Broker Check

Caldwell Group, LLC - Brentwood, TN

 
  • 5210 Maryland Way, Suite 202 Brentwood, TN 37027
  • (615) 370-8988 

Affiliated with Caldwell Advisors LLC

Alan A. Costa, CLU®, ChFC®, CDFA®

Financial Advisor

President of The Harpeth Financial Group

(615) 646-0047

Send an email

www.harpethfinancialgroup.com

Alan A. Costa, CLU®, ChFC®, CDFA®, Financial Advisor and President of The Harpeth Financial Group, began offering advisory services through Caldwell Advisors, LLC, a Registered Investment Advisor Firm in January 2015. A financial professional since 1970, he has gained the kind of in-depth knowledge that can only come from over four decades of experience. Founder of the Harpeth Financial Group, Alan Costa has the ability to provide high-net-worth individuals, retirees, business owners and professionals with comprehensive, unbiased, personalized financial services.


John W. Cobb, CFP®

Financial Advisor

(615) 377-8523

Send an email

www.johncobblpl.com

John W. Cobb, CFP ®, Financial Advisor, began offering advisory services through Caldwell Advisors, LLC, a Registered Investment Advisor Firm in April 2015. Having greater than thirty eight years of experience, John Cobb is a veteran of the financial planning industry. John works primarily with individuals, families, and small businesses in the areas of investment, retirement, and estate planning.


Beverly O. Davis, AWMA®

Financial Advisor

(615) 410-3664

Send an email

www.beverlyodavis.com

Beverly O. Davis, AWMA®, Financial Advisor, began offering advisory services through Caldwell Advisors, LLC, a Registered Investment Advisor Firm in July 2015. Beverly began her financial services career in August 2004. She believes in providing a professional and individualized approach to investing. Beverly primarily works with individuals, families and small businesses assisting them with their overall wealth management needs.


Ryan Snover

Financial Advisor

(615) 370-8881

Send an email

www.rrcwealth.com

Ryan Snover, Financial Advisor, has served the high net worth investment community for over 11 years, specializing in Retirement income Planning, institutional 401k management, and concentrated stock management.

A graduate of Kennesaw State University with a double degree in finance and economics, Mr. Snover founded RiverRock Capital Group LLC in 2016 to offer an enhanced service platform to help clients navigate this unprecedented economic landscape.