Financial Planning and Wealth Management— THE RIGHT WAY

LET US ASSIST YOU IN ACHIEVING YOUR FINANCIAL GOALS

At TBH, our goal is to deliver personalized financial services and planning solutions to help each client build, manage and preserve wealth. We tailor our financial advice to each client’s unique situation and build a structured financial plan that is periodically fine-tuned as circumstances require. We operate collaboratively as a team so that you receive the benefit of our collective intelligence, expertise and passion.

We Are Fee-Based Financial Professionals

Our advisors are fee-only professionals, meaning we have no financial incentives to recommend certain financial products over another. We work solely for our clients to create financial plans that are client goal-driven, not commission driven. Our independence allows us to fully align our efforts with our clients’ interests, creating a true fiduciary relationship.

MEET THE TBH TEAM

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David Merrell

TBH Global Asset Management
The Merrell Group

Read David's Bio

Travis Anderson

TBH Global Asset Management
The Anderson Team

Read Travis' Bio

Sam Davis

TBH Global Asset Management
Davis / Reynolds Team

Read Sam's Bio

Phil Reynolds, CFP®

TBH Global Asset Management
Davis / Reynolds Team
TBH Sports

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David Singer

TBH Advisors

Read David's Bio

Jeff Littrell

TBH Advisors

Read Jeff's Bio

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William Butler

TBH Advisor

Read William's Bio

Josh Davis

TBH Advisor

Read Josh's Bio

Holly Merrell

The Merrell Group

Read Holly's Bio

Brett Walters

TBH Plan

Read Brett's Bio

Meet Chevonne Farler

Chevonne Farler

TBH Advisor

Read Chevonne's Bio

Brandon Williams

Brandon Williams

TBH Sports

Read Brandon's Bio

Nick Warf

Davis / Reynolds Team

Read Nick's Bio

Andrew Hillis

Davis / Reynolds Team

Read Andrew's Bio

Kim Sams

The Anderson Group

Read Kim's Bio

Meet Melanie Fortunato

Melanie Fortunato

Davis / Reynolds Team

Read Melanie's Bio

Meet Regina Willis

Regina Willis

Davis / Reynolds Team

Read Regina's Bio

WE CAN HELP YOU WITH WEALTH MANAGEMENT INVESTMENTS FINANCIAL PLANNING

TO GET STARTED, CONTACT THE OFFICE NEAREST YOU

 (615) 690-4820 
6 Cadillac Dr, Suite 300
Brentwood, TN 37027

(615) 465-6397
125 Third Ave N
Franklin, TN 37064

Chevonne Farler

Meet Chevonne Farler

Financial Advisor

As a Wealth Management Advisor since 2005, Chevonne’s passion is helping clients create holistic financial plans that are flexible to move and adapt to a clients’ needs throughout the different stages of life. 

Like many of her clients, Chevonne has faced different challenges, from her parents’ divorce at a young age to her husband’s coma in 2006, etc. These life experiences allow her to relate and have empathy for the challenges that her clients may face; and, allow her to see the role financial planning plays in weathering these unforeseeable events. She spends time with each of her clients to fully understand their life’s journey, and what role their finances play in their journey. 

Chevonne is a native to Franklin, TN, and lives there now with her husband, Daryl, and children, Clark and Bristol. She is involved with Amputee Blade Runners, a non-profit providing free running prosthetics to amputees, coaches her daughter’s basketball team, and attends Harpeth Hills Church of Christ. She is an alum of Alpha Chi Omega at Middle Tennessee State University, and of Battle Ground Academy, where her children attend currently.

Brett Walters, CFP

With over 10 years of experience in financial planning, Brett brings to bear a depth of knowledge and familiarity with complex financial strategies in his service to clients. Service has long been a defining characteristic for Brett and his unconventional path to his calling as a financial planner provides him with a unique perspective to serving his clients.

Soon after graduating high school, Brett enlisted in the US Navy and completed the arduous training to become a Navy SEAL. He had the honor to serve in the presence of heroes through two overseas deployments in support of Operation Enduring Freedom. Although few of the elite skills from the military translated over to his current profession, many of the traits he learned at an early age provide unique advantages in his current role as a fiduciary financial planner, among them attention to detail, disciplined process, dedication to the mission (the client), and a commitment to excellence.

After the SEALs, Brett graduated from the University of Colorado at Denver with a Bachelor’s in Finance, with honors. Brett resides in Nashville with his wife, Emily, and two young sons, Kingston and Troy. A lifelong learner, he’s attends West End Community Church and spends his free time in the outdoors with his family.

Holly Merrell

Holly brings a personal touch and a wealth of knowledge to each client relationship. She instills a “control what you can control” philosophy and seeks to remove roadblocks and unknown obstacles, allowing her clients to find clarity and to focus on their desires.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.

Jeff Littrell

Jeff has had a fifteen year career in the Financial Services industry previously working with both Edward Jones and Wells Fargo Advisors. A Middle Tennessee native, Jeff holds degrees from Martin Methodist College, MTSU, and Vanderbilt University. His wife Marie is the Executive Director of Adams Place Assisted Living and Memory Care, and together they have seven children and fourteen grandchildren. He is very active in his church (New Vision) where he teaches Sunday School and serves in numerous other capacities. Jeff and Marie enjoy family, travel, music, and he is an avid football fan cheering on the Blue Raiders, Volunteers, and Titans.