Financial Planning and Wealth Management— THE RIGHT WAY

LET US ASSIST YOU IN ACHIEVING YOUR FINANCIAL GOALS

At TBH Advisors, 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.

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WE CAN HELP YOU WITH

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

(615) 751-0985
2615 Medical Center Parkway
Murfreesboro, TN 37129

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.

Brandon Williams

Brandon Williams brings over eight years of experience in operations and relationship management within the sports industry. He joined the TBH family in 2010 with his heart set on developing a successful sports division that not only protect the assets of professional athletes, but one that helps to secure their financial legacy.

If there is one word outside of TBH Sports’ proven track record that has contributed to the division’s overall success, it would be “trust”. Williams is able to use his personal and professional experience to relate to the needs of his clients beyond their professions. As a four-year letterman in college football, three-year Ohio Valley Conference Academic All-American and two-year operations and player development intern with the NFL’s Buffalo Bills, Williams is able to serve as a multifaceted to TBH Sports’ clients. In 2015, Williams spearheaded TBH Sports’ inaugural Beyond the Game Athlete Summit, in Atlanta GA – hosting over 15 professional athletes in a two-day experience fused with financial education, networking opportunities and fun.

Although Williams is typically traveling across the country meeting with prospects or handling the ever-so-changing needs of his clients, he still manages to maintain a healthy work-life balance. In his spare time, Williams enjoys socializing with friends and family, bowling, talking sports, and attending sporting events. However, there is nothing he enjoys more than spending time with his daughter Caira Janae Williams. Brandon Williams is a member of Kappa Alpha Psi Fraternity Inc. He holds a Bachelors of Science degree in Human Performance and Sports Science from Tennessee State University and a Master of Arts in Sports Administration. Williams currently resides in Atlanta, GA.

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.

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.

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.