Affiliated with Caldwell Advisors LLC
Alan A. Costa, CLU®, ChFC®
President of The Harpeth Financial Group
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.
Beverly O. Davis, AWMA®
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.
Bentley Y. London
Wealth Management Advisor
Bentley Y. London, Wealth Management Advisor, began his career in Financial Services in 2011. Bentley is a graduate of Middle Tennessee State University and holds a degree in Business Administration.
In 2018, Bentley joined Caldwell Advisors, LLC. Through his partnership with Caldwell Advisors, LLC, and LPL Financial, Bentley is able to provide comprehensive wealth planning to individuals, families, executives and business owners who require a more disciplined investment philosophy, while taking a holistic view of their individual financial situation.
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.