NICK WARF

Nick joined TBH in July of 2015. He brings over 20 years of experience in the investment industry to the team. Nick’s role as a Financial Planner allows him to interact with clients and help them build comprehensive financial plans for their future. Nick also serves as the firms Chief Compliance Officer. 

He obtained his Certified Financial Planner™ designation while working with TBH in 2020.  Prior to joining TBH, Nick worked as an investment officer with Independence Trust Company in Franklin, TN and at Hays Advisory in Brentwood, TN.

Nick received his Bachelor of Business Administration with an emphasis in Finance from Belmont University in 2000. He enjoys golf and all things Vanderbilt athletics. He is a lifelong Middle Tennessee resident and currently lives in Franklin with his wife and son. 

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.