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Certified Financial Planners in Tennessee

Certified Financial Planners in Nashville, TN

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178 results found

Alex Curtis Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Communication Manager • Public Relations Manager • Master of Science • Juris Doctor • Bachelor of Science • Analysts • Clerical Specialist • Judicial Law Clerk • User Interface Designer • Software Developers • Legislator

Experience & Education

Position:
Director at Creators' Freedom Project
Title:
Director, Creators' Freedom Project
Location:
Nashville, Tennessee
Industry:
Online Media
Work history:
Creators' Freedom Project - Nashville, TNDirectorsince Oct 2011Public Knowledge Director of Policy and New MediaOct 2006 - 2011
Skills:
Public Policy, New Media, Non-profits, Blogging, Policy, Government, Coalitions, Legislative...
Languages:
French, Albanian
CFP wants creators to think about their business a..
Full Profile

Dustin Baucom Nashville, TN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Trust Law Attorney • Lawyers • Personnel Specialist • Recruitment • Student Worker • Product Specialist

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Truxton Trust (formerly known as Nashville Bank and Trust)
Title:
Wealth Management at Truxton Trust: Comprehensive Financial Management for High Net Worth Individuals and Families
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Truxton Trust (formerly known as Nashville Bank and Trust) - Greater Nashville AreaCERTIFIED FINANCIAL PLANNER™since Sep 2012Wellness Financial Advisors - Greater Nashville AreaFinancial AdvisorAug 2011 - Aug 2012
Skills:
Financial Analysis, Insurance, Investments, Strategic Financial Planning, Retirement Planning,...
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP® Board of Standards
Full Profile

Ron Mills Nashville, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Tax Partner at Carr, Riggs & Ingram, LLC, Financial Advisor at BPM Financial Advisors, LLC
Title:
Tax Partner at Carr, Riggs & Ingram, LLC
Location:
Greater Nashville Area
Industry:
Accounting
Work history:
Carr, Riggs & Ingram, LLC - Nashville, TennesseeTax Partnersince Oct 2012BPM Financial Advisors, LLC Financial Advisorsince May 2006
Full Profile

Gina Embry Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Manager • Financial Manager • Chief Executive • Operations Manager • Security • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Quest Financial Group, LLC
Title:
CFP & Owner at Quest Financial Group, LLc
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Quest Financial Group, LLC - Murfreesboro, TNOwnersince Jan 2000Jackson & Associates - Nashville, TNCertified Financial PlannerJan 1996 - Dec 1999
Full Profile

Sam Fawaz Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Financial Officer • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Business Administration • Business Administrator • Non-Profit

Experience & Education

Position:
Member at National Association of Personal Financial Advisors, Certified Financial Planner at Y.D....
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
National Association of Personal Financial Advisors Membersince 2007Y.D. Financial Services, Inc. Certified Financial Plannersince Jan 1985
Skills:
Fee-only investment management, tax planning, retirement planning, estate planning, college...
Full Profile

George Boulware Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Securities America, Inc. Member FINRA/SIPC, Professor at Lipscomb...
Title:
Professor and Certified Financial Planner
Location:
Greater Nashville Area
Industry:
Education Management
Work history:
Securities America, Inc. Member FINRA/SIPC - Nashville, TNCertified Financial Plannersince Aug 1983Lipscomb University - College of BusinessProfessorsince Aug 1982
Full Profile

Josh Luttrell Nashville, TN

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Entertainer • Advertising Sales Agent

Experience & Education

Position:
Financial Planner (Candidate for CFP® certification) at TrustCore Financial
Title:
Financial Planner at TrustCore Financial, Inc
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
TrustCore Financial - Brentwood TnFinancial Planner (Candidate for CFP® certification)since Dec 2010National Financial Services Group - Greater Nashville AreaFinancial AdvisorFeb 2010 - Nov 2010
Languages:
Sign Languages
Certifications:
Candidate for CFP® certification, Certified Financial Planner Board of Standards Inc.
Full Profile

David Logan Nashville, TN

Professions & Specialties

Estate Planner • Stock Broker • Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Board Member • Manager • Managing Broker • Partner • Chief Executive • Management Team Executive • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Minister • Clergy

Experience & Education

Position:
Broker/ Owner at SilverPointe Properties-Brentwood
Title:
Broker/ Owner at SilverPointe Properties
Location:
Greater Nashville Area
Industry:
Real Estate
Work history:
SilverPointe Properties-Brentwood Broker/ Ownersince Jul 2000
Skills:
Sellers, Real Estate, First Time Home Buyers, Listings, Residential Homes
Full Profile

Erik Milam Nashville, TN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Representative • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Student Worker

Experience & Education

Position:
Financial Planner at TrustCore Financial
Title:
CERTIFIED FINANCIAL PLANNER(TM), practitioner
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
TrustCore Financial - Greater Nashville AreaFinancial Plannersince Jan 2004Northwestern Mutual - Greater Nashville AreaFinancial Representative InternMay 2003 - Dec 2003
Certifications:
CERTIFIED FINANCIAL PLANNER TM Practitioner, Certified Financial Planner Board of Standards, Inc
Registered Life Planner®, Kinder Institute Of Life Planning
Full Profile

Lee Kraus Nashville, TN

Professions & Specialties

Banker • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Customer Service • Construction Specialist • Construction Laborer

Experience & Education

Position:
Licensed Personal Banker at Fifth Third Bank
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Fifth Third Bank - Murphy Road Financial CenterLicensed Personal Bankersince Jun 2013Fifth Third Bank - Murphy Road, Nashville TNPersonal BankerNov 2011 - Jun 2013
..am looking forward to finishing up the CFP exam by the end of the year
Full Profile

Vance Lahey Nashville, TN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
CERTIFIED FINANCIAL PLANNER™ Professional
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jun 2002
Full Profile

Barry Mccall Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Sales Manager • Region Manager • Operations Manager • Business Administrator • Area Manager • Managers • Sales Executive

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at McCall and Associates/RJFS
Location:
Greater Nashville Area
Industry:
Investment Management
Full Profile

Chris Lynch Nashville, TN

Professions & Specialties

Certified Financial Planner • Estate Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Account Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™, CFP® at Raymond James, Senior Vice President, Investments at Raymond...
Title:
Senior Vice President, Investments at Raymond James
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Raymond James - Nashville TNCERTIFIED FINANCIAL PLANNER™, CFP®since Mar 2013Raymond James Senior Vice President, Investmentssince Sep 2006
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Certified Estate Planner, National Institute of Certified Estate Planners
Full Profile

Lisa Mitchell Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Legal Aide • Paralegal • Hospital Care Professional • Health Professional • Health Practitioner • Supporting Member • Representative • Office Assistant • Team Member • Office Clerk • Clerical Specialist • Sales Person • Sales Representative • Financial Manager • Lawyers • Front Office Receptionist • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Legal Assistant at HCA
Title:
Legal Assistant
Location:
Greater Nashville Area
Industry:
Hospital & Health Care
Work history:
HCA Legal Assistantsince Aug 2010Northwestern Mutual Associate Financial Representative ­ Office Manager - Sales AssistantMay 1990 - May 2010
CFP
Full Profile

Jay Hoover Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Managing Member • Manager • Managing Partner • Chief Executive • Financial Manager • Operations Manager • Partner • Baker • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Manager at Baker Sullivan Hoover PLC
Title:
Managing Member at Baker Sullivan Hoover | CPA CFP PFS
Location:
Greater Nashville Area
Industry:
Accounting
Work history:
Baker Sullivan Hoover PLC Chief Managersince Nov 1999Baker Sullivan Hoover PLC Managing PartnerJun 1990 - Oct 1999
Full Profile

Juliana Kellum Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Manager • Marketing Director • Financial Manager • Chief Executive • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide

Experience & Education

Position:
Marketing Director with the practice of Bruce Gillen, CFP® at Ameriprise Financial Services, Inc.
Title:
Marketing Manager with the practice of Bruce Gillen, CFP at Ameriprise Financial Services, Inc.
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Columbia, TennesseeMarketing Director with the practice of Bruce Gillen, CFP®since Mar 2010Maury County Chamber and Economic Alliance - Columbia, TennesseeAmbassadorJul 2011 - Jan 2013
Full Profile

Nancy Reach Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Office Assistant • Team Member • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Leader • Managers • Chief Executive • Marketing Manager • Sales Person • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Associate at SunTrust Investment Services
Title:
Investment Associate
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
SunTrust Investment Services - Greater Nashville AreaInvestment Associatesince 2011Mantay & Company, an independent agency for Prudential Marketing AssistantOct 2009 - Jul 2010
..clients to set appointments for CFP
Full Profile

Ed Gaw Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
First Vice-President - Certified Financial Planner at Hilliard Lyons
Location:
Greater Nashville Area
Industry:
Investment Management
Work history:
Hilliard Lyons First Vice-President - Certified Financial Planner
Full Profile

Richard Fontenot Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Director of Operations • Co-Owner • Production Manager • Production Director • Operations Manager • Financial Manager • Owner • Chief Executive • Art Manager • Counter Manager • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Operations at BlueCotton, Certified Financial Planner at Journey Financial Management...
Title:
Director of Operations at BlueCotton
Location:
Greater Nashville Area
Industry:
Internet
Work history:
BlueCotton Director of Operationssince Nov 2010Journey Financial Management Certified Financial Planner at Journey Financial Managementsince Apr 2010
Full Profile

James Caperton Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Investment Professionals, Inc.
Location:
Greater Nashville Area
Industry:
Investment Management
Full Profile

Jack Shelton Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Construction • Software Tester • Computer Specialist • Director • Operations Manager • Financial Manager • Senior Manager • Project Managers • Project Engineer • Engineering Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Construction Manager

Experience & Education

Position:
QA/CA at Earl Swensson Associates
Location:
Greater Nashville Area
Industry:
Construction
Work history:
Earl Swensson Associates QA/CAsince Jan 2012The CFP Group, LLC Director of Quality AssuranceSep 2007 - Aug 2011
Full Profile

Clint Pigg Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
DEVELOPMENT & SALES at CFP SELF EMP
Location:
Greater Nashville Area
Industry:
Design
Full Profile

Michael Purifoy Nashville, TN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Wealth Advisor at Southwestern Investment Group
Title:
CPA, CFP®
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Southwestern Investment Group Wealth Advisorsince Oct 2006Ernst & Young Senior Financial AuditorSep 2002 - Nov 2005
Full Profile

Will Borders Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Landmark Financial Advisors
Location:
Greater Nashville Area
Industry:
Investment Management
Full Profile

Edward Gaw Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
First Vice-President - Certified Financial Planner at Hilliard Lyons
Location:
Greater Nashville Area
Industry:
Investment Management
Full Profile

Willie Borders Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Landmark Financial Advisors
Location:
Greater Nashville Area
Industry:
Investment Management
Full Profile

Jason Qualls Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP
Location:
Greater Nashville Area
Industry:
Accounting
Full Profile

Trevor Coe Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Levine Group, Inc. / NFP Advisor Services Group
Title:
Certified Financial Planner
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Levine Group, Inc. / NFP Advisor Services Group - Russellville Ky, Nashville TNCertified Financial Plannersince Oct 2005Midsouth Pension Consultants, LLC - Nashville, TNRetirement Plan AdministratorJan 2002 - Oct 2005
Full Profile

Caitlin Chastain Nashville, TN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Student Worker • Financial Manager • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Financial Aid Student worker at Art Institute, Financial aid work study at Art Institute of...
Title:
Financial Aid Student worker at Art Institute
Location:
Greater Nashville Area
Industry:
Photography
Work history:
Art Institute Financial Aid Student workersince Jul 2010Art Institute of Tennessee nashville Financial aid work studysince Jul 2010
Full Profile

Jennifer Winchell Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Accountant • Certified Public Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper • Financial Manager • Notary • Lawyers • Team Member

Experience & Education

Position:
Senior Accountant, CPA, CFP® at Jim Durham CPA
Title:
Senior Accountant, CPA, CFP®
Location:
Greater Nashville Area
Industry:
Accounting
Work history:
Jim Durham CPA - Greater Nashville AreaSenior Accountant, CPA, CFP®since Mar 2001
Skills:
Tax, Retirement Planning, Accounting, Income Tax
Certifications:
CFP (R), Certified Financial Planner
CPA, Certified Public Accountat
Full Profile

David Howell Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Capital Financial Group, LLC
Title:
Partner/Special Care Planner CFP®, CLU, ChFC, ChSNC at Capital Financial Group
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Capital Financial Group, LLC Partnersince Apr 2005
Full Profile

Rick Brandon Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Advisor • Volunteer • Non-Profit • Operations Manager • Business Administrator • Organization Management • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
CFP at Innovative Financial Group
Location:
Greater Nashville Area
Industry:
Insurance
Work history:
Innovative Financial Group CFPDucks Unlimited - Middle TennesseeRegional Chairman2006 - 2011
Full Profile

Jae Waters Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Wealth Manager at Royal Alliance
Title:
Certified Financial Planner and Wealth Manager
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Royal Alliance - 750 Old Hickory Blvd STE 170 Brentwood, TN 37027Wealth Managersince Sep 2005J C Bradford/UBS Advisor1998 - 2005
Certifications:
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS
Full Profile

Kevin Harris Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Public Accountant • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
CPA (Certified Public Accountant) and CFP (Certified Financial Planner professional) at Kevin M....
Title:
Cerified Public Accountant (CPA) and Certified Financial Planner professional (CFP)
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Kevin M. Harris, CPA, CFP - Brentwood, TNCPA (Certified Public Accountant) and CFP (Certified Financial Planner professional)since 2001
Full Profile

Gaye Pike Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Financial Manager • Sales Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Caledonian Financial
Title:
CERTIFIED FINANCIAL PLANNER
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Caledonian Financial CERTIFIED FINANCIAL PLANNERsince Jan 2008Caldwell Group Registered Sales Assoc.Dec 2004 - Jan 2008
Full Profile

David Wills Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Consultant • Management Analyst • Analysts • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Raymond James, Investment Management Consultant; Sr. Vice...
Title:
Investment Management Consultant; Sr. Vice President, Investments at Raymond James
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Raymond James CERTIFIED FINANCIAL PLANNER™since Mar 2008Raymond James - West End Ave, Nashville TNInvestment Management Consultant; Sr. Vice President, Investmentssince Mar 2008
Full Profile

Roger Reed Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Partner at TrustCore Financial, Inc., Certified Financial Planner at TrustCore Financial
Title:
Certified Financial Planner at TrustCore Financial
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
TrustCore Financial, Inc. Partnersince Jul 1991TrustCore Financial Certified Financial Plannersince Jul 1991
Skills:
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Investments, Asset...
Full Profile

Gaye Messmer Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Financial Manager • Sales Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Caledonian Financial
Title:
CERTIFIED FINANCIAL PLANNER
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Caledonian Financial CERTIFIED FINANCIAL PLANNERsince Jan 2008Caldwell Group Registered Sales Assoc.Dec 2004 - Jan 2008
Full Profile

Davey Adams Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER (TM), Endorsed Local Provider for The Dave Ramsey Show*
Location:
Greater Nashville Area
Industry:
Financial Services
Full Profile

Gary Ward Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Title:
Certified Financial Planner(TM) practitioner, Ameriprise Financial Services
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Dec 1996US Army Major (Retired) Special ForcesMay 1980 - Sep 1996
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Beth Knight Nashville, TN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at First Tennessee Bank
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
First Tennessee Bank Certified Financial PlannerMorgan Keegan Senior Financial PlannerAug 1998 - Aug 2004
Full Profile

Mike Purifoy Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CPA, CFP
Location:
Greater Nashville Area
Industry:
Financial Services
Full Profile

Mark Richards Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Financial Manager

Experience & Education

Position:
Certified Financial Planner at TrustCore Financial
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
TrustCore Financial Certified Financial Plannersince May 2003XO Communications Switch Operations ManagerMay 1996 - May 2003
Full Profile

Katie Madden Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Representative to Mike Mayernick CFP at Northwestern Mutual
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Greater Nashville AreaAssociate Financial Representative to Mike Mayernick CFPsince Sep 2011
Full Profile

Rich Fontenot Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Title:
Certified Financial Planner at Journey Financial Management at Journey Financial Management
Location:
Greater Nashville Area
Industry:
Financial Services
Full Profile

Dick Fontenot Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Title:
Certified Financial Planner at Journey Financial Management at Journey Financial Management
Location:
Greater Nashville Area
Industry:
Financial Services
Full Profile

Frank Rosato Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Financial Manager

Experience & Education

Title:
Project Coordinator at The CFP Group LLC
Location:
Greater Nashville Area
Industry:
Architecture & Planning
Full Profile

Bradley Matuzak Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Financial Manager

Experience & Education

Title:
Project Coordinator at The CFP Group
Location:
Greater Nashville Area
Industry:
Architecture & Planning
Full Profile

Brad Matuzak Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Financial Manager

Experience & Education

Title:
Project Coordinator at The CFP Group
Location:
Greater Nashville Area
Industry:
Architecture & Planning
Full Profile

David Antypas Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Advisor • Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Principal with LPL Financial & CERTIFIED FINANCIAL PLANNER™ at Antypas Wealth...
Title:
Owner, Antypas Wealth Management
Location:
Greater Nashville Area
Industry:
Investment Management
Work history:
Antypas Wealth Management - 1612 Westgate Circle #212 Brentwood TN 37027Registered Principal with LPL Financial & CERTIFIED FINANCIAL PLANNER™since 2008Edward Jones Investment Representative1995 - 2005
Skills:
Sales Management, Horseback Riding, raquetball, Retirement Planning, Investments, Fixed Annuities,...
Languages:
English, Arabic
Full Profile


Certified Financial Planners near Nashville, TN0246810BrentwoodHendersonvilleGoodlettsvilleMount JulietMurfreesboroFranklin