David Merrell

Co-Founder and Director of Operations



For over 20 years, David has helped clients live a better life by helping them understand the entirety of their lifestyle, not just their investments. Over that timeframe, he has learned that the more you plan for life the higher likelihood you are to experience success and peace of mind. The desire to start TBH (Tortoise Beats Hare) Advisors with his co-founders, Travis Anderson, Sam Davis and Phil Reynolds, simply came from a goal of creating a firm in which advisors could truly offer customized solutions with transparency and unbiasedness based on each client’s situation. David is an avid reader of anything Behavioral Finance and is always seeking to understand how one’s preconceived notions can ultimately be the difference between success and failure. David graduated from the University of the South (Sewanee) with a B.A. in Psychology in 1993 while playing football and baseball and coaching basketball at St. Andrews-Sewanee School. David holds the FINRA Series 65 license and also serves as Chief Compliance Officer for TBH Advisors.