Brentwood, TN Westpark Drive Office

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Joel Sues is a Series 65-licensed financial advisor at The Burney Company with seven years of industry experience. He has worked at Burney Partners, LLC since 2019 and previously at The Burney Company from 2016 to 2019. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, with tax preparation available via an affiliated CPA firm.

Nathaniel Willson is a CFP® and Series 66 licensed advisor at The Burney Company with one year of industry experience. Prior to joining The Burney Company, he worked at GreerWalker LLP and Grant Thornton LLP. The Burney Company advises primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages discretionary equity portfolios using a combination of proprietary fundamental and quantitative models and offers customized account options along with tax preparation services through an affiliated CPA firm.

Dylan Ibarra is a CFP® professional with three years of industry experience, currently advising clients at The Burney Company. His prior experience includes roles at The Advocate Group, Fidelity Investments, and JustTakeAction. The Burney Company primarily serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and employs a blend of proprietary fundamental and quantitative investment models, offering a range of account types and actively managed ETFs.

Robert Smith is a financial advisor with The Burney Company and holds a Series 66 designation. He has two years of industry experience, including prior roles at Wells Fargo Clearing and Performance Trust Capital Partners. Outside of finance, he has been involved with several sports organizations, including the Auburn University Baseball Team and the Birmingham Barons. The Burney Company serves individual investors, high net worth clients, small businesses, and various institutional accounts. The firm employs proprietary fundamental and quantitative investment models and offers discretionary equity portfolio management, financial planning, and related services through a multi-team advisory platform.

Brayden Oswald is a CFP® professional with three years of industry experience, currently serving as an advisor at The Burney Company. Prior to joining Burney, he held roles at MRWM Capital Management, MRWM Advisors d/b/a Music Row Wealth Management, and BLR. The Burney Company serves primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary fundamental and quantitative models and offers a range of investment solutions, including actively managed ETFs and customized portfolio options.