Find a Financial Professional
in Tennessee

Timothy Hutchinson Sr.

Financial Advisor

Prudential

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

Madison Holbrook

Investment Advisor Representative

Investment Advisor Representative

I am a Certified Financial Planner professional at Visionary Horizons Wealth Management. I have experience in financial planning for a Hybrid RIA and in banking. I believe financial planning should be accessible to everyone and work to ensure my fee structure is transparent and customized to the needs of my clients. My passion lies in helping clients identify their goals, both short-term and long-term, developing a plan centered around those goals, and partnering with them to implement that plan every step of the way. I specialize in working with millennials and those in transition asking questions: Can we afford to buy this house? Can we afford to have kids? or Are we on track to retire?

William Bevins

Owner

William Bevins, CFP® CTFA

With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment management goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients. Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice. CERTIFIED FINANCIAL PLANNER™.

Mitch Anderson

Financial Advisor

EFinancial Alliance

Creating tax savings and investment strategies for business owners and entrepreneurs.

Tim Cantrell

Principal, Financial Advisor

Applied Capital

Securities and Investment Advisory Services offered by Applied Capital LLC, a Registered Investment Advisor (CRD # 166175). Applied Capital LLC does not provide legal or tax advice. Insurance services are provided by each advisor in their individual capacity and are supervised by the respective state insurance departments.Originally from Texas, Tim Cantrell, wife Ashley, and three kids have lived in Nashville for over fifteen years.  Tim graduated in 1991 from the University of Texas at Arlington with a Bachelor of Business Administration with a concentration in Finance.  He received his Master of Business Administration from Baylor University in 1993.  In addition to MBA coursework, Tim studied International Management and Finance at the graduate level. As a CERTIFIED FINANCIAL PLANNER™ and the Principal Financial Advisor of Applied Capital's Nashville office, Tim is responsible for the growth of his practice as well as managing the support staff and Financial Advisors in Nashville.  He is Series 65 investment licensed as well as licensed in Life and Health insurance.  100% of Tim’s client accounts meet the Department of Labor Fiduciary standard.  Tim's practice currently includes three additional Financial Advisors.  Jack Hudson is an experienced Financial Advisor and MBA who has worked with Tim since 2014.  Savannah Waffird and Ethan Slate joined Tim’s practice in 2021 and both have Finance degrees with a concentration in Financial Planning. Tim is recognized as a SmartVestor Pro by the Dave Ramsey organization.  To be designated as a SmartVestor Pro, an Advisor must already possess and maintain a defined code of conduct as well as agree philosophically with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program.  Principles include, but are not limited to: Investor Education Eliminating Debt Maintaining Emergency Funds Not using Insurance as an Investment Vehicle Not using Proprietary Investment Products Tim lives in Nashville, Tennessee with his wife of 25+ years, Ashley Hodde Cantrell, and their three children, Sawyer, Sydney, and Grace.  Tim is a former scout leader and the proud father of an Eagle Scout.  His son recently graduated from the University of Tennessee Chattanooga.  His oldest daughter is currently a Junior at Johns Hopkins University and was the salutatorian of her high school class.  His youngest is an engineering major at the Colorado School of Mines.  She was the recipient of the Faculty Medalist Award at Hillsboro High School. As Vice President on the board of the Sertoma Club of Nashville, Tim has served the Nashville community.  Sertoma, which stands for Service to Mankind, is a civic organization devoted to serving the local needs of children and adults with hearing health and communicative disorders.  Tim served four years as softball coach of his daughters’ softball teams.  He has also spent many hours as a fund-raising volunteer with service projects for both Sertoma and the Boy Scouts of America.

Steven Samuel

Financial Services Professional

Mass Mutual

As a former teacher and coach, my heart is to educate people in regards to financial strategies and help them meet both short term and long term goals. While I am not an expert in every area, our office uses a collaborative effort of specialists and professionals in every field to meet your specific need. I want to assist you and am committed to helping clients achieve their financial goals through the best methods available. I am licensed to sell insurance and securities in: Tennessee, Michigan, Virginia, and California. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 795 Ridge Lake Blvd., Suite 200, Memphis, TN 38120, 901-767-5951. Domiciled in TN, CA insurance license #0K04265

Beau Goss

Financial

Keystone Planning Partners

Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you. I offer an analysis of your current financial situation and help you: » Identify financial goals and concerns » Illustrate what is being done to reach your goals and deal with concerns » Identify gaps, if present, and offer solutions to fill them

Sam Fawaz

Y.D. Financial Services, Inc.

Our mission is to provide fee only and personalized comprehensive financial planning approaches to help our clients reach their dreams via sound financial plans, tailored investment approaches and risk minimization strategies. We have been helping clients plan their future since 1999. We work only on a fee basis in order to provide you with unbiased recommendations and uniquely tailored personal plans. We do not sell any investment or insurance products or collect any commissions.

David J. Singer is a Financial Advisor and Partner at TBH Advisors, LLC since 2016. He is committed to delivering an exceptional client experience through proactive communication, personalized guidance, and consistent follow-up. With deep respect for his clients’ goals, David tailors every strategy ... I prioritize my clients financial well-being above all else, providing personalized, transparent strategies that not only protect their wealth but actively work to grow it—ensuring every decision is tailored to my clients unique goals.

Creating tax savings and investment strategies for business owners and entrepreneurs. One thing I want my clients to know about me is... I believe in embracing innovation while also embracing simplicity.