WHO WE SERVE
Downtown Franklin, Tennessee
Spectrum Financial Advisors desire to be more than just financial advisors to our clients. For over thirty-five years, clients have trusted us to walk with them through their financial journey.
We build each family a globally diversified portfolio. Our portfolio is built to help earn better returns at each level of risk and can give you exposure to stocks and bonds from companies and governments in over 100 countries. We also offer well-known mutual funds and exchange-traded funds (ETF’s).
We realize each individual have different goals and aspirations for their financial future. We are known for our years of personal service, but also importantly our desire to cultivate a trusting relationship that extends for years.
What best describes your needs? SFA offers expert advise for the following:
Business Owners
Professionals
401K Plans
Retirement
Our Team
David serves the Founding Member of Spectrum Financial Advisors.
David was formerly with Wells Fargo Advisors since 1984 and received firm-wide recognition every year since 1997. David focuses on 401k retirement plans, endowments, foundations, non-profits and high net worth families.
While at Wells Fargo, David served as a Premier Advisor* and held the title of Managing Director – Investments, which is reserved for Financial Advisors at Wells Fargo who consistently demonstrated high ethical standards, achieve production criteria and maintain a strong commitment to client service excellence. During his career, David has been selected as one of the top 11 Financial Advisors in Tennessee by Research magazine** and one of the top 7 Financial Advisors in Tennessee by Barron’s magazine***.
David is graduate of the University of Tennessee and served as President of the Davidson and Williamson County UT Alumni Association and was a member of the UT Board of Governors. David also served as a member of the YMCA Y-CAP Board and Brentwood United Methodist Foundation Board. He is a past graduate of Leadership Brentwood and Leadership Middle Tennessee and currently serves on the Board of Directors for Second Harvest Food Bank.
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