Broker Check

Caldwell Group, LLC - Brentwood, TN

 

5210 Maryland Way, Suite 202 Brentwood, TN 37027

(615) 370-8988 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Caldwell Group, LLC, founder Billy Ray Caldwell, Jr., has been helping clients pursue their financial goals since 1991. Mr. Caldwell’s focus has been providing highly personalized advice and wealth management services.

Read more

Natasha L. Smith

Chief Operating Officer

615-370-8988

615-370-8989

Natasha Smith, Chief Operating Officer, has worked in the financial services industry for more than 20 years. Natasha has had the opportunity to work with both independent and wire house firms.

Read more

Aaron Zauner

Wealth Management Advisor

615.370.8988

615.370.8989

Aaron Zauner, Wealth Management Advisor, has been directly advising individuals, families, and small business owners on personal finances and wealth management since 2005. After spending the last 15 years working in a corporate...

Read more

Bentley London

Wealth Management Advisor

615.370.8988

615.370.8989

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...

Read more

Debra Starnes

Client Service Associate

615.370.8988

615.370.8989

Debra Starnes, Client Service Associate, has been part of the financial and insurance industries for greater than 13 years. Debra is very detailed oriented, and providing accurate information to both clients and advisors is something...

Read more