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Estate Planners in US

Tennessee Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Tennessee.

Find more Estate Planners and other Financial brokers near in Tennessee by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

46 results found

Bob Tonachio Knoxville, TN

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Vice President of Marketing • Board Member • Corporate Executive • Chief Executive • Financial Manager • Vice President • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
CEO at RJA Health, CEO at Robert James & Associates, Inc.
Title:
CEO at RJA Health
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
RJA Health CEOsince Sep 2012Robert James & Associates, Inc. CEOsince Mar 1992
Skills:
Investment Banking, Mergers, Trading, Finance, Investments, Due Diligence, Private Equity,...
Languages:
Russian
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

Avram Macconnell Memphis, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Ceretified Estate Planner at EMA Group Inc
Location:
Greater Memphis Area
Industry:
Insurance
Work history:
EMA Group Inc Ceretified Estate Planner
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

Lawrence Tolbert Memphis, TN

Professions & Specialties

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

Experience & Education

Title:
Retirment & Estate Planner
Location:
Greater Memphis Area
Industry:
Financial Services
Full Profile

Chad Bynum Jackson, TN

Professions & Specialties

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

Experience & Education

Position:
Estate planner at Estate Security Trust
Title:
estate planner at Estate Security Trust and Financial Services Consultant
Location:
Jackson, Tennessee Area
Industry:
Financial Services
Work history:
Estate Security Trust Estate planner
Full Profile

David Higgins Knoxville, TN

Professions & Specialties

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

Experience & Education

Position:
Estate planner at self
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
self Estate planner
Full Profile

Rodney Klein Johnson City, TN

Professions & Specialties

Managing Partner • Founder • Chief Administrative Officer • Partner • Chief Executive • Founding Member • Advisor • Speaker • Supporting Member • Spokesperson • Representative • Team Member • Lawyer • Law Specialist • Commissioner • Mediator • Financial Manager

Experience & Education

Position:
Managing Partner at Klein and Associates Attorneys at Law
Title:
Managing Partner Klein and Associates
Location:
Johnson City, Tennessee Area
Industry:
Law Practice
Work history:
Klein and Associates Attorneys at Law Managing Partnersince Jan 1994United States Tax Court Senior Attorney Advisor1991 - 1993
Skills:
Estate Planning- Trusts, Wills, etc., Tax Law, Corporate Law, Estate Planning, Probate, Wills,...
Estate Planner Legal Network
Full Profile

Chris Mercer Memphis, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Author • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Owner • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Appraiser • Financial Analyst • Estimator • Singer • Lawyer • Advisor • International Affairs • Organization Management • Analysts • Doctor of Philosophy

Experience & Education

Position:
CEO at Mercer Capital, Member, Professional Board at International Valuation Standards Council (IVSC)
Title:
Business Valuation Expert and Author, Buy-Sell Agreements for Closely Held and Family Business Owners
Location:
Greater Memphis Area
Industry:
Financial Services
Work history:
Mercer Capital - Greater Memphis AreaCEOsince Jun 1982International Valuation Standards Council (IVSC) Member, Professional Boardsince 2011
Skills:
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business...
Certifications:
Accredited Senior Appraiser (ASA), American Society of Appraisers
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Jessika Poirier Nashville, TN

Professions & Specialties

Estate Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Human Resources Specialist • Recruitment • Volunteer • Non-Profit • Chief Administrative Officer • Chief Executive • Supporting Member • Managers • Advisor • Team Member • Director • Operations Manager • Financial Manager • Entertainment Professional • Entertainer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelor of Arts • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Education Professional • Instructor

Experience & Education

Position:
Recruiter and Business Development at Vaco, Nominee 2009, Committee member 2011, 2012 at...
Title:
Recruiter at Vaco
Location:
Greater Nashville Area
Industry:
Human Resources
Work history:
Vaco - Brentwood, TNRecruiter and Business Developmentsince Feb 2010Nashville's Top 30 under 30 Nominee 2009, Committee member 2011, 2012since 2009
Full Profile

Pamela Whitley Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Nurse • Health Information Manager • Patient Navigation Coordinator • Nurse Practitioner • Health Services Administrator • Medical Services Manager • Health Services Manager • Patient Support Representative • Healthcare Support • Systems Administrator • Computer Systems Administrator • Medical Practice Professional • Medical Practitioner • Field Auditor • Auditor • Licensed Practical Nurse • Physician • Student Worker • Psychology Specialist • Certified Nurse Practitioner • IT Specialist • Information Technology Specialist • Computer Network Professional • Psychologist • Family Practitioner • General Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Manager • Co-Owner • Financial Manager • Operations Manager • Owner • Chief Executive • Independent Contractor • Security • Speaker • Supporting Member • Contractor • Spokesperson • Team Member • Advocate • Jurist • Legal Counsel • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Title:
RN, Case Manager, Care Coordinator, EMR Specialist, System Administrator
Location:
Knoxville, Tennessee Area
Industry:
Medical Practice
Work history:
Community Ties of America, Inc. RN / Case ManagerMay 2010 - Jul 2010Clinical One RN / HEDIS Field AuditorMar 2010 - May 2010
Certified Senior Estate Planner / TN State Manager at CLA USA
Full Profile

Patricia Kryder Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Legal Counsel • Of Counsel • Jurist • Author • Board Member • Management Team Executive • Operations Manager • Financial Manager • Doorman • Personal Care Aide • Doctor of Medicine

Experience & Education

Location:
Greater Nashville Area
Industry:
Law Practice
Full Profile

Ben Satterfield Knoxville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Product Specialist • Territory Account Manager • Sales Executive • Counselor • Advisor • Area Manager • Managers • Marketing Manager • Sales Manager • Web Marketer • Client Service Officer • Chief Executive • Region Manager • Financial Manager • Customer Service • IT Specialist

Experience & Education

Position:
Tax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Business at Wolters Kluwer Law...
Title:
Product Specialist Tax at Wolters Kluwer Law & Business
Location:
Knoxville, Tennessee Area
Industry:
Information Services
Work history:
Wolters Kluwer Law & Business - Southeast, NY, Washington, DCTax Law Product Specialist, Legal Markets, Wolters Kluwer Law and Businesssince Jul 2012Wolters Kluwer Corporate Market Territory Manager/ Sales Executivesince 2011
Skills:
Sales, Software Industry, Tax, Accounting, Corporate Law, Account Management, Selling, Sales...
Estate Planner Legal Network
Full Profile

Brian Shelton Nashville, TN

Professions & Specialties

Partner • Chief Executive • Law Specialist • Lawyer

Experience & Education

Position:
Trust and Estate Planning/Estate Administration/Tax Attorney at Bradley Arant Boult Cummings LLP
Title:
Partner - Tax and Estate Planning at Bradley Arant Boult Cummings LLP
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Bradley Arant Boult Cummings LLP - Nashville, TennesseeTrust and Estate Planning/Estate Administration/Tax Attorneysince Jul 2005
Estate Planner Legal Network
Full Profile

Audrey Grossman Memphis, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Psychologist • School Principal • School Administrator • Educational Manager • Psychology Specialist • Law Specialist • Lawyer • Financial Manager • Higher Education Professional • Student Worker • Computer Software Professional • Software Developers • Entertainer

Experience & Education

Position:
Attorney at Harkavy Shainberg Kaplan & Dunstan PLC
Location:
Greater Memphis Area
Industry:
Legal Services
Work history:
Harkavy Shainberg Kaplan & Dunstan PLC Attorneysince Sep 2010Grossman Law Firm Attorney / FounderJun 2009 - Oct 2010
Skills:
Commercial Litigation, Legal Writing, Litigation, Intellectual Property, Corporate Law, Licensing,...
Languages:
Mandarin Chinese
Estate Planner Legal Network
Full Profile

Nathan Powers Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Associate Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Judicial Law Clerk • Director • Operations Manager • Financial Manager • Juris Doctor • Bachelor of Arts • Account Manager

Experience & Education

Position:
Attorney at Chapman and Rosenthal
Title:
Attorney at Chapman and Rosenthal Title
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Chapman and Rosenthal - Brentwood, TennesseeAttorneysince Mar 2013Dougall Law Offices, PLLC AttorneyJan 2012 - Mar 2013
Skills:
Wills, Probate, Real Estate, Estate Planning, Business Planning, Business Formation, Litigation,...
Full Profile

Allison Thompson Nashville, TN

Professions & Specialties

Certified Financial Planner • Estate Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Owner • Vice President • Chief Executive • Financial Manager • Marketing Professional • Advertising Sales Agent • Juris Doctor • Developmental Psychologist • Psychologist • Behavioral Consultant • Team Member • Non-Profit • Financial Analyst • Psychology Specialist

Experience & Education

Position:
Owner at Thompson Law Office PLLC
Title:
Attorney - Thompson Law Office PLLC
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Thompson Law Office PLLC Ownersince 2006SunTrust Bank Vice President and Trust Officer1996 - 2006
Skills:
Powers of Attorney, Trusts, Wills, Estate Planning, Probate, Estate Administration, Estate Tax...
Certifications:
Certified Financial Planner TM, Certified Financial Planner Board of Standards Inc.
Full Profile

Alicia Klein Johnson City, TN

Professions & Specialties

Puchasing and Estimating Manager • Accountant • Law Specialist • Lawyer • Financial Manager

Experience & Education

Position:
Accountant at Klein and Associates, Attorneys at Law
Title:
Accountant at Klein & Associates
Location:
Johnson City, Tennessee Area
Industry:
Law Practice
Work history:
Klein and Associates, Attorneys at Law - Johnson City, Tennessee AreaAccountantsince Feb 1995
Certifications:
Accredited Valuation Anaylst, NACVA
Estate Planner Legal Network
Full Profile

Heather Savage Knoxville, TN

Professions & Specialties

Puchasing and Estimating Manager • Region Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Financial Manager • Trust Law Attorney • Lawyer

Experience & Education

Position:
East Tennessee Regional Director at Cumberland Trust and Investment Company
Title:
Regional Director at Cumberland Trust and Investment Company
Location:
Knoxville, Tennessee Area
Industry:
Financial Services
Work history:
Cumberland Trust and Investment Company East Tennessee Regional Directorsince Sep 2009GreenBank Vice President and Trust OfficerFeb 2007 - Jul 2009
Estate Planner Legal Network
Full Profile

Jay Cloud Nashville, TN

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Financial Manager • Lawyer

Experience & Education

Position:
Family Wealth Advisor at GenSpring Family Offices
Title:
Family Wealth Advisor at GenSpring Family Offices, LLC
Location:
Greater Nashville Area
Industry:
Financial Services
Work history:
GenSpring Family Offices - Greater Nashville AreaFamily Wealth Advisorsince Aug 2010Bradley Arant Boult Cummings LLP PartnerMar 2004 - Jul 2010
Estate Planner Legal Network
Full Profile

Brian Boyd Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Articled Clerk • Law Specialist • Associate Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Defense Attorney • Financial Manager

Experience & Education

Position:
Attorney at Brian T.Boyd, Esq.
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Brian T.Boyd, Esq. - Brentwood, TNAttorneysince Jun 2008Neal & Harwell Associate AttorneyJan 2007 - Jun 2008
Skills:
Civil Litigation, White Collar Criminal Defense, Business Planning, Corporate Law, Tax Law, Tax...
Estate Planner Legal Network
Full Profile

Anthony Boquet Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Marketing Director • Sales Manager • Sales Director • Region Manager • Financial Manager • Leader • Office Assistant • Non-Profit • Spokesperson • Representative • Managers • Area Manager • Office Clerk • Clerical Specialist • Regional Director of Recruiting • Human Resources Specialist • Recruiting Director • Personnel Manager • Personnel Specialist • Recruitment • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Sales & Marketing at The American College
Location:
Greater Nashville Area
Industry:
Higher Education
Work history:
The American College Vice President, Sales & Marketingsince Jun 2007Modern Woodmen of America Agency ManagerJun 2004 - Jul 2007
Skills:
Dynamic Speaker, Solutionary, Creative Problem Solver, Inspiring Leader
Estate Planner
Full Profile

David Greene Johnson City, TN

Professions & Specialties

Puchasing and Estimating Manager • Executor • Fiduciary • Trust Law Attorney • Lawyer • Independent Contractor • Guide • Counselor • Contractor • Tour Guide • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Financial Manager • Operations Manager

Experience & Education

Position:
Trust Officer at Covenant Trust, Attorney at The Ratliff Law Firm (Self-employed)
Title:
Trust Officer at Covenant Trust
Location:
Johnson City, Tennessee Area
Industry:
Legal Services
Work history:
Covenant Trust - 801 Sunset Dr., Johnson City, TNTrust Officersince Jan 2011The Ratliff Law Firm Attorneysince Aug 2011
Skills:
Estate Planning, Wills, Trusts, Trust Services, Trust Management, Estate Administration, Probate,...
Estate Planner Legal Network
Full Profile

Matt Mccoy Chattanooga, TN

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Financial Manager • Team Member

Experience & Education

Position:
Senior Financial Planner at Kumquat, LLC.
Title:
Senior Financial Planner at Kumquat
Location:
Chattanooga, Tennessee Area
Industry:
Financial Services
Work history:
Kumquat, LLC. - Chattanooga, TNSenior Financial Plannersince Sep 2012Merrill Lynch Financial AdvisorMay 2009 - Sep 2012
Skills:
Financial Advisory, Wealth Management, Retirement Planning, Asset Allocation, Series 7, Certified...
Estate Planner Legal Network
Full Profile

Scott Laufenberg Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Law Specialist • Lawyer • Financial Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Judicial Law Clerk • Juris Doctor • Bachelor of Science • Student Worker

Experience & Education

Position:
Chair at Kentucky Bar Association IOLTA Board of Trustees, Member at Kerrick Stivers Coyle, PLC,...
Title:
at
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Kentucky Bar Association IOLTA Board of Trustees ChairKerrick Stivers Coyle, PLC Membersince Aug 2000
Skills:
Litigation, Civil Litigation, Mediation, Legal Writing, Legal Research, Commercial Litigation
Full Profile

Aaron Flinn Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Juris Doctor • Bachelor of Science • Financial Manager

Experience & Education

Position:
Attorney at Waller Lansden Dortch and Davis
Title:
Attorney at Waller, Lansden, Dortch & Davis, LLP
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Waller Lansden Dortch and Davis Attorneysince Jun 2010Hopkins & Carley AttorneyApr 2007 - Jun 2010
Skills:
Trusts, Litigation, Estate Planning, estate litigation, business succession planning, Estate...
Estate Planner Legal Network
Full Profile

Franklin Weightman Memphis, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Financial Manager • Founding Member • Chief Executive

Experience & Education

Position:
Investment Advisor Representative at Householdr Group
Location:
Greater Memphis Area
Industry:
Financial Services
Work history:
Householdr Group Investment Advisor Representativesince Oct 2001
..Advisor Representative and Certified Estate Planner
Full Profile

Stacey Schlitz Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Team Member • Financial Manager

Experience & Education

Position:
Attorney at SchlitzLAW
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
SchlitzLAW Attorneysince Jan 2010Drescher & Sharp, P.C. Attorney2007 - 2010
Full Profile

Franklin Weightman Memphis, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Financial Manager • Founding Member • Chief Executive

Experience & Education

Position:
Investment Advisor Representative at Householdr Group
Location:
Greater Memphis Area
Industry:
Financial Services
Work history:
Householdr Group Investment Advisor Representativesince Oct 2001
..Advisor Representative and Certified Estate Planner
Full Profile

Jean Byassee Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Physician • Of Counsel • Jurist • Legal Counsel • Bachelor of Science • Financial Manager

Experience & Education

Position:
Attorney at Dobbins, Venick, Kuhn & Byassee, PLLC
Title:
at Dobbins,Venick, Kuhn & Byassee, PLLC
Location:
Greater Nashville Area
Industry:
Legal Services
Work history:
Dobbins, Venick, Kuhn & Byassee, PLLC Attorneysince Jan 2011Dobbins & Venick AttorneySep 1989 - Dec 2010
Full Profile

Angie Hedge Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Talent Agent • Recruitment • Lawyer • Psychologist • Industrial-Organizational Psychologist • Industrial Psychologist • Juris Doctor • Bachelor of Science • Financial Manager • Psychology Specialist

Experience & Education

Position:
Human Resources Manager at Hood Container Corporation (formerly Temple-Inland)
Title:
Human Resources Manager at Hood Container Corporation
Location:
Greater Nashville Area
Industry:
Paper & Forest Products
Work history:
Hood Container Corporation (formerly Temple-Inland) Human Resources Managersince Aug 1999
Skills:
Succession Planning, Labor Relations, Employee Relations, Performance Management, Talent...
Full Profile

Casey Riggs Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Executive Compensation • Financial Manager • Counselor • Analyst • Entrepreneur • Advisor • Analysts • Managers • Credit Analyst • Loan Accountant • Lawyer • Fiduciary • Law Specialist • Trust Law Attorney • Juris Doctor • Human Resources Specialist • Recruitment

Experience & Education

Position:
Member at Riggs Davie PLC
Location:
Greater Nashville Area
Industry:
Legal Services
Work history:
Riggs Davie PLC Membersince May 2012Wyatt, Tarrant & Combs, LLP PartnerSep 2003 - May 2012
Full Profile

Terry Clayton Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Financial Manager

Experience & Education

Position:
Attorney at Terry Clayton and Associates, P.C.
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Terry Clayton and Associates, P.C. AttorneyAccess MedPlus/Tennessee Managed Care Network Incorporator1996 - 1997
Full Profile

Jeffrey Schofill Nashville, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Trial Lawyer • Defense Attorney • Juris Doctor • Bachelors Degree • Financial Manager

Experience & Education

Position:
Attorney at Moore & Hedges
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Moore & Hedges Attorney
Full Profile

Warren Peek Nashville, TN

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Operations Manager • Organization Management • Financial Manager

Experience & Education

Position:
President & CEO at Southern Baptist Foundation
Location:
Greater Nashville Area
Industry:
Nonprofit Organization Management
Work history:
Southern Baptist Foundation President & CEOsince Aug 2007
Skills:
Certified Estate Planner ™, Non-profits, Planned Giving, System Administration, Non-profit...
Full Profile

Bryan Howard Nashville, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Financial Manager

Experience & Education

Position:
Co-Founding Member at Howard Mobley Hayes & Gontarek, PLLC
Title:
Estate Planning Attorney
Location:
Greater Nashville Area
Industry:
Law Practice
Work history:
Howard Mobley Hayes & Gontarek, PLLC Co-Founding Membersince Jan 2006Waller Lansden Dortch and Davis MemberJan 2000 - Dec 2005
Estate Planner Legal Network
Full Profile

Andrew Hartsfield Memphis, TN

Professions & Specialties

Law Specialist • Judicial Law Clerk • Lawyer • Partner • Chief Executive

Experience & Education

Position:
Attorney, Partner at Hartsfield and Hartsfield, P.A.
Title:
Attorney, Hartsfield and Hartsfield, P.A.
Location:
Greater Memphis Area
Industry:
Law Practice
Work history:
Hartsfield and Hartsfield, P.A. Attorney, Partnersince Jan 2006Mississippi Court of Appeals Judicial Law ClerkAug 2004 - Dec 2005
Estate Planner Legal Network
Full Profile

Robert Beserany Scotts Hill, TN

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Contractor • Independent Business Owners • Managers • Owner • Chief Executive • Financial Manager • Bachelor of Business Administration

Experience & Education

Work

Company:
Blue hawaiian pools & spas
Sub-contractor
Company:
Carlson / ross pool & spa
Swimming pool repair contractor
Full Profile

Dan Dorrill Chattanooga, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Region Manager • Operations Manager • Organization Management • Non-Profit • Area Manager • Managers • Financial Manager • Chief Executive • Advisor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Regional Director, Development at American Bible Society
Location:
Chattanooga, Tennessee Area
Industry:
Non-Profit Organization Management
Independant Financial Advisor and Estate Planner at Daniel C Dorrill
Full Profile

Daniel Dorrill Chattanooga, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Organization Management • Non-Profit • Operations Manager • Financial Manager • Chief Executive • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Title:
Development Officer (Philanthropic Advisor) at American Bible Society
Location:
Chattanooga, Tennessee Area
Industry:
Non-Profit Organization Management
Independant Financial Advisor and Estate Planner at Daniel C Dorrill
Full Profile

Edward Autry Memphis, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Law Specialist • Mediator • Manager • Operations Manager • Financial Manager

Experience & Education

Office:
Wyatt, Tarrant & Combs, LLP
1715 Aaron Brenner Drive, Suite 800, Memphis, TN 38120
Phone:
(901) 537-1014 (Phone)
Specialties:
Estate Planning, Litigation & Dispute Resolution
ISLN:
910249827
Admitted:
1996, Tennessee, 1997, Mississippi
Biography:
Edward T. Autry is a member of the Firm's Trusts, Estates & Personal Planning and Litigation &...
Full Profile

Richard Buhrman Chattanooga, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Conservator • Lawyer • Speaker • Spokesperson • Representative • Chairperson • Vice President • Chief Executive • Financial Manager • Mathematics • Mathematician • School Administrator • Educational Manager

Experience & Education

Office:
Buhrman Law Firm, P.C.
345 Frazier Avenue, Suite 210, Chattanooga, TN 37405
Phone:
(423) 266-5691 (Phone)
Specialties:
Estate Planning, Estate Administration
ISLN:
908690044
Admitted:
1966, Tennessee and U.S. Court of Military Appeals, 1970, U.S. Supreme Court, U.S. Claims Court and U.S. Tax Court
Military:
Capt., U.S. Army, JAGC, 1966-1969
Biography:
Richard W. Buhrman is the principal attorney of Buhrman Law Firm, P.C., in Chattanooga, where his...
Full Profile

C. Adams Memphis, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Advisor • Speaker • Spokesperson • Representative • Chairperson • Board Member • Financial Manager • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Wyatt, Tarrant & Combs, LLP
1715 Aaron Brenner Drive, Suite 800, Memphis, TN 38120
Phone:
(901) 537-1013 (Phone)
Specialties:
Estate Planning, Taxation
ISLN:
913053124
Admitted:
1998, Tennessee
Biography:
C. Michael Adams, Jr. is a member of the Firm's Trusts, Estates & Personal Planning Service Team....
Full Profile

Michael Parham Memphis, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager

Experience & Education

Office:
2195 Germantown Rd. S., Ste. 101, Germantown, TN 38138
Admitted:
1989, Tennessee, 1992, Mississippi
Biography:
Accredited Estate Planner.
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R. Peters Chattanooga, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Mediator • Chairperson • Financial Manager • Chief Executive

Experience & Education

Office:
Gearhiser, Peters, Elliott & Cannon, PLLC
320 Mccallie Avenue, Chattanooga, TN 37402
Phone:
(423) 756-5171 (Phone), (423) 802-0995 (Cell), (423) 266-1605 (Fax)
Specialties:
Business Law, Mergers and Acquisitions
ISLN:
904476871
Admitted:
1969, Tennessee and Georgia and U.S. District Court, Eastern District of Tennessee and Northern District of Georgia, U.S. Tax Court
Biography:
Order of the Coif. Member, Tennessee Law Review, 1967-1968. Certified Estate Planner; Mediator,...
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Walter Davis Johnson City, TN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Chairperson • Director • Financial Manager • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
Hunter, Smith and Davis, LLP
100 Med Tech Parkway, Suite 110, Johnson City, TN 37604
Phone:
(423) 283-6311 (Phone), (423) 283-6301 (Fax)
Specialties:
Estate Planning Law, Wills Law
ISLN:
907977672
Admitted:
1967, Tennessee, 1971, U.S. Tax Court
Biography:
Named: "101 Best Lawyers," Business Tennessee Magazine, January 2005; One of the "150 Best,"...
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