TCM

Morris Nutt is a financial advisor at Trinity Capital Management, LLC (TCM) with 28 years of industry experience. He holds a Series 63 designation and has held roles at multiple firms, including Kingswood Wealth Advisors, LLC, Raymond James Financial Services Advisors, Inc., and his own firm, Morris Nutt Financial, LLC. Outside of his advisory work, he serves on the advisory board of Chalice Wealth Partners and is involved in providing audio devices through PRA Audio. Trinity Capital Management offers discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs a broad investment approach, including equities, mutual funds, ETFs, REITs, and private placements, and utilizes third-party money managers, sub-advisers, and model portfolios to support its client base.

Carroll Davenport is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Capital Management since 2016, as well as at Raymond James Financial Services Advisors Inc. since 2016. Trinity Capital Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs a broad investment menu and uses sub-advisers and model portfolios to scale coverage, supporting a notably high client load per advisor.