Financial

Bob Williams
Bob Williams

Alhambra Investment Partners
828-230-6690

http://www.AlhambraPartners.Com
786-249-3773
Corey Barnes
Corey Barnes
,

CPA
CRG Waddill
216 Centerview Drive, Suite 155
Building Seven
Brentwood, Tennessee 37027

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, computer technology, and extensive business relationships is indicative of our commitment to excellence.

http://www.CRGWaddill.Com
615-373-5311
615-613-0064
, ,
Ivie P. Burns, II
Ivie P. Burns, II
,

Senior Vice President
Financial Advisor
Morgan Stanley
NMLS #1261987
2000 Meridan Boulevard Suite 290
Franklin, Tennessee 37067

615-764-4400
615-617-6020
John P. Lafferty IV
John P. Lafferty IV
,

Financial Representative
Principal Financial Group
109 West Park Drive, Sutie 430
Brentwood, Tennessee 37027

http://www.Principal.Com/CentralStates
218-393-2102
Jonathan Williams
Jonathan Williams

Vice President
Commercial Lender
NMLS# 785576
First Citizens National Bank
9045 Carothers Parkway
Franklin, Tennessee 37067
615-828-7246-Cell

http://www.FirstCNB.Com
615-550-2232
615-591-2410
Kacy Pendergrass
Kacy Pendergrass
,

Vice President
Commercial Banking
Reliant Bank
1736 Carothers Parkway, Suite 100
Brentwood, Tennessee 37027
615-509-2626-Cell

http://www.ReliantBank.Com
615-221-2061
615-221-2062
Michael P. Lenahan
Michael P. Lenahan
, ,

Rgn Spct-Ulic
2525 West End Avenue, Suite 940
Nashville, Tennessee 37203

"Connecting Faith & Finances For Good"

http://www.Thrivent.Com
615-294-3382
RJ & Angel Pimentel
RJ & Angel Pimentel

World Financial Group
1321 Murfreesboro Pike, Suite 540A
Nashville, Tennessee 37217-2365
615-530-4185

https://www.wfgconnects.com/rjpimentel
559-362-5750
559-380-2751
Sidney Powers
Sidney Powers
,

Vice President
Retail Market Manager
The Bank Of Nashville
5105 Maryland Way
Brentwood, Tennessee 37027
615-925-1438-Cell

Sidney is a Retail Market Manager and Vice President with The Bank of Nashville, managing the Maryland Farms Office in Brentwood since 2004. She has been an involved contributor in the Williamson County Community. She has been actively involved with the Williamson Inc. Chamber for over 18 years, serving on many committees in leadership roles, including Chairman of the Board of Directors. She is a graduate of Leadership Brentwood, Class of 2005 and volunteers on the Williamson County United Way Allocation Committee. Sidney has also been involved with the Williamson County Better Business Advisory Board and currently serves on the Better Business Foundation Board. She is a 7 year member of BNI and is this years President for the Cool Springs Chapter located in Franklin, TN.

Sidney has been building long term relationships with her customers in Greater Williamson County for 20 years. She is a knowledgeable seasoned banker and contributes her success to being persistent, patient and always having a positive attitude. “I enjoy listening to their story; it helps me really understand what they need to finding a solution for their particular situation.” She works with all aspects of banking but specializes in helping small business owners.

http://www.BankOfNashville.Com
615-271-2088
877-339-9431
Stacey Andres
Stacey Andres

Investment Advisor Representative
Licensed Agent
Anchor Financial, Inc.
5409 Maryland Way, Suite 130
Brentwood, Tennessee 37027
209-609-6472-Cell

Stacey Andres has been helping retirees and pre-retirees since 2010 develop a plan to ensure they have an anchored, secure “second life.” Making the move from teaching others how to make money trading stocks, to helping people develop a solid plan for life during retirement was a significant change. He says, “I worked with so many clients in my former line of work whose plan for retirement failed because the 3 biggest risks to a secure retirement were not addressed. I knew there had to be a better solution and I was determined to find it.” Because he has seen so many Advisors underserve their clients he pursed his Series 65 license which is the only Securities License requiring a Fiduciary responsibility to the customer.

He specializes in lifestyle planning with an emphasis on tax efficiency and lifetime income. Along with the Series 65 he received his National Social Security Advisors Certification and uses what he has learned about Social Security to educate his clients on the best claiming strategies to help maximize retirement income. He is also certified in “The Bucket Plan Best Interest of Client Process,” a new way to think about money, investing and retirement planning. Many of his clients are often confused and unsure about what their “Golden Years” are going to look like and his top priorities are to ensure his clients are secure knowing their money will last as long as they do.

Stacey has been married to his wife Michelle for 21 years and they have three wonderful children, Theoron(17), Shaley(15) and McKenna(13). He currently works with about 20, 11th grade boys at Church of the City in Franklin, TN helping develop young men that are grounded so they make wise decisions as they go through life.

http://www.MyFinancialAnchor.Com
615-357-8865
615-823-1877