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Complex Management Team
Andrew Fowler Complex Manager andrew.fowler@raymondjames.com
Kyndra Chaffin Complex Administrative Manager kyndra.chaffin@raymondjames.com
Lisa Gamble Complex Administrative Manager lisa.gamble@raymondjames.com
Our Locations
1033 Demonbreun Street, Suite 500 – Nashville, TN 37203 Ph: 615-645-6700 Fax: 615-645-6770 Toll Free: 800-236-6290
Stef Josephs
Branch Operations Specialist
Advisors
Alicia Vanderschuere
Financial Advisor
Burd Group of Raymond James – visit our website
Paul Burd
Senior Vice President, Investments
Andrew Burd
Financial Advisor
Heather Watts
Financial Advisor
Renee Reed
Senior Registered Sales Associate
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Colin Kirkby
Colin Kirkby
Associate Vice President, Investments
Jessica Denton
Senior Registered Sales Associate
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Cumberland Wealth Planning Group of Raymond James – visit our website
Don Lifsey
Senior Vice President, Investments
Brad Lifsey
Financial Advisor
Chris Kelly
Senior Vice President, Investments
David Wills
Senior Vice President, Investments
Angela Williams
Investment Portfolio Associate
Tori Wilt
Senior Registered Sales Associate
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Darryl Thompson – visit my website
Darryl Thompson
Senior Vice President, Investments
Linda Van Auken
Vice President, Investments
Jessica Denton
Senior Registered Sales Associate
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Enoch Investment Group of Raymond James
Buddy Enoch
Senior Vice President, Investments
Kathy Glover
Senior Registered Sales Associate
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The Fowler Group of Raymond James – visit our website
R. Andrew Fowler, AIF®, AWMA®
Senior Vice President, Investments
Nicole McLeod, AIF®, CFP®
Vice President, Investments
Chris Boyd, CRPS®, CFP®
Financial Advisor
Chartered Retirement Plans Specialist
Emma Clifton
Financial Planning Consultant
Chontel Bracey
Senior Registered Client Service Associate
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Freda Evans – visit my website
Freda Evans
Vice President, Investments
Sara Olson
Sales Associate
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Henry Terrell – visit my website
Henry Terrell
Financial Advisor
Kensley Yarbrough
Senior Registered Sales Associate
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Jason Patterson
Jason Patterson
Vice President, Investments
Kathy Glover
Senior Registered Sales Associate
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Joe Bulovas
Joe Bulovas
Financial Advisor
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Joe Gallivan – visit my website
Joe Gallivan
Senior Vice President, Investments
Jessie Gallivan
Financial Advisor
Steven Brown
Sales Associate
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Joe Zenker
Joe Zenker
Vice President, Investments
Michelle Bratton
Sales Associate
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Ken Haycraft
Logan Group of Raymond James – visit our website
Gage Logan
Senior Vice President, Investments
Reid Mitchell
Vice President, Investments
Jamie Hogan
Senior Registered Sales Associate
Parker Logan
Financial Advisor
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Pat McGrew, CFP®
Pat McGrew, CFP®
Senior Vice President, Investments
Michelle Bratton
Sales Associate
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Paul Seneker – visit my website
Paul Seneker
Financial Advisor
Jessica Denton
Senior Registered Sales Associate
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Peyton Haley
Peyton Haley
Financial Advisor
Sara Olson
Client Service Associate
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Rex Welch
Rex Welch
Vice President, Investments
Kathy Glover
Senior Registered Sales Associate
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Richard Vaughn – visit my website
Richard Vaughn
Senior Vice President, Investments
Steven Brown
Sales Associate
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Rowland-Bradford Group of Raymond James – visit our website
Joe Rowland
Senior Vice President, Investments
Suzanne Bradford
Senior Vice President, Investments
Jerrod Brown, CFP®
Financial Advisor
Amee Mercadal
Client Sales Associate
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1550 W McEwen Drive, Suite 450 – Franklin, TN 37067 PH: 615-764-3200 FAX: 615-764-4180
Our Management Team
Steve Crabtree Branch Manager steve.crabtree@raymondjames.com
Julie Hippe Branch Operations Manager julie.hippe@raymondjames.com
Advisors
Brad Lott – visit my website
Brad Lott, CFP®
Senior Vice President, Investments
Becky Pemerton
Senior Registered Sales Associate
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Chris Witt
Chris Witt
Associate Vice President, Investments
Erica Scott
Senior Registered Client Sales Associate
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Ed Gaw – visit our website
Ed Gaw Jr., CFP®, AAMS®, CRPC®
Senior Vice President, Investments
Theresa Moore
Senior Registered Client Service Associate
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Fields Wealth Management – visit our website
Roper Fields, CFP®, CRPS®, MBA
Senior Vice President, Investments
Kayla Byler
Financial Advisor
Tammy Alexander
Senior Registered Sales Associate
Jaime Hearsey
Senior Registered Client Service Associate
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Jim Durham – visit my website
Jim Durham
Senior Vice President, Investments
Jaime Hearsey
Senior Registered Client Service Associate
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Jon Ladd
Jon Ladd, AIF®
Vice President, Investments
Jaime Hearsey
Senior Registered Client Service Associate
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Cindy Abbott
Branch Operations Specialist
Matt Loftus – visit my website
Matt Loftus
Financial Advisor
Erica Scott
Senior Registered Client Sales Associate
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Perrie Gibbons – visit my website
Perrie Gibbons, CFP®
Financial Advisor
Theresa Moore
Senior Registered Sales Associate
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Sam Abernathy
Sam Abernathy
Financial Advisor
Renee Newbold
Senior Registered Client Service Associate
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Steve Crabtree – visit my website
Steve Crabtree, CFP®
Senior Vice President, Investments
Renee Newbold
Senior Registered Client Service Associate
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The Hardwick Group – visit our website
Steve Hardwick, AIF®, AWMA®
Senior Vice President, Investments
Jean Heriges
Senior Registered Sales Associate
Mike Forster
Vice President, Investments
Vivian Chambers
Senior Sales Associate
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913 Conference Drive #101 - Goodlettsville, TN 37072 PH: 615-851-3050 FAX: 615-851-1333
Travis McAfee
Travis McAfee
Senior Vice President, Investments
Nena Howden
Senior Registered Sales Associate
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Randy Coleman
Randy Coleman
Vice President, Investments
Nena Howden
Senior Registered Sales Associate
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100 East Vine Street, Suite 310 – Murfreesboro, TN 37129 PH: 615-904-2740 FAX: 615-904-2745 Visit our website
Casey Rainey – visit my website
Casey Rainey
Vice President, Investments
Sandy Chaleunsinh
Senior Registered Sales Associate
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David Yarbrough – visit my website
David Yarbrough
Vice President, Investments
Sandy Chaleunsinh
Senior Registered Sales Associate
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Jeff Kee – visit my website
Jeff Kee
Vice President, Investments
Sandy Chaleunsinh
Senior Registered Sales Associate
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517 Church Street - Franklin, TN 37064 PH: 615-764-3200 FAX: 844-685-2514 Visit our website
Gary Greene
Senior Vice President, Investments, Managing Director
Danny Pugh
Senior Vice President, Investments
Bobby Waechter
Vice President, Investments
Christine Scruggs
Practice Manager
Mary Byrd
Senior Investment Portfolio Analyst
Mark Puryear, CFP®
Financial Advisor
Morgan MacEldowney
Sr. Registered Client Relationship Associate
Alona Brandon
Client Service Associate
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
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