Arrow Alliance

Theodore Nielsen is a financial advisor with AllianceBernstein L.P. based in Nashville, TN. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., LLC, Fidelity Brokerage Services LLC, Edward Jones, and Thrivent Financial. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and private clients with a broad range of investment products and services across equities, fixed income, multi-asset, and alternative strategies. The firm combines fundamental, economic, and quantitative research disciplines to support portfolio management and offers both discretionary and non-discretionary solutions.

Grayson Garvin is a CFP® certificant with seven years of experience in financial advising. He is the sole advisor at Arrow Alliance, where he has worked since 2022. Prior to that, he held roles at Dixon Wells and multiple entities affiliated with Southwestern Investment from 2018 to 2022. Before entering the financial industry, he spent six years with the Tampa Bay Rays. Arrow Alliance offers ongoing financial counsel and discretionary wealth management to individuals, families, businesses, trusts, estates, and retirement-plan sponsors. The firm employs a goals-based, long-term asset allocation strategy incorporating various analytical methods and provides services including fixed-fee financial counseling, wrap-fee discretionary management, and detailed retirement-plan consulting.