Brentwood, TN Westwood Pl Office

Michael Atnip is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has professional experience that includes roles at Harpeth Investment Partners LLC and his own CPA and insurance practices. Atnip has been active in financial and accounting services since 2008. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Wade Mcminn Jr. is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at Cambridge since 2011, following seven years at Mass Mutual Investors Services. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual, institutional, pension, and charitable clients. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and proprietary model strategies.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He previously worked at Mass Mutual Investors Services and has been with Cambridge since 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. In addition to his advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at New England Securities and Mass Mutual Investors Services. Outside of his advisory work, he serves on multiple boards, including St. Henry School, Seven Hills Swim and Tennis Club, and the Green Hills Girls Softball League. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary strategies through various platforms and proprietary model portfolios.

Thomas Bateman III is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2022, previously spending seven years with Wells Fargo Clearing. Bateman is also registered as an agent for variable annuities. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion-dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Anthony Youssefi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Cambridge in 2016. In addition to his advisory role, he is an independent insurance agent with various companies and a member of Capital Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while managing a multi-billion dollar asset base.

John Wooten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at multiple firms, including Cambridge Investment Research Advisors since 2018 and Marcum Benefit since 2016. Wooten also serves as an independent insurance agent and has experience with student loan referral services. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and offers a range of proprietary and third-party investment solutions.

Charles Estes is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors since 2011, following seven years at Mass Mutual Investors Services. Outside of his advisory role, he volunteers monthly for the Nashville Alzheimer's Golf Classic and serves on the board of the Pat Summitt Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms with access to third-party advisers and proprietary model strategies.