Financial risk management in Nashville, Tennessee

in Chicago, Illinois, and attended DePaul University, where she studied Finance. Julia is married to Mark, and they have two children, Emma and Liam. Outside of work, they enjoy spending time outdoors, hiking, and exploring new restaurants in Nashville. As a team member of the Purifoy Wealth Team, Julia is dedicated to helping clients achieve their financial goals and providing personalized, holistic financial planning services. Contact Julia today to learn more about how she can help you navigate your financial journey."

PortfolioIA is a leading finance institution located at 10 Burton Hills Boulevard in Nashville, Tennessee, United States. Our team of experienced professionals specializes in investment management, financial planning, and wealth management services. With a focus on personalized solutions tailored to each client's unique goals and risk tolerance, we strive to help individuals and businesses achieve financial success. Contact us today to learn more about how PortfolioIA can help you secure your financial future.

7 Twelve Advisors LLC is a finance institution located at 10 Burton Hills Boulevard in Nashville, Tennessee, United States. With a focus on providing expert financial advice and services, 7 Twelve Advisors LLC helps individuals and businesses navigate the complexities of investment, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their futures.

Paul Seneker - Raymond James is a finance institution located at 1033 Demonbreun Street in Nashville, Tennessee, United States. With a focus on providing comprehensive financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your individual needs. Trust in our expertise and commitment to excellence as we work together to secure your financial future.

Hill John W is a reputable financial institution located at 1600 Division Street in Nashville, Tennessee, United States. With a strong focus on providing top-notch financial services, Hill John W is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Hill John W is here to help. Trustworthy, reliable, and committed to your financial success, Hill John W is the go-to institution for all your financial needs.

Weaver C Barksdale & Associates, located at 1 Burton Hills Boulevard in Nashville, Tennessee, is a finance institution specializing in investment management. With a team of experienced professionals dedicated to helping clients achieve their investment objectives, Barksdale Investment Management offers tailored portfolios based on disciplined strategies to meet the specific needs and risk parameters of each client. As an independent, employee-owned firm and certified Women’s Business Enterprise, Barksdale has been providing customized fixed income and equity management services to institutional clients since 1984. With a focus on downside protection and active portfolio management, Barksdale has $3.5 billion in assets under management across a range of strategies. Contact them at (615) 665-1085 for more information.

ith individuals in your industry and understand the financial complexities that come with it. We can help you develop a customized wealth management strategy that aligns with your unique goals and risk tolerance. From managing concentrated stock positions to navigating complex tax implications, our team of experts is here to provide you with personalized guidance and support. Whether you are looking to diversify your portfolio, plan for retirement, or create a legacy for future generations, we are dedicated to helping you achieve your financial objectives. With access to the resources and insights of a global financial institution, we can create tailored solutions that address your specific needs and aspirations. Partner with us to simplify your financial life and pursue what matters most to you.

Merrill Lynch Private Wealth Advisor Joshua C. Herring is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. They offer industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, they work with a limited number of clients to provide customized services for all aspects of their financial life, now and for future generations. Their team of private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with relationships based on trust and personalized service. They offer strategies designed to help clients achieve their goals, whether it's wealth management, asset allocation, or tax and estate planning.

Wells Fargo Advisors is a finance institution located at 3100 West End Avenue in Nashville, Tennessee, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and tailored solutions to help individuals and businesses navigate the complexities of the financial markets. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is committed to helping you build a secure financial future.

REIT Investment Group, LLC is a reputable finance institution located at 102 Woodmont Boulevard in Nashville, Tennessee, United States. Specializing in Real Estate Investment Trusts (REITs), our team of experienced professionals provides expert advice and services to help clients navigate the complex world of real estate investing. With a focus on maximizing returns and minimizing risks, we strive to help our clients achieve their financial goals through strategic investment solutions. Trust REIT Investment Group, LLC for all your real estate investment needs.

Kyle Killett - Morgan Stanley is a leading financial institution located at 3102 West End Avenue in Nashville, Tennessee. As part of the prestigious Morgan Stanley brand, our dedicated team of financial professionals is committed to providing top-notch services and personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, Kyle Killett - Morgan Stanley is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Taryn Simm - Morgan Stanley is a prestigious finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. With a strong reputation for providing top-tier financial services, Taryn Simm - Morgan Stanley offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Taryn Simm - Morgan Stanley are dedicated to helping you secure a prosperous financial future.

Dozier & Associates is a leading finance institution located at 4825 Trousdale Drive in Nashville, Tennessee, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, and retirement planning. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can help you manage your finances effectively.

Howe & Rusling is a finance institution located at 209 10th Avenue South in Nashville, Tennessee, United States. As a full-service wealth management firm, we offer services such as financial planning, investment management, estate planning, and tax strategy. Our approach is holistic and data-driven, focusing on optimizing your financial wellbeing. We work collaboratively with clients to create strategic roadmaps to help achieve their financial goals. Our team is dedicated to providing expert advice and guidance during life-changing events, ensuring our clients feel confident and empowered in their financial decisions. We believe in continuous improvement and strive to be better tomorrow than we are today. Our goal is to help clients invest in their future so they can focus on doing what they love. Visit us at Howe & Rusling and let us help you achieve financial success.

Ernst & Young (EY) is a global institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. Specializing in accounting and finance, EY offers a range of services including assurance, consulting, strategy and transactions, and tax services. The institution focuses on building trust and confidence in the capital markets and economies worldwide, developing outstanding leaders to deliver on promises to stakeholders. EY is known for its commitment to creating a better working world for its people, clients, and communities. EY provides insights and quality services to help companies ensure privacy, transparency, and accountability as they implement AI. The institution features leaders such as Samta Kapoor, Mitch Berlin, Bruno Sarda, Mary de Wysocki, and Tom Edwards who discuss topics such as AI in M&A transactions, climate change and sustainability, and the use of AI to create value in business operations.

RSM US LLP, located at 1222 Demonbreun Street in Nashville, Tennessee, is a leading accounting and finance institution offering assurance, tax, and consulting services for middle market leaders. Our team of dedicated professionals provides insights and solutions to help you navigate industry trends and drive your business forward. We leverage digital tools to enhance your experience and deliver impactful results. As a member firm of RSM International, we collaborate with global partners to serve clients worldwide. With a focus on understanding your needs and embracing diversity, we empower our team to make a meaningful impact in their careers, communities, and beyond. Stay informed on our latest news and thought leadership by visiting our website. Partner with RSM US LLP to unlock the power of progress and achieve your business goals.

Hickman & Associates, CPAs, PC is a reputable accounting and finance institution located at 2451 Atrium Way in Nashville, Tennessee, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Hickman & Associates, CPAs, PC is known for their attention to detail, personalized approach, and commitment to excellence in all aspects of their work.

David W Darst - Morgan Stanley is a prestigious finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. As a branch of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, David W Darst - Morgan Stanley is dedicated to providing top-notch service and expertise.

Bob Gessler - Morgan Stanley is a premier financial institution located at 3102 West End Avenue in Nashville, Tennessee. As a branch of the renowned Morgan Stanley, we offer a wide range of financial services including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Bob Gessler - Morgan Stanley is here to provide expert guidance and personalized solutions. Visit us today and take the first step towards a secure financial future.

Advanced Business Consultants is a premier accounting and finance institution located at 162 4th Avenue North in Nashville, Tennessee. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses of all sizes. From bookkeeping and tax preparation to financial analysis and strategic planning, we offer a comprehensive range of services to help our clients succeed. With a commitment to excellence and a track record of success, Advanced Business Consultants is the go-to destination for all your financial needs.

The Levy Group is a reputable institution specializing in accounting, finance, and legal services. Located at 3200 West End Avenue in Nashville, Tennessee, United States, The Levy Group offers expert financial and legal advice to individuals and businesses alike. With a team of experienced professionals, the institution prides itself on providing top-notch services to help clients navigate complex financial and legal matters. Whether you are seeking assistance with tax planning, financial analysis, or legal representation, The Levy Group is dedicated to helping you achieve your goals.

Elliott Davis | Vaden Group is a leading accounting and finance institution located at 1600 Division Street in Nashville, Tennessee, United States. We offer forward-thinking solutions to make businesses better, providing a full spectrum of assurance services to help clients make informed decisions. With a 360-degree approach to understanding each business, we deliver results-oriented solutions and strive to reduce tax-related costs. Since our founding in 1920, we have been committed to excellence for both our clients and employees. As an independent firm associated with Moore North America, we offer access to national and international resources through our global network. Join our award-winning team and let us help you succeed in today's global marketplace. Visit our International practice page for more information. Elliott Davis is a proud member of Moore North America, a regional member of Moore Global Network Limited. Each location is independently owned and managed, and membership in MNA does not imply any partnership between firms.

Crowe LLP is a well-established accounting and finance institution located at 720 Cool Springs Boulevard in Franklin, Tennessee, United States. With a strong reputation for providing expert financial services, Crowe LLP offers a wide range of accounting solutions to help businesses and individuals manage their finances effectively. The institution is known for its professionalism, integrity, and commitment to delivering top-notch service to clients. Whether you are looking for tax assistance, auditing services, or financial consulting, Crowe LLP has the expertise and experience to meet your needs. Visit their office in Franklin to learn more about how they can help you achieve your financial goals.

RubinBrown is a leading accounting and finance institution located at 1201 Demonbreun Street in Nashville, Tennessee. Specializing in a wide range of services to meet both business and personal needs, RubinBrown's team of experienced professionals offer expert tax, strategic business consulting, audit services, and more. With a focus on providing tailored solutions for various industries, RubinBrown's professionals bring years of focused engagement and skills to navigate industry-specific challenges. The institution also provides valuable insights on emerging trends and industry-specific information through virtual and in-person events. RubinBrown LLP recently named Megan Knoblauch as Managing Partner of its Kansas City office, succeeding Todd Pleimann. The institution is dedicated to delivering totally satisfied clients and building personal relationships, ranking 36th on Inside Public Accounting’s The IPA Top 500 in 2023. RubinBrown offers a range of services including financial statement audits, public company services, mergers and acquisitions, business advisory services, tax services, financial planning, risk management, and corporate finance. Join RubinBrown in being your best for others and explore the available opportunities at the institution today.

Cherry Bekaert is a nationally recognized accounting and finance institution located in Nashville, Tennessee. Our team offers a wide range of services, including risk management consulting for the financial services industry, digital advisory services, guidance through the loan forgiveness documentation process, and assistance with the Expanded Employee Retention Credit (ERC). Since entering the Nashville market in 2017, Cherry Bekaert has become one of the largest CPA and consulting firms in Middle Tennessee, with expertise in industries such as technology, healthcare, manufacturing, distribution, education, and nonprofits. Our team of certified public accountants and tax consultants provide innovative guidance on operational and financial matters to help clients achieve their business goals.

Burkhalter & Associates, PC is a leading accounting and finance institution located at 2809 Columbine Place in Nashville, Tennessee, United States. Our team at TBG is dedicated to helping businesses and individuals grow and protect their assets through legal, business, and accounting expertise. Whether you are starting a new business or need assistance with managing your finances, our highly experienced professionals are here to guide you every step of the way. Clients have praised The Burkhalter Group for their professionalism and support in handling bookkeeping, payroll, taxes, and estate planning. We offer one-on-one guidance to create a comprehensive financial plan that manages risk, improves performance, and ensures the growth of your wealth. During tax season, our team will help you maximize deductions and navigate the ever-changing tax regulations to avoid overpaying.

Deloitte, located at 1033 Demonbreun Street in Nashville, Tennessee, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage and navigate the ever-changing landscape of the industry. The institution offers training and mentorship programs to help individuals succeed in their careers, including veterans who bring valuable experience to the workplace. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The culture at Deloitte is inclusive, collaborative, and focused on high performance, offering top talent the opportunity to do their best work and make a difference on business-critical projects. Join Deloitte's Talent Network to explore career resources and potential job opportunities. Discover a world of inspiring connections and impactful work at Deloitte.

Wellvana is a healthcare institution located at 20 Burton Hills Boulevard in Nashville, Tennessee, United States. We specialize in helping doctors deliver life-changing healthcare through our high-touch approach to value-based care. By moving beyond fee-for-service, we connect healthy patient outcomes directly to the profitability of physicians and health systems. At Wellvana, we believe in partnering with physicians rather than just providing a platform. Our team visits practices in person to assist with day-to-day operations and offers support with coding, remote care management, and other initiatives to ensure success. We tailor our services to each practice, including flexible financial models and coding education.