SHARE THE WEALTH
GROWING YOUR PRACTICE WITH
FPA OF MIDDLE TENNESSEE
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OUR 2024 SYMPOSIUM LINE-UP | |
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A Legislative Update For This Election Cycle
Sam Donaldson B.A., J.D., LL.M
Interim Associate Dean of Academic Affairs and Professor of Law
Georgia State University
Sam Donaldson Bio
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Digital Privacy and Security For High-Net-Worth Individuals
Tommy Ragsdale
Vice President of Sales
360 Security
Tommy Ragsdale's Bio
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The State of Regional Banking
Jeff K. Davis, CFA
Managing Director
Mercer Capital
Jeff K. Davis Bio
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Futureproof Your Practice: Embracing The Human Element To Thrive In The Age of AI
Brendan Frazier
Chief Behavioral Officer
RFG Advisory
Brendan Frazier Bio
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2024 ANNUAL SYMPOSIUM
Tuesday, October 1
7:30 am - 2:00pm, with networking lunch included
Spark Downtown
400 Commerce Street
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INTEREESTED IN ADDING DESIGNATIONS
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FOLLOW OUR CHAPTER ON LINKEDIN | |
PLEASE SUPPORT OUR
CORPORATE PARTNERS
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FirstBank, the third largest Tennessee-headquartered community bank, has 81 full-service bank branches across Tennessee, Kentucky, Alabama and North Georgia, and mortgage offices across the Southeast.
Times change, but the things that make being part of a community great, like strong ties and trusted relationships, never change. That’s why we remained local since 1906, making what we had learned as a community bank our business model. We’ve expanded our brand of authentic local banking across Tennessee and the Southeast. FirstBank empowers local market presidents and managers to make real decisions locally. You can walk into any branch and find a welcoming smile and willingness to help. You will know instantly you’re not just a customer. You’re part of the FirstBank family.
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We are inspired every day by how financial professionals and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results. This philosophy is carried through in our approach to investing. Our approach is simple, and our company was built with these core principles in mind
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CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.
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Being privately held and employee owned lets us focus on your financial needs – not the short-term expectations of outside shareholders. This enables us to think and plan for the long-term, consistently reinvesting in our capabilities, expertise and technology to best serve you. It’s part of what makes us a workplace of choice for top talent from across our industry. It reinforces the foundation of our uniquely collaborative, clients-first culture because we all understand our collective reputation and resources are on the line every day. And it ensures we all share a meaningful, personal stake in the successes we strive to create for you.
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A customized, life-centric planning process
Our client-centric approach to wealth management puts you at the center of our philosophies, operations and ideas. As a registered investment advisor, we have a fiduciary responsibility to you, helping to ensure we always act in your best interest.
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Some could say it’s been in Russ’s blood from the beginning. His father was in estate planning, as was his grandfather. Russ is the byproduct of their legacies. His dedication to excellence and service comes from watching the men who came before him. His passion comes from being at the same dinner table as these men as they spoke about cases they were working on.
Your family business is our family business. It’s written in the DNA of our firm, and we are passionate about what we do.
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THE CUMBERLAND STORY
Over Twenty Years of Loyal Service
Cumberland Trust was founded in Nashville in 2001 as a better alternative to traditional fiduciaries for trust clients and their advisors. We work alongside our clients and professional advisors to provide exceptional trust and estate administration and attentive support.
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Located in Nashville, Tennessee, the law firm of Gullett Sanford Robinson & Martin PLLC (GSRM Law) provides its clients with a team of 35 lawyers who collaborate across legal disciplines to serve a wide array of needs for business and individual clients in Tennessee and across the country.
The firm has succeeded for more than 80 years because it has remained committed to its approach, its attorneys and employees, and its values.
Approach. GSRM Law is small enough to respond personally and efficiently to each client. At the same time, the firm is large enough to handle matters for Fortune 500 companies.
Team. The firm’s success is the result of the professionalism of its attorneys. Firm members have many years of experience and are responsive to their clients. They understand business matters and are knowledgeable of the legal issues faced by a number of industries. GSRM Law’s senior attorneys work side-by-side with the firm’s younger attorneys, actively involving them in all client work.
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