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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
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.
Ryan Barber (CRD# 4844694) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 19 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.
Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 30 years of experience in the finance industry. Lawrence Barnard 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.
Beverly Barnes (CRD# 4630122) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 21 years of experience in the finance industry.
Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 15 years of experience in the finance industry. Bradley Barnes 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.
Laquela Barnett (CRD# 6283189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 8 years of experience in the finance industry.