Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Managers

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Leadership

Jacob (Mac) Lee

Vice President

(615) 386-6398

jacob.lee@equitable.com

Ben Mellin

Financial Advisor

(414) 828-0892

ben.mellin@equitable.com

Alex Verrone

Branch Controls Manager

alexander.verrone@equitable.com

Anthony Stevens

Executive Vice President

3154256307

anthony.stevens@equitable.com

Bryce Johnson

Financial Professional

3154256371

bryce.johnson@equitable.com

Drew Kaelin

Financial Professional

502-777-7328

andrew.kaelin@equitable.com

Ethan Williams

Financial Advisor

3154256376

ethan.williams@equitable.com

Nicholas Robinson

Financial Professional

3154256301

nicholas.robinson@equitable.com

Victoria Calvin

Operations Coordinator

629-257-3829

615-386-6362

victoria.calvin@equitable.com

Find A Team Member

Dallas George
Michael McManus CLU
Michael "Trey" Ogle
Tony Helton
Tracey Hay
Alex Verrone
Anthony Stevens
Ben Mellin
Bill Bryson CFP®, ChFC®, CLU®
Bryce Johnson
Cade Graham
Carol Cothran
Cindy Key
Cindy Boteler
Coleman Kruse
David Paczko
David Jeffries
Devon Quirk
Dillon George
Drew Kaelin
Dustin Scobey
Erica Croomes
Ethan Williams
Floyd Hughes
Gabe Gamble
Gavin Higgins
Hurley Williams
J Raschke
Jack Austin
Jacob (Mac) Lee
Jillinn Wilson
Jonathan McShan
Justin Yoon
Justin Barr
Kimberly Rainwater
Kurt Coalmer
Kyle Setelin
Latrice Smith
Maddy Salas-Rubin
Matt Wiseman
Melvin Norwood
Michael V Biggs, CLU, ChFC, MBA
Mitchell Crispin
Nicholas Robinson
Parker Barton
Ron Fox
Sahvanh Ford
Samuel Greenwell
Terran Kidner
Vicky Hill
Victoria Calvin
Will Evans
Will Diaz
Will Parker

Our Staff

The support behind our leadership and financial professional team.

Staff

Cade Graham

Operations Associate for Will Parker

615-224-6358

cade@cleargrovewealth.com

Carol Cothran

Assistant to Cindy Boteler

6153866373

carol.cothran@equitable.com

Cindy Key

Assistant to Will Parker

(615) 386-6383

cindy@cleargrovewealth.com

David Paczko

Operations Manager for Jacob "Mac" Lee

6153866377

6158514916

david.paczko@equitable.com

Floyd Hughes

Associate to Dallas George

Hurley Williams

Associate to Dallas George

hurley@waypointfinancialpartners.com

Kimberly Rainwater

Client Relationship Manager to Matt Wiseman

(423) 472-1947

kim@waypointfinancialpartners.com

Kurt Coalmer

Operations Manager

kurt@waypointfinancialpartners.com

Maddy Salas-Rubin

EVP Assistant to Anthony Stevens

615.292.5043

Maddy.Salas-Rubin@equitable.com

Melvin Norwood

Associate to Dallas George

melvin@waypointfinancialpartners.com

Sahvanh Ford

SE Complex Digital Manager

Vicky Hill

Assistant to Dallas George

vicky@waypointfinancialpartners.com

Will Evans

Business Manager

423-508-3037

will.evans@equitable.com

Our Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in Nashville, Memphis, Clarksville, Knoxville, Bristol, and Chattanooga, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.