Tracey Pearson

Senior Vice President - Financial Advisor, Consulting Group

615-928-9516
Email | |

Evan Malone, CEPA®

Vice President - Financial Advisor, Consulting Group

615-928-9524
Email |

Wil Dixon

Financial Advisor

615-928-9527
Email |

Keyara Perry

Senior Client Associate

615-928-9510

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Echelon Wealth Strategist


advisor

Multi-Asset Portfolio Strategist


advisor

Trust Consultant


advisor

Corporate and Executive Services


advisor

Corporate & Executive Services


advisor

Senior Portfolio Advisor


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields