Management
New Business Development
Direct Sales
Contract Negotiations
Solution Selling
Strategic Partnerships
t****[email protected]
Elizabeth (Spina) Swiech
Group Director, Strategy- Infiniti
Greater Nashville Area
Group Director, Strategy- Infiniti
Associate Director, Digital Strategy
Digital Strategy & Activation Supervisor
Media Planner
Assistant Planner
Account Coordinator
Financial Advisor Planning Assistant
Production Operation & Customer Relations Co-op
Western Michigan University
Recommendations: 5
Digital Media
Strategic Planning
Digital Strategy
Digital Video
Data Analysis
Strategic Analysis
Mobile Marketing
New Media
e****[email protected]
Marla Telfair
Sales Manager
Greater Nashville Area
Sales Manager
Mortgage Loan Officer
Mortgage Loan Officer
Sales Manager/ Realtor with Crown Communities
Financial Advisor
Leadership Augusta
University of South Carolina-Aiken
Recommendations: 5
Sales Management
Sales Presentations
Customer Service
Multi Tasking
Training
Business Development
Getting The Job Done
Solid computer skills
m****[email protected]
James Story
CEO
Greater Nashville Area
CEO
Financial Advisor | Employee Benefit Consultant
Co-founder & President
University of Mississippi - School of Business Administration
Recommendations: 4
j****[email protected]
j****[email protected]
Howard Crockett III, CMFC, CLTC
Regional VP
Greater Nashville Area
Regional VP
Regional VP
RBD Wholesaler
Regional VP
National Sales Trainer
Internal Wholesaler New York Wirehouse
Financial Advisor
AT Private Wealth
VP Sales Manager
State University of New York - System
Amityville
Recommendations: 4
Series 7
Series 66
Public Speaking
Conflict Resolution
Time Management
Investments
Financial Advisory
Mutual Funds
h****[email protected]
Dominic Parente
General Manager
Greater Nashville Area
General Manager
Financial Advisor, CRPC (Chartered Retirement Planning Counselor)
Existing Customer Opportunity Manager
Corporate Account Manager
Personal Systems Group Enterprise Account Manager
Personal Systems Group
Product Specialist
Business Development Manager
Client Specialist
Inside Sales and Purchasing Manager
Corporate Sales Support
Parts Specialist / Dealer Account Manager / International Sales Manager
University of Toledo
University of Toledo
Recommendations: 2
HP
Account Management
Computer Hardware
Outlook
RFP
Compaq
Siebel
Microsoft Office
d****[email protected]
Dean Toscano
Registered Financial Advisor
Greater Nashville Area
Registered Financial Advisor
Financial Advisor
Sales Executive
Surgical Urology Representative
Account Executive
District Sales Mgr
Associate Partner
Head Minister
University of North Carolina-Charlotte
Recommendations: 2
Customer Service
Sales Operations
Public Speaking
Forecasting
Medical Devices
Sales
Selling
Leadership
d****[email protected]
Price Rainer
Senior Analyst, Litigation, Valuation, Mergers & Acquisitions
Greater Nashville Area
Senior Analyst, Litigation, Valuation, Mergers & Acquisitions
Sourcing Analyst – Corporate Procurement (Infusion MBA Leadership Development Program)
Infusion Intern - Corporate Procurement
Marketing Consultant
Communications Coordinator
Nashville Chapter Director
Office Manager for Retirement Plan Specialist
Koch Summer Fellow
Financial Advisor Intern
Washington University in St. Louis - Olin Business School
Belmont University
Recommendations: 2
Strategic Communications
Leadership
Fundraising
Strategy
Social Media
Event Planning
Proposal Writing
Marketing Research
p****[email protected]
Caleb Shrum
Employee Benefits Advisor
Greater Nashville Area
Employee Benefits Advisor
Financial Advisor
Western Kentucky University
Union University
Davidson Academy
Recommendations: 1
Affordable Care Act
Employee Benefits
Consumer Driven Healthcare
Executive Benefit Strategies
Self Funding
Captives
Health Savings Accounts
Finance
Randall Edwards
Sales Growth Representative
Greater Nashville Area
Sales Growth Representative
Account Executive
Owner/Operator
Medical Sales Representative
Pharmaceutical Sales Representative
Medical Sales Representative
Financial Advisor
The University of Tennessee at Chattanooga
University of Chattanooga
Recommendations: 1
Sales
Management
Strategic Planning
Contract Negotiation
Recruiting
Customer Service
Key Account Management
Product Development
e****[email protected]
Jeff Drott
Managing Director
Greater Nashville Area
Managing Director
Managing Principal
Vice President
VP of Capital Markets
VP of Business Development
Financial Advisor
Financial Advisor
University of Michigan
Recommendations: 1
j****[email protected]
j****[email protected]
Lindsay Hanley, CRPS
Financial Advisor
Greater Nashville Area
Financial Advisor
Regional 401(k)/Retirement Plan Sales Director
New Business Consultant
Regional Director of Sales
Regional Vice President
Consultant
Financial Advisor
College for Financial Planning
Roger Williams University
Recommendations: 1
Defined Contribution
Defined Benefit
Series 7
Investments
Pensions
Mutual Funds
Retirement
401k
l****[email protected]
Jim Wilford
Equity Plan Advisory Services - Service Manager
Greater Nashville Area
Equity Plan Advisory Services - Service Manager
Senior Associate
Equity Plan Advisory Services
Financial Advisor
Recommendations: 1
Equities
Series 7
Financial Services
Securities
Mutual Funds
Wealth Management
Risk Management
Series 63
j****[email protected]
Jessica Jung
Partner - Wealth Advisor
Greater Nashville Area
Partner - Wealth Advisor
Vice President - Wealth Advisor
Associate Vice President - Financial Advisor
Financial Consultant
Financial Advisor
Vanderbilt University
Oklahoma School of Science and Mathematics
Recommendations: 0
Series 7
Wealth Management
Investment Advisory
Estate Planning
Retirement Planning
Series 63
Mutual Funds
Investments
j****[email protected]
Jerry Berg, AIF®
Regional Vice President, Retirement Plan Counselor
Greater Nashville Area
Regional Vice President, Retirement Plan Counselor
Divisional Wholesaler
Relationship Manager
Financial Advisor
University of Evansville
Harlaxton College
Recommendations: 0
Retirement Planning
Series 7
FINRA
Financial Planners
Insurance
Finance
Mutual Funds
Series 63
j****[email protected]
Patrick J. Conger
Financial Advisor
Greater Nashville Area
Financial Advisor
Vice President
Financial Advisor
Financial Advisor
Audit and Assurance Services
Belmont University - Jack C. Massey Graduate School of Business
College for Financial Planning
Trevecca Nazarene University
Recommendations: 0
Wealth Management
Asset Allocation
Retirement Planning
College Education Planning
Mutual Funds
Securities
Municipal Bonds
Disability Insurance
p****[email protected]
John Wade, CFP
Senior Vice President - Financial Advisor
Greater Nashville Area
Senior Vice President - Financial Advisor
Certified Financial Planner
Vice President Financial Planning
Manager
Metropolitan State University of Denver
Union University
Recommendations: 0
Strategic Financial...
Wealth Management
Investments
Portfolio Management
Financial Advisory
Wealth
Retirement Planning
Investment Advisory
j*****@wundernet.com
Suzanne Nelson, CFP®
Financial Advisor
Greater Nashville Area
Financial Advisor
University of Tennessee-Knoxville
Ezell Harding Christian School
Recommendations: 0
Retirement Planning
Mutual Funds
Strategic Financial Planning
Finance
Series 7
Investments
Fixed Annuities
Financial Planning
s****[email protected]
Jordan Voss
Financial Advisor
Greater Nashville Area
Financial Advisor
University of Kentucky
DePauw University
Recommendations: 0
Financial Analysis
Financial Modeling
Corporate Finance
Valuation
Finance
Forecasting
Process Improvement
Data Analysis
j****[email protected]
Lauren Law Oschman
Financial Advisor
Greater Nashville Area
Financial Advisor
Vanderbilt University
Recommendations: 0
Independent Financial Advice
Contract Negotiation
Retirement Planning
Investments
Asset Protection
Debt Management
401k
403b
l****[email protected]
Dan Anderson
Associate Vice President
Greater Nashville Area
Associate Vice President
Financial Advisor
Senior Vice President
Northwestern University - Kellogg School of Management
North Park University
Recommendations: 0
d****[email protected]
d****[email protected]
Shawn Johnson, MSF
Financial Advisor
Greater Nashville Area
Financial Advisor
Classmate
Sr District Executive
College of Financial Planning
College of Financial Planning
College of Financial Planning
College of Financial Planning
College of Financial Planning
Jacksonville State University
Clarkston high school
Recommendations: 0
14 years of experience
Financial Planning
AAMS
Series 7
Uniform Combined State Law
401k Rollovers
Fixed Annuities
Saving for Education
s****[email protected]
Maria Amado
Partner
Greater Nashville Area
Partner
Retirement and Benefit Consultant
Financial Advisor
Guntersville High School
Jacksonville State University
Recommendations: 0
Retirement Plan...
Executive Benefits
Retirement
Retirement Planning
Wealth Management
Wealth Transfer
Financial Planning
Investment Advisory
m*****@agfinancialmgt.com
jeremie papin
Senior Vice President Finance, Nissan North America
Greater Nashville Area
Senior Vice President Finance, Nissan North America
VP, Group Strategy and Business Development
Financial Advisor, Alliance CEO Office
Lehman Brothers
Vice Chairman, Nissan North America
Equity analyst
Senior Equity Research Analyst
Sciences Po
Harvard Business School
Université Paris Nanterre
Recommendations: 0
Management
Stratégie
Finance d'entreprise
Planification stratégique
Modélisation financière
Analyse financière
j****[email protected]
Billy Ray Caldwell
President
Greater Nashville Area
President
President
Financial Advisor
Financial Advisor
Duke University School of Law
Vanderbilt University
London School of Economics and Political Science, U. of London
Recommendations: 0
b****[email protected]
Barrington Gist
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Service Specialist
Tennessee State University
University of Mississippi
Recommendations: 0
b****[email protected]
Brad Mehaffey
National Sales Manager
Greater Nashville Area
National Sales Manager
National Sales Representative
Territory Sales Rep
Financial Services Rep
Financial Advisor
FPU Church Advisor
Freed-Hardeman University
Recommendations: 0
Apparel
Sales
B2B
Cold Calling
Account Management
Merchandising
Sales Process
Sales Operations
b****[email protected]
Nick Gerstle
Financial Advisor
Greater Nashville Area
Financial Advisor
Loyola University Chicago
Vanderbilt University
Recommendations: 0
n****[email protected]
Bret Robbe
Financial Advisor
Greater Nashville Area
Financial Advisor
Director of Field Partnerships/ North America and International
Trust Officer
Director of Leadership and Adult Publishing
Board of Directors for two different Chambers
Various Management Positions in the Non-Profit Sector
BS, Masters, Post Grad, Preliminary MBA Work
Recommendations: 0
Leadership
Publishing
Public Speaking
Nonprofits
Management
Fundraising
Strategic Planning
Training
b****[email protected]
b****[email protected]
Nathan Sensing
Finance Business Partner
Greater Nashville Area
Finance Business Partner
Senior Analyst- The Resource Group
Business Analysis Intern
Financial Planning & Analysis Intern
Internal Auditor
Certified Financial Advisor
Intern
Vanderbilt University - Owen Graduate School of Management
Lipscomb University
The University of Georgia
Montgomery Bell Academy
Recommendations: 0
Financial Modeling
Forecasting
Business Analysis
Analysis
Valuation
Strategy
Budgets
Portfolio Management
n****[email protected]
Christopher Otillio, CRPC
Financial Consultant
Greater Nashville Area
Financial Consultant
Contract Attorney
Financial Advisor
Consultant, Corporate Legal Exchange
Legislative Director/Counsel
Legislative Assistant/Counsel
Louisiana State University, Paul M. Hebert Law Center
Auburn University
Recommendations: 0
c****[email protected]
Misty Petak
Financial Advisor
Greater Nashville Area
Financial Advisor
Director of Client Relations
Director of Technology / Technology Coach
Director of Training / Business Activity Coach
Instructor of Mathematics
Graduate Student Instructor, Mathematics
Clemson University
Clemson University
AC Reynolds High School
Recommendations: 0
m****[email protected]
Tom Janney, CPA
President \ CEO
Greater Nashville Area
President \ CEO
Financial Advisor
Accountant
Staff Accountant
University of Tennessee-Knoxville
DeKalb County High School
Recommendations: 0
Tax Returns
Income Tax
Accounting
QuickBooks
Corporate Tax
Bookkeeping
CPA
Financial Reporting
t*****@teamcpa.net
Chace Herndon
Business Development Director
Greater Nashville Area
Business Development Director
Vice President
Registered Representative
Financial Advisor
Pharmaceutical Sales Representative
University of Mississippi
Recommendations: 0
SBA
Trading
Small Business Lending
Business Development
Finance
Series 63
Commercial Lending
Management
c****[email protected]
c****[email protected]
Brady Adams
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Advisor
Associate
University of Tennessee-Knoxville
Recommendations: 0
b****[email protected]
Mark Zinder
President, Owner
Greater Nashville Area
President, Owner
Senior Vice President, Wholesaler & National Spokesman
Financial Advisor and Wholesaler
University of South Alabama
Recommendations: 0
Training
Public Speaking
Investments
Mutual Funds
Coaching
Insurance
Retirement
Equities
m*****@markzinder.com
Blake Pyron
Division Finance Manager
Greater Nashville Area
Division Finance Manager
Senior Financial Analyst
Division Financial Analyst
Senior Financial Analyst
Financial Analyst II
Financial Analyst I
Associate Accountant
Financial Advisor Intern
University of Tennessee-Knoxville - College of Business Administration
University of Tennessee-Knoxville - College of Business Administration
Recommendations: 0
Ad Hoc Reporting
Financial Analysis
Variance Analysis
Microsoft Office 2007
Budgeting
Forecasting
Financial Modeling
DCF
b****[email protected]
b****[email protected]
Langley Granbery
Associate
Greater Nashville Area
Associate
Private Financial Advisor
Vanderbilt University
Recommendations: 0
Retirement Planning
Financial Analysis
Alternative Investments
Estate Planning
Retirement Plan Consulting
Wealth Management
Portfolio Management
Leadership
l****[email protected]
John Fenderson
Financial Advisor
Greater Nashville Area
Financial Advisor
Consultant
Senior Manager, Forestry Program
Southeast Regional Director
University of Tennessee-Knoxville
Recommendations: 0
Community Outreach
Economics
Policy Analysis
Ecosystem Services
Carbon Accounting
Grant Writing
Strategic Planning
Economic Research
f****[email protected]
Patrick Poling
Senior Vice President, Senior Financial Advisor
Greater Nashville Area
Senior Vice President, Senior Financial Advisor
Industrial Engineer
University of Tennessee
University of Tennessee
University of Tennessee
Recommendations: 0
Asset Management
Cross-functional Team...
Finance
Financial Analysis
Forecasting
Investments
Mutual Funds
Portfolio Management
p****[email protected]
p****[email protected]
Jerry Woods
Vice President
Greater Nashville Area
Vice President
Director-Ignite Business
Senior Vice President and Financial Advisor
Senior Vice President
Principal
Executive Vice President
University of Toledo
University of Toledo
Recommendations: 0
Commercial Lending
Small Business Lending
Loans
SBA
Loan Origination
Commercial Banking
Banking
Credit Analysis
j****[email protected]
Scott Swann, CFP®
Vice President, Financial Advisor
Greater Nashville Area
Vice President, Financial Advisor
CFP®, Fifth Third Securities
Financial Advisor
Financial Advisor
Springfield High School
Western Kentucky University
Recommendations: 0
4****[email protected]
James Lyday
Financial Advisor, Southwestern Investment Group
Greater Nashville Area
Financial Advisor, Southwestern Investment Group
Managing Director, Ridge Retirement Consultants, LLC
Financial Advisor
Senior Vice President, Head of Institutional Retirement Solutions Distribution
SVP, Channel Management and Partner Optimization, Strategic Relationships
Vice President
Managing Director
Vice President
Vice President
Senior Group and Pension Representative
Drake University
University of Delaware
Allianz Global Investors Center for Behavioral Finance
Recommendations: 0
Defined Contribution
Retirement Plan Consulting
Defined Benefit
401k
Wealth Management
Financial Advisory
Retirement Planning
Investment Strategies
j****[email protected]
Tyler Beaudoin
Financial Advisor
Greater Nashville Area
Financial Advisor
Sergeant
University of Tennessee-Knoxville
Mt. Ararat High School
Recommendations: 0
b****[email protected]
Mike Sharpton, CFP®
Financial Advisor and Financial Services Representative
Greater Nashville Area
Financial Advisor and Financial Services Representative
Regional V-P of Sales and Marketing
Belmont University - Jack C. Massey Graduate School of Business
Middle Tennessee State University
Columbia, TN. Central High School
Recommendations: 0
m****[email protected]
Wyatt England
Founder/Executive Vice President
Greater Nashville Area
Founder/Executive Vice President
Business Development Director
Financial Advisor
Ambassador Coordinator
Product Representative
Middle Tennessee State University
Middle Tennessee State University
Recommendations: 0
w*****@mtmail.mtsu.edu
Corey V. Carney, MBA
Financial Advisor
Greater Nashville Area
Financial Advisor
Premier Client Manager
Corporate Stock Options Specialist
Samford University
University of Phoenix - Nashville Campus
Recommendations: 0
Mutual Funds
401k
IRAs
Disability Insurance
Investment Advisory
Series 7
Defined Benefit
Insurance
c****[email protected]
Patrick Custer
Financial Advisor
Greater Nashville Area
Financial Advisor
Admissions Counselor
Coordinator of Volunteer Services
Associate Director
Belmont University
Lee University
Recommendations: 0
Community Outreach
Recruiting
Event Management
Employee Relations
Social Media
Payroll
Volunteer Management
Personnel Management
p****[email protected]
Derek Hamblen
Financial Advisor
Greater Nashville Area
Financial Advisor
Professional Baseball Player
Belmont University
Recommendations: 0
Financial Analysis
Customer Service
Public Speaking
Marketing
Strategic Planning
Team Building
Budgets
h****[email protected]
Sarah Moore, CFP
Associate - Private Bank
Greater Nashville Area
Associate - Private Bank
Financial Advisor
Private Wealth Management Analyst
Account Director (Intern)
DePauw University
Recommendations: 0
s****[email protected]
Bryan Redmon
Business Development Consultant
Greater Nashville Area
Business Development Consultant
Internal Wholesaler
Sales Support Specialist
Financial Advisor
Entrepreneur/Consultant
Recommendations: 0
r****[email protected]
Chirag CIMA®
Vice President, Private Wealth Relationship Manager
Greater Nashville Area
Vice President, Private Wealth Relationship Manager
Senior Financial Analyst- Officer
Financial Advisor
President
University of Pennsylvania - The Wharton School
University of Alabama at Birmingham
University of Alabama at Birmingham
University of Alabama at Birmingham
Sewanee-The University of the South
Recommendations: 0
d****[email protected]
Travis L Simon, ChFC®, CLU®
Field Sales Associate
Greater Nashville Area
Field Sales Associate
Zone Field Liaison-Agency Development Programs
Finanicial Services Trainer
Financial Advisor
Belmont University
Haslam College of Business at the University of Tennessee
Recommendations: 0
t****[email protected]
Trevor Skipper
Owner, Financial Consultant, LPL Registered Principal
Greater Nashville Area
Owner, Financial Consultant, LPL Registered Principal
Financial Advisor
Belmont University
Middle Tennessee State University
Recommendations: 0
Securities
t****[email protected]
Christi Edwards
Executive Director, Portfolio Management Director, Wealth Advisor
Greater Nashville Area
Executive Director, Portfolio Management Director, Wealth Advisor
Financial Advisor
Belmont University
University of Pennsylvania - The Wharton School
Auburn University
University of Pennsylvania - The Wharton School
Recommendations: 0
c****[email protected]
T. Scott Hart
Executive Vice President
Greater Nashville Area
Executive Vice President
Vice President
Financial Advisor
Financial Advisor
Assistant Comptroller
Financial Analyst
Texas A&M University
Breckenridge High School
Recommendations: 0
s****[email protected]
s****[email protected]
Jim Maddux
Financial Advisor
Greater Nashville Area
Financial Advisor
Senior Financial Advisor
Head Men's Soccer Coach
Assistant Men's Soccer Coach
Graduate Assistant Soccer Coach
Lipscomb University
Lipscomb University
Boyd-Buchanan School
Recommendations: 0
Financial Analysis
Series 7
Leadership
Customer Service
Public Speaking
Strategic Planning
m****[email protected]
Rodney Toothman
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Advisor
Various Roles
Recommendations: 0
r****[email protected]
Bryan DeBoes
Sr. Sales Rep
Greater Nashville Area
Sr. Sales Rep
Instructor Liaison
Financial Advisor
Management Assistant
University of Oklahoma
Recommendations: 0
Relationship Building
Strategic Planning
Revenue Cycle Management
Training
Team Building
Sales
Recruiting
Management
b****[email protected]
Michael Shirley, AAMS, LUTCF
Financial Advisor/ Investment Advisor Representative
Greater Nashville Area
Financial Advisor/ Investment Advisor Representative
Financial Advisor
President - Mortgage Banker
Executive Vice-President - Marketing
College of Financial Planning
Evangel University
Life Underwriter Training Council
Recommendations: 0
401k
Fixed Annuities
Business Overhead Expense
Business Continuation Strategies
Buy-Sell Agreements
Buy-Sell Review
Informal Business Valuation
Deferred Compensation Plans
m****[email protected]
Jay L. Hollis, Jr., CRPS®
Vice President, Client Services
Greater Nashville Area
Vice President, Client Services
Financial Advisor
Financial Advisor
Manager, Site Acquisition
Research Analyst
University of Mississippi
Recommendations: 0
j****[email protected]
Brent A McCay
Principal and Branch Manager
Greater Nashville Area
Principal and Branch Manager
Financial Advisor
Credit Manager
Student
Intern
CEO and Owner
Pepperdine University
Recommendations: 0
b****[email protected]
Mike CIC
Insurance Advisor
Greater Nashville Area
Insurance Advisor
Assistant Vice President
Commercial Insurance Producer
Financial Advisor
Sales Representative
Sales Representative
United States Military Academy at West Point
Recommendations: 0
Team Building
Strategic Planning
Sales Management
New Business Development
Leadership
Sales
Cross-functional Team Leadership
Team Leadership
m****[email protected]
m****[email protected]
Brad Barnes, CFP®
Financial Advisor
Greater Nashville Area
Financial Advisor
Campus Intern
University of Tennessee-Knoxville
Recommendations: 0
b****[email protected]
Andrew Quinn, CFP®
Certified Financial Planner
Greater Nashville Area
Certified Financial Planner
Financial Advisor
University of Virginia
Montgomery Bell Academy
Recommendations: 0
g****[email protected]
Philip Benavides, MBA
AVP | Financial Advisor
Greater Nashville Area
AVP | Financial Advisor
Registered Representative
Associate Analyst, Equity Research
Middle Tennessee State University
Middle Tennessee State University
Recommendations: 0
Financial Statement Analysis
Valuation
Microsoft Excel
Management
Series 7
Equity Research Analysis
Series 63
Series 86
p****[email protected]
Daniel K. Cornett
Financial Advisor | Financial Services Representative
Greater Nashville Area
Financial Advisor | Financial Services Representative
Senior Consultant
Personnel Recovery Mission Officer
Senior Operations & Intelligence Advisor
Operations & Intelligence Liaison Officer
Intel / Ops - Various
George Mason University - School of Management
Chaminade University of Honolulu
University of Tennessee-Knoxville
Recommendations: 0
Leadership
Finance
Personnel Recovery
Financial Services
Investment Advisory
d****[email protected]
Terrence Gray
Financial Department Manager
Greater Nashville Area
Financial Department Manager
Assistant Branch Manager
Financial Advisor
Middle Tennessee State University
Recommendations: 0
t****[email protected]
Kelcie Daniels
Financial Advisor
Greater Nashville Area
Financial Advisor
Registered Assistant to Financial Advisor Douglas J Towery
Student-Athlete
AuPair
Program Department Intern
Math Tutor
DePaul University
FHN
Recommendations: 0
Retirement Planning
Investments
Management
Time Management
Retirement
Securities
Financial Analysis
Finance
k****[email protected]
Reid Berry
Financial Advisor
Greater Nashville Area
Financial Advisor
Southern Methodist University
Recommendations: 0
Retirement Planning
Asset Management
Long Term Care Insurance
r****[email protected]
Jacob McKissack
Financial Advisor
Greater Nashville Area
Financial Advisor
Assisant Basketball Coach
Middle Tennessee State University
Martin Methodist College
Recommendations: 0
j****[email protected]
Dave Lambers
Vice President & Financial Advisor
Greater Nashville Area
Vice President & Financial Advisor
Vice President & Financial Advisor
Financial Consultant, AAMS, Registered Investment Advisor Representative
Financial Advisor
Vice President of Sales
National Account Manager
Regional Sales Manager
Business Development Manager
Channel Manager
National Account Manager
Technical Sales Representative
University of Virginia, Darden Graduate School of Business Administration
Columbia University - Columbia Business School
Liberty University
College for Financial Planning
Recommendations: 0
Investment Strategies
Retirement Planning
Asset Management
Wealth Planning
Risk Assessment
Special Needs Planning
Financial advice
Investment Management
d****[email protected]
John E. Mason, MBA
Financial Services Representative, Financial Advisor
Greater Nashville Area
Financial Services Representative, Financial Advisor
Financial Advisor
Affiliate Broker
Human Resources Director
Human Resources Coordinator
First Sergeant
Liberty University
Columbia Southern University
Community College of the Air Force
University of Maryland College Park
Community College of the Air Force
Recommendations: 0
Problem Solving
Income Protection
Education Savings
Mutual Funds
Roth IRA
Traditional IRA
Simple IRA
Long Term Care Insurance
j****[email protected]
William N. Liles, CFP®, CIMA®
Financial Advisor
Greater Nashville Area
Financial Advisor
Adjunct Professor of Finance & Accounting
Financial Advisor
Summer Associate
Consumer Banking
Vanderbilt University - Owen Graduate School of Management
The University of Georgia
University of Delaware
Montgomery Bell Academy
Recommendations: 0
w****[email protected]
Bo Parrish
Portfolio Consultant
Greater Nashville Area
Portfolio Consultant
Author/Platform Speaker/Personal Coach
Vice President, Financial Advisor
Director
Founder
Senior Vice President
Auburn University, College of Business
Franklin Road Academy
Recommendations: 0
Public Speaking
Writing
Consulting
Financial Coaching
Technical Analysis
Investments
Wealth Management
Asset Allocation
b****[email protected]
Josh Luttrell, CFP®
Investment Analyst
Greater Nashville Area
Investment Analyst
Certified Financial Planner (TM)
Financial Advisor
Marketing Research Representative
Western Kentucky University
Boston University
Recommendations: 0
l****[email protected]
Corey Jenkins Sr.
Owner, CEO
Greater Nashville Area
Owner, CEO
Founder, CEO, President
Consultant, House Manager
Intern / Paralegal
Paralegal
Consultant, Vice President of Operations
Managing Partner
Commercial / Residential Loan Officer
Regional Accounts Manager / Co-Owner
Insurance and Financial Advisor
Investment Advisor Associate / Financial Professional
Logistics Manager / Communications Technician
Case Western Reserve University
Kaplan Career Institute
Recommendations: 0
Legal Research
Legal Assistance
Westlaw
Legal Writing
Civil Litigation
Document Review
Pleadings
Litigation Support
c****[email protected]
Eric Berner, CDFA
Financial Advisor
Greater Nashville Area
Financial Advisor
Account Executive
Sales Rep
Operations Manager
Division Manager
Service Center Director
University of Tennessee
Bishop Byrne
Recommendations: 0
e****[email protected]
Taryn Foshee
Financial Advisor
Greater Nashville Area
Financial Advisor
Vanderbilt University
Mississippi State University
Recommendations: 0
t****[email protected]
t****[email protected]
Dave Crouch
Financial Advisor and Registered Principal
Greater Nashville Area
Financial Advisor and Registered Principal
Financial Advisor
Financial Advisor
Investment Vice President
Lipscomb University
Recommendations: 0
Series 7
401k Rollovers
IRAs
Uniform Combined State Law
Investment Advisory
Investments
Retirement Planning
Portfolio Management
d****[email protected]
Moses Mwizerwa
Client Services
Greater Nashville Area
Client Services
Financial Advisor
Agent
Insurance and Financial Advisor
Team leader
Austin Peay State University
Western Kentucky University
Brentwood Academy
Recommendations: 0
Life Insurance
Insurance
Term Life Insurance
Disability Insurance
Retirement
Whole Life
Fixed Annuities
Property & Casualty Insurance
m****[email protected]
Matthew S. Jones
Vice President - Financial Advisor
Greater Nashville Area
Vice President - Financial Advisor
Vice President - Financial Consultant
Registered Representative in Active Trading Division
Financial Advisor
The University of Memphis
Recommendations: 0
Strategic Financial Planning
Retirement Planning
Mutual Funds
Wealth Management
Estate Planning
Trust Services
Investment Advisory
Retirement
m****[email protected]
Leann Cordell
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Advisor
Financial Advisor
Investment Executive
Middle Tennessee State University
Recommendations: 0
j****[email protected]
Karen Kuhlman
Business Development Consultant
Greater Nashville Area
Business Development Consultant
Internal Wholesaler
Financial Advisor
Account Manager
International Programs Manager
Director of Events
Event Director
Promotion Coordinator
Events Assistant
Director of Business Development
Event Coordinator
Asa S. Bushnell Intern - Strategic Marketing & Business Development
Xavier University
The College of William and Mary
Hanover College
Recommendations: 0
Sports
Sports Marketing
Event Management
Event Planning
Sports Management
Social Media
Social Media Marketing
Public Relations
k****[email protected]
k****[email protected]
Tanya Sykes
Financial Advisor Assistant
Greater Nashville Area
Financial Advisor Assistant
Customer Service Representative
Customer Service Representative
Financial Advisor Assistant/Client Service Specialist
Nashville State Community College
Recommendations: 0
Banking
Administrative Office Support
Customer Service
Mac and PC
Social Networking
Articulate Communicator
Cash Handling Experience
Proofreading
t****[email protected]
Dortch Oldham
Agent/Investor
Greater Nashville Area
Agent/Investor
Financial Advisor
Financial Advisor
University of Tennessee-Knoxville - College of Business Administration
Montgomery Bell Academy
Recommendations: 0
Townhomes
First Time Home Buyers
Property
Sellers
Relocation
ABR
Real Property
Buyer Representation
d****[email protected]
LeRoy Bizzell, CRPC
Financial Advisor
Greater Nashville Area
Financial Advisor
Senior Financial Advisor
Haslam College of Business at the University of Tennessee
The McCallie School
Recommendations: 0
Retirement Planning
Series 7
Financial Planning
Wealth Management
401k
Investments
Insurance
Fixed Income
l****[email protected]
l*****@wfgtn.com
Decker Lang
Retirement Education Specialist at Voya Financial®
Greater Nashville Area
Retirement Education Specialist at Voya Financial®
Internal Wholesaler
Investor Relations
Financial Advisor
Sales Representative
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Investments
Portfolio Management
Financial Analysis
Retirement Planning
Financial Planning
Financial Risk
Finance
Wealth Management
d****[email protected]
Gerald S. Castle Jr.
Financial Advisor, Chartered Retirement Benefit Consultant, Corporate Stock Benefit Specialist
Greater Nashville Area
Financial Advisor, Chartered Retirement Benefit Consultant, Corporate Stock Benefit Specialist
Financial Advisor CRPC
The University of Virginia's College at Wise
Abingdon High
Recommendations: 0
Retirement
Customer Service
Leadership
Public Speaking
Marketing
Finance
Strategic Planning
Team Building
j****[email protected]
Ben Rains
Financial Advisor
Greater Nashville Area
Financial Advisor
Financial Representative
Operations
Intern
David Lipscomb University
Recommendations: 0
b****[email protected]
Susan (Billingsley) Collier
Financial Services Representative, Princor Registered Representative, Financial Advisor
Greater Nashville Area
Financial Services Representative, Princor Registered Representative, Financial Advisor
Financial Services Representative
Financial Advisor
CMD Fellowship Coordinator
CMD Fellowship Coordinator
CMD Fellowship Coordinator
CMD Fellowship Coordinator
Nova Southeastern University
Trevecca Nazarene University
Samford University
Fred J. Page Middle & High Schools
Recommendations: 0
Retirement Planning
Financial Services
Fixed Annuities
IRAs
Retirement
Variable Annuities
Series 63
Series 7
s****[email protected]
David Wills
CFP®, Investment Management Consultant
Greater Nashville Area
CFP®, Investment Management Consultant
Vice President, Investments
Financial Advisor
University of Tennessee-Knoxville
Recommendations: 0
d****[email protected]
William G. Taylor III, CFP®
President & CEO
Greater Nashville Area
President & CEO
President & CEO
President & CEO
President & CEO
Financial Advisor
Financial Advisor
Vice President
Vice President
Vice President
Engineer
University of Tennessee-Knoxville
Recommendations: 0
w****[email protected]
