Tommy Doerfler, CFP®, CEPA®

President & Wealth Advisor

Phone Number:

629-654-7191

“My passion is bringing simplicity to complicated situations.”

Mission

Partners with you in setting goals, overcoming obstacles, and developing your comprehensive plan.

Background

Tommy pursued his formal education in business administration with an emphasis in finance from Middle Tennessee State University after years of touring as a professional country musician. Since deciding to become a wealth advisor, Tommy has continued furthering his knowledge, education, and commitment to his clients and community. Tommy also leverages his passion for supporting business owners by volunteering with SCORE, helping to empower and equip entrepreneurs for success.

Personal

Met his wife, Amy, here in Nashville. They enjoy visiting new places with their daughter, Vivien, and spending time with their families. When not in the office or catching a Nashville SC match, you can find Tommy involved in multiple community-building and philanthropic events with organizations like Operation Andrew Group and Thistle Farms.

Accolades*

Named to Forbes Best-in-State Wealth Advisors for 2022

Named to Forbes Best-in-State Wealth Advisors for 2021

Named to Forbes Top Next-Gen Wealth Advisors for 2020

Accreditations

What do all those acronyms mean, anyway?

CFP® – A CFP®, or CERTIFIED FINANCIAL PLANNER™, professional has met strict standards for excellence laid out by the Certified Financial Planner Board of Standards in the areas of education, examination, experience, and ethics to receive this particular designation.

CEPA® – A CEPA®, or Certified Exit Planning Advisor, has successfully completed a multi-day course through the Exit Planning Institute™ that educates them on how to work with businesses and business owners of all sizes and styles to help ascertain financial goals and strategize for a profitable planned or unplanned transition.

Series 7 – A Series 7 license requires candidates to pass an exam covering investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans. The license permits me to buy and sell a wide variety of securities products, with the exception of commodities and futures.

Series 66 – Not to be confused with the infamous route where one gets one’s kicks, this license can only be acquired by someone who already holds a Series 7 license (see above) and qualifies me as an investment advisor representative. It requires candidates to pass an exam covering topics on providing investment advice and effecting securities transactions for clients.

Health & Annuity Licenses – These licenses permit me to solicit and sell fixed annuities, disability insurance, and other important types of health and life insurance to help protect your income and assets against unexpected events such as long-term illness, injury, or death.

Get the Quality You Deserve

Take confidence in our financial expertise. We help clients build wealth through Comprehensive Financial Planning with a specialty in fee-based professional money management, tax reduction strategies and exceptional customer service.

Check the background of this firm on FINRA’s Broker Check

Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.

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