Cookeville, TN Office

Team
Updated today

Client AUM

$2,891,538,663

Clients

10,477

Advisors

3

Of 162 advisors across 81 offices

Location

228 E Broad St, Suite 100

Cookeville TN 38501

Advisors at this office

3

Advisors at this office

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Jason M

Series 66

Cookeville, TN

Creative Financial Designs, Inc.

Jason Murphy is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 11 years of industry experience. His work history includes roles at CFD Investments, Diamond Financial Group, and Creative Financial Designs since 2014. Outside of finance, he is active as a professional juggler and magician and also maintains a beekeeping activity. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research, offers a range of investment strategies including Biblical Responsible Investing, and provides flexible billing arrangements alongside a family of affiliated financial services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Daryl P

Series 63, Series 65

Cookeville, TN

Creative Financial Designs, Inc.

Daryl Phillips is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Financial Designs since 2017, alongside prior roles at Diamond Financial Group and CFD Investments, Inc. Phillips is also an independent insurance agent specializing in life insurance and annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael G

CFP®, Series 66

Cookeville, TN

Creative Financial Designs, Inc.

Michael Gray is a CFP® and Series 66-registered financial advisor with three years of industry experience. He is currently with Creative Financial Designs, Inc. and previously worked at several firms including Fidelity Financial Strategies and Lion Street Financial. Gray serves as Board President of the Hope Springs Clinic, a nonprofit providing mental health care services in his community. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs model-based asset allocations across varied risk profiles and supports Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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