• About FTB Advisors Header
  • Middle Tennessee: Biographies

  • Bryan Bell

    Bryan Bell, CFP,® CRC,®

    Vice President, Senior Financial Advisor

    511 Union Street, 4th Floor, Nashville, TN 37219
    615-734-6083
    rbbell@FTBAdvisors.com

    EXPERIENCE

    • 15 years of experience in the financial services industry
    • Currently focused on providing: Analysis Based Comprehensive Estate Planning, Retirement Planning, Trust Administration and Asset Management

    EDUCATION

    • University of Tennessee, B.S.

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Registered Investment Advisor
    • CERTIFIED FINANCIAL PLANNERTM
    • Certified Retirement Counselor®
    • Investment and Insurance Licensed, including Tennessee Resident Life and Health Insurer
    • National Association of Security Dealers Series 24

    COMMUNITY INVOLVEMENT

    • Audit Committee Member, Honorary Board and Past President WAVES, a non-profit agency in Williamson County
    • Past President and Current Board Member of A.B.L.E. (Athletes Building Life Experiences), a non-profit organization helping children in wheelchairs build independence through participation in various sporting activities
    • Board Member, Fifty Forward Endowment and Chair of the Endowment's investment committee
     

    Return to Middle Tennessee Main Page

    Ryan Belwood

    Ryan Belwood, AIF,®

    Vice President, Financial Advisor, Corporate Retirement Services

    511 Union Street, 4th Floor, Nashville, TN 37219
    615-734-6012
    rbelwood@FTBAdvisors.com

    EXPERIENCE

    • 13 years of experience in the financial services industry
    • Currently focused on Qualified & Non-Qualified group retirement plans, including:
      • 3(21) Investment Fiduciary Consulting Services
      • 3(38) Investment Fiduciary Services
      • Comprehensive Plan Design
      • Investment Provider Service
      • Fee Analysis, Employee Education Services
      • Cost/Benefit Research
      • Ongoing Compliance
      • Fiduciary Reviews
       

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7 & 66 Licensed
    • Life & Health Licensed
    • Accredited Investment Fiduciary® designation
     

    Return to Middle Tennessee Main Page

    Phillip Brooks

    Phillip Brooks

    Vice President, Senior Financial Advisor

    1214 Murfreesboro Road, Franklin, TN 37219
    615-790-5058
    pwbrooks@FTBAdvisors.com

    EXPERIENCE

    • 17 years of experience in the financial services industry
    • Currently focused on retirement and income planning, and investment and portfolio management

    EDUCATION

    • B.A., Freed-Hardeman University
    • M.A., Lipscomb University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 7, 63 65, & 66 Licensed
     

    Return to Middle Tennessee Main Page

    Kevin Clunan

    Kevin R. Clunan, CRC®

    Vice President, Senior Financial Advisor

    202 Franklin Road, Brentwood, TN 37027
    615-790-5193
    krclunan@FTBAdvisors.com

    EXPERIENCE

    • 18 years of experience in the financial services industry
    • Currently focused on providing estate and retirement planning

    EDUCATION

    • B.S., University of Tennessee, Knoxville

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Member, Leadership Brentwood
    • Active in Forest Hills Baptist Church
     

    Return to Middle Tennessee Main Page

    Joseph Grenvicz

    Joseph E. Grenvicz, CFP®, ChFC®, CRC®

    Vice President, Financial Advisor

    60 Music Square East, Suite 390, Nashville, TN 37203
    615-734-6080
    jegrenvicz@FTBAdvisors.com

    EXPERIENCE

    • 12 years of experience in the financial services industry

    EDUCATION

    • Belmont University, Business Administration, 2001

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7 & 66
    • Licensed life and health insurance agent
    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Financial ConsultantTM
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Past President, and Audit Committee Member, WAVES, a non-profit agency in Williamson County
    • Past President and Current Board Member of A.B.L.E. (Athletes Building Life Experiences), a non-profit organization helping children in wheelchairs build independence through participation in various sporting activities
    • Board Member, Fifty Forward Endowment and member of the Endowment's investment committee
     

    Return to Middle Tennessee Main Page

    Matt Knight

    Matt Knight, CFP,®CIMA,®ChFC®

    Vice President, Financial Advisor

    511 Union Street, Nashville, TN 37219
    615-734-6265
    pmknight2@FTBAdvisors.com

    EXPERIENCE

    • 13 years of experience in the financial services industry

    EDUCATION

    • University of Louisville, B.S., Finance

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Investment Management Analyst®
    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Financial Consultant®
    • Member, Investment Management Consultants Association
    • Member, Investment Advisory Committee, FTB Advisors, Inc.

    COMMUNITY INVOLVEMENT

    • Member of Brentwood United Methodist Church
    • Board Member of Big Brother Big Sister of Middle Tennessee
    • Course instructor for Certified Financial PlannerTM Certificate Program, Belmont University Center for Executive Education
     

    Return to Middle Tennessee Main Page

    Brian Kuefler

    Brian Kuefler, CFP®, ChFC®, CLU

    Vice President, Senior Planner

    231 Public Square, Suite 301, Franklin, TN 37064
    615-790-5287
    bskuefler@FTBAdvisors.com

    EXPERIENCE

    • 23 years of experience in the financial services industry

    EDUCATION

    • Florida State University, B.S.

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Life Underwriter
    • Chartered Financial Consultant
    • Financial Industry Regulatory Authority License Series 7, 65
    • Insurance licensed for life and health

    COMMUNITY INVOLVEMENT

    • Volunteer coach, youth sports
    • Former Board Member, Financial Planning Association
     

    Return to Middle Tennessee Main Page

    David Lambers

    David J. Lambers, AAMS®

    Vice President, Financial Advisor

    4938 Main Street, Spring Hill, TN 37174
    615-497-7062
    djlambers@FTBAdvisors.com

    EXPERIENCE

    • 10 years of experience in guiding clients through the financial services industry
    • Exceeding clients expectations in the following areas: retirement planning, professional managed accounts, customized portfolio & asset management, tax efficient investing, and personal financial, estate and education planning

    EDUCATION

    • Liberty University, Business Administration

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 63, 7, and 66
     

    Return to Middle Tennessee Main Page

    Lonnie Liston

    Lonnie L. Liston, CRC®

    Vice President, Senior Financial Advisor

    231 Public Square, Suite 301, Franklin, TN 37064
    615-790-5168
    llliston@FTBAdvisors.com

    EXPERIENCE

    • 22 years of experience in the financial services industry

    EDUCATION

    • B.S., Middle Tennessee State University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, and 63 licenses
    • Certified Retirement Counselor®
     

    Return to Middle Tennessee Main Page

    Shari Lyle

    Shari L. Lyle, CRC®

    Vice President, Financial Advisor

    511 Union Street, 4th Floor, Nashville, TN 37219
    615-734-6512
    sllyle@FTBAdvisors.com

    EXPERIENCE

    • 7 years of experience in the financial services industry

    EDUCATION

    • B.S.B.A., The Ohio State University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, and 65 license
    • Certified Retirement Counselor®
    • Life Insurance License 

    COMMUNITY INVOLVEMENT

    • Board Member, WAVES
    • Board Member, PCAT
    • Member, Little Black Dress Club
    • Member, OSU Alumni
    • Member, Delta Delta Delta Alumni
     

    Return to Middle Tennessee Main Page

    James Mays

    James M. Mayes

    Vice President, Financial Advisor

    4014 Hillsboro Road, Nashville, TN 37215
    615-300-7436
    jmmayes@FTBAdvisors.com

    EXPERIENCE

    • 22 years of experience in the financial services industry
    • Focused on understanding client’s goals and planning accordingly whether setting disciplined strategies around saving while accumulating wealth or creating streams of income to sustain clients throughout retirement

    EDUCATION

    • Bachelor of Science in Business Administration

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, and 66
    • Licensed life and health insurance agent
     

    Return to Middle Tennessee Main Page

    Leo Meany

    Leo R. Meany, CRC®

    Vice President, Financial Advisor

    154 Cason Lane, Murfreesboro, TN 37128
    615-849-7672
    lrmeany@FTBAdvisors.com

    EXPERIENCE

    • 21 years of experience in the financial services industry
    • Currently focused on consulting with and educating clients on their investment options, constructing and managing client portfolios, and providing solutions to address retirement, insurance, and other financial needs

    EDUCATION

    • Auburn University - Bachelor’s degree in Finance in 1990
    • Auburn University - Master’s in Business Administration in 1991

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 63, and 65 license
    • Resident TN Life and Health Insurance License
    • Non-resident AL Life and Health Insurance License
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Active in church and other community and sporting activities involving family
     

    Return to Middle Tennessee Main Page

    James Powell

    James W. Powell, Jr., CRC®

    Senior Financial Advisor

    1615 West Main St., Lebanon, TN 37087
    615-443-5942
    888-335-1104

    jwpowell@FTBAdvisors.com

    EXPERIENCE

    • 20 years of experience in the financial services industry

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Retirement Counselor®
     

    Return to Middle Tennessee Main Page

    Chris Slonecker

    Chris T. Slonecker

    VP, Business and Estate Insurance Planning Agent

    511 Union Street, Suite 400, Nashville, TN 37219
    615-574-9222
    ctslonecker@FTBAdvisors.com

    EXPERIENCE

    • 17 years in financial services
    • Currently focused on providing individual and business solutions using risk management products

    EDUCATION

    • B.S., Rhodes College, Memphis, TN

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 63, 7, and 24

    COMMUNITY INVOLVEMENT

    • Board Member and Treasurer, Welcome Home Ministries
     

    Return to Middle Tennessee Main Page

    Carrie Sykes

    Carrie Sykes

    Vice President, Senior Financial Advisor

    305 W. Northfield Blvd., Murfreesboro, TN 37129
    615-896-6659
    cbsykes@FTBAdvisors.com

    EXPERIENCE

    • 22 years financial industry experience
    • Areas of expertise include all areas of wealth management for a client's portfolio; tax free as well as tax deferred solutions, advisory services, retirement planning, and insurance

    EDUCATION

    • B.A. in Marketing and Psychology

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Financial Industry Regulatory Authority License 7, 6, 63, 24
    • Insurance licensed in areas of life, health, and variable annuity

    COMMUNITY INVOLVEMENT

    • Active member of Brentwood United Methodist Church
     

    Return to Middle Tennessee Main Page

    Richard Watson

    C. Richard Watson, CFP,® CFA,®

    Vice President, Senior Financial Advisor

    511 Union Street, 4th Floor, Nashville, TN 37219
    615-734-6367
    crwatson@FTBAdvisors.com

    EXPERIENCE

    • 20 years of experience in the financial services industry
    • Currently focused on providing: Customized Investment, Insurance, and Estate planning for high-net-worth clients
    • Additional expertise includes: Business Transition planning services for middle market clients ($10mm to $250mm in enterprise value)

    EDUCATION

    • Bachelors in Finance, Accounting, and Financial Services

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Chartered Financial Analyst®
    • Certified Financial PlannerTM
    • Series 7 & 63 licenses
    • Life & Health Insurance Licenses for TN
    • CFA Society of Nashville
    • Financial Planning Association

    COMMUNITY INVOLVEMENT

    • Volunteer, Hands on Nashville, Habitat for Humanity, Youth Villages, EastCAN
     

    Return to Middle Tennessee Main Page

    Scott Wettengel

    Scott T. Wettengel, CRC,®

    Vice President, Senior Financial Advisor

    668 Nashville Pike, Gallatin, TN 37066
    615-452-6377
    stwettengel@FTBAdvisors.com

    EXPERIENCE

    • 19 years of experience in the financial services industry

    EDUCATION

    • B.A., University of Tennessee, Knoxville

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 52 & 63 licenses
    • Chartered Retirement Counselor®
     

    Return to Middle Tennessee Main Page

    Tod Williams

    Tod Williams, CFP®

    Vice President, Senior Financial Advisor

    345 S. Jefferson Ave, Cookeville, TN 38501
    931-528-4750
    mtwilliams@FTBAdvisors.com

    EXPERIENCE

    • 22 years of experience in the financial services industry
    • Areas of expertise include all aspects of financial planning, retirement planning and advisory services, investment management and analysis

    EDUCATION

    • Tennessee Technological University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Financial Industry Regulatory Authority License 6, 7, 24, 63
    • Insurance licensed in areas of life and health

    COMMUNITY INVOLVEMENT

    • Board Member – Cookeville Cityscape, Main Street Organization
    • Board Member – City of Cookeville Retail Development Board
    • Former mayor of Algood, TN
    • Past President, American Heart Association

    Return to Middle Tennessee Main Page

  • Map - Ad1