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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Nancy Bach (CRD# 2965514) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 24 years of experience in the finance industry.
David Bachman (CRD# 2282284) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 31 years of experience in the finance industry.
Matthew Bader (CRD# 5708919) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 12 years of experience in the finance industry. Matthew Bader has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Bahan (CRD# 4228600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 23 years of experience in the finance industry.
James Baker (CRD# 2850941) is an Investment Advisor Representative working at Tranquility Partners, LLC in Brentwood, TN and has over 22 years of experience in the finance industry.
Our Clients are at the center of everything we do. College funding, taxes, retirement planning, investments, estate planning, cash flow analysis - every aspect of your wealth profile will be analyzed with the end result culminating in a financial plan mated to a recommended investment program.
We coordinate the areas of Financial Planning and Asset Management into a single solution. We view the two as inseparable components of a successful financial life, and are committed to helping you simplify, strengthen and grow your wealth.
Our mission is to enable our clients to achieve their goals...
Franklin Ballard (CRD# 5298226) is an Investment Advisor Representative working at Edward Jones in Nashville, TN and has over 16 years of experience in the finance industry.
Jasper Baptist (CRD# 6177512) is an Investment Advisor Representative working at Primerica Advisors in Madison, TN and has over 10 years of experience in the finance industry.
Heather Barbour (CRD# 4185547) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 17 years of experience in the finance industry.
Jimmy Barker (CRD# 2367421) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 30 years of experience in the finance industry.