Top Wealth Advisors in Greater Nashville Area
David Benskin
Financial Advisor
Greater Nashville Area
Financial Advisor
Private Wealth Advisor
First Vice President - Investments
University of Tennessee-Knoxville
University of Pennsylvania - The Wharton School
Recommendations: 7
Investments
Portfolio Management
Financial Services
Financial Advisory
Entrepreneurship
Wealth
Business Strategy
Cloud Computing
d*****@wealthaccess.com
d****[email protected]
Ben Zeidman
Wealth Advisor in the Private Wealth Group/Vice President/Certified Wealth Strategist®
Greater Nashville Area
Wealth Advisor in the Private Wealth Group/Vice President/Certified Wealth Strategist®
Account Exec.
Outside Sales/Team Leader
DHS/Sales Associate
University of Mississippi
Recommendations: 6
Certified Wealth Strategist®
Marketing
Credit
Finance
Leadership
Management
Banking
Sales
b****[email protected]
Michael Schrampf
Senior Vice President, Wealth Advisor
Greater Nashville Area
Senior Vice President, Wealth Advisor
Managing Director; Regional Investment Executive - South Texas
Director; Market Investment Executive - Tennessee/Arkansas
Vice President; Portfolio Manager
Portfolio Analyst
Route Sales Associate
Senior Vice President; Senior Equity Analyst
Associate Analyst
Portfolio Analyst
Medical Specialist
Webster University
University of Central Missouri
Truman State University
Lee's Summit High School
Recommendations: 3
Portfolio Management
Financial Planning
Investments
Asset Management
Customer Relations
Compliance
Investment Advisory
Financial Analysis
m****[email protected]
Christy Omohundro, CFP(R), MBA
Principal
Greater Nashville Area
Principal
Director, Eastern State Policy
Wealth Advisor
Managing Director Regulation
Director Rates & Regulation
Senior Management Consultant
Vanderbilt University - Owen Graduate School of Management
Spring Hill College
Recommendations: 1
Renewable Energy
Energy
Strategic Planning
Government Relations
Policy Analysis
Public Policy
Environmental Policy
Electricity Markets
c****[email protected]
Jessica Jung
Partner - Wealth Advisor
Greater Nashville Area
Partner - Wealth Advisor
Vice President - Wealth Advisor
Associate Vice President - Financial Advisor
Financial Consultant
Financial Advisor
Vanderbilt University
Oklahoma School of Science and Mathematics
Recommendations: 0
Series 7
Wealth Management
Investment Advisory
Estate Planning
Retirement Planning
Series 63
Mutual Funds
Investments
j****[email protected]
Tory Sherman, CFP®
Regional Director
Greater Nashville Area
Regional Director
Senior Vice President - Wealth Advisor
California State University, Fresno
Recommendations: 0
t****[email protected]
Christi Edwards
Executive Director, Portfolio Management Director, Wealth Advisor
Greater Nashville Area
Executive Director, Portfolio Management Director, Wealth Advisor
Financial Advisor
Belmont University
University of Pennsylvania - The Wharton School
Auburn University
University of Pennsylvania - The Wharton School
Recommendations: 0
c****[email protected]
Robert Hebert
Client Advisor
Greater Nashville Area
Client Advisor
Wealth Advisor
Investment Specialist
Investment Associate
Trust Assistant
Personal Banker
Louisiana State University
Louisiana State University
Recommendations: 0
Series 7
Investments
Portfolio Management
Wealth Management
Series 63
Equities
Financial Analysis
Credit
