Stifel - Nashville, TN

Although our firm's formal founding was in August 2022, our legacy has been built by our founder, Meredith Flautt, and over 40 years of his experience. Our team is the means by which we will continue the work Meredith began and grow it into the future. Jonathan Farrell joined Meredith in his pursuit of growth for his clients and serves as a key leadership figure, along with his title as Director of Retirement Plan Services. Our team is guided by the principles of teamwork and collaboration to ensure that our clients' needs are met. This is embodied by our team’s makeup, where different members of our team have areas of expertise that complement each other.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kraft Asset Management, LLC is a premier financial services provider based in Nashville, Tennessee. With a focus on finance, financial services, investing, and investment services, our team of experienced professionals offers a comprehensive range of services to clients in the Nashville area. Our expertise spans financial and investment planning, portfolio management, small business owner guidance, debt management, affluent client guidance, tax management, risk management, retirement planning, cash flow analysis, social security strategies, employer-sponsored retirement plans, legacy planning, estate strategies, charitable giving, extended care strategies, and life insurance.