Five Star Wealth Managers - Five Star Professional

In a consumer study about dynamics between wealth 

managers and their clients, Five Star Professional polled 

wealth managers and consumers about communications. Both 

groups said that connecting three to four times a year is the 

right communications strategy, but expectations are not 

aligned in all areas: 

• 29 percent of consumers want to be contacted by their 

wealth manager whenever events require an update; only 7 

percent of wealth managers say they contact clients based 

on the impact of events. 

• 63 percent of consumers say they receive the right amount 

of communication from their wealth manager. 

From research conducted by Five Star Professional, April 2011. 

Wealth managers, broadly defined, are those 

individuals who help you manage your financial 

world and/or implement aspects of your financial 

strategies. Common examples of wealth managers 

a Select 

aWard 

award 

Special advertiSing Section 

2012 Memphis 

Five Star 

Wealth Managers 

are financial advisors, financial planners, investment 

advisors, tax advisors and estate planning attorneys. 

How do you find a wealth manager with experience, who 

has a good base of clients with high retention rates, and 

who has undergone a regulatory and complaint review? 

And when you find them, are they accepting new clients? 

Memphis magazine and Five Star Professional partnered to 

find wealth managers who satisfy 10 objective eligibility 

and evaluation criteria that are associated with wealth 

managers who provide quality services to their clients. 

Among many distinguishing attributes, the average oneyear 

client retention rate for this year’s award winners is 

more than 96 percent. 

Don’t listen to other people. Investigate 

for yourself. Be wary of advisers who say 

they never had a down year.” 

— Five Star Wealth Manager 

The 2012 Five Star Wealth Managers are a select group, representing less than 6 percent of the wealth 

managers in the Memphis area. (1) 

Although this list is a useful tool for anyone looking for help in managing their financial world or 

implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent 

wealth managers who, for one reason or another, are not on this year’s list. 

In order to consider a broad population of high-quality wealth managers, award candidates 

are identified by one of three sources: firm nomination, peer nomination or pre-qualification 

based on industry standing. Self-nominations are not accepted. Memphis award candidates 

CandidateS were identified using internal and external research data, including a survey to more than 

2,100 registered financial services professionals and all identified financial service companies in the area that are registered with 

FINRA or the SEC. 

www.fivestarprofessional.com: Five Star award information — FS 1 

2012 Five Star Wealth Managers

2012 Five Star Wealth Managers 

determination 

oF aWard WinnerS 

research 

diSCloSureS 

FS 2 — Five Star award information: www.fivestarprofessional.com 


Award candidates who satisfied 10 objective eligibility and evaluation criteria that are 

associated with wealth managers who provide quality services were named 2012 Five Star 

Wealth Managers. (2) 

Eligibility Criteria – Required (3) 

1. Credentialed as an investment advisory representative (IAR), a FINRA-registered 

representative, a CPA or a licensed attorney. 

2. Actively employed as a credentialed professional in the financial services industry for a 

minimum of five years. 

3. Favorable regulatory and complaint history review. (4) 

4. Fulfilled their firm review based on internal firm standards. 

5. Accepting new clients. 

Evaluation Criteria – Considered (3) 

6. One-year client retention rate (the average one-year client retention rate of this year’s 

award winners is more than 96 percent). 

7. Five-year client retention rate. 

8. Non-institutional discretionary and/or non-discretionary client assets administered (this 

year’s award winners administer an average of $102 million in client assets). 

9. Number of client households served (on average, this year’s award winners serve 255 

households). 

10. Education and professional designations. 

• Wealth managers do not pay a fee to be considered or 

placed on the final list of Five Star Wealth Managers. 

• The Five Star award is not indicative of the wealth manager’s future performance. 

• Wealth managers may or may not use discretion in their practice and therefore may not manage 

their clients’ assets. 

• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed 

as an endorsement of the wealth manager by Five Star Professional or Memphis magazine. 

• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future 

investment success, nor is there any guarantee that the selected wealth managers will be awarded 

this accomplishment by Five Star Professional in the future. 

• Five Star Professional is not an advisory firm, and the content of this article should not be 

considered financial advice. For more information on the Five Star award and the research/ 

selection methodology, go to www.fivestarprofessional.com. 

• (1) 695 award candidates in the Memphis area were considered for the Five Star Wealth Manager 

award. 166 (approximately 24 percent of the award candidates) were named 2012 Five Star Wealth 

Managers. 

(2) Wealth managers were required to certify that any information they provided was accurate. 

(3) Criteria 4, 8 and 9 do not apply to attorneys or CPAs. 

(4) As defined by Five Star Professional, the wealth manager has not: 

• Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine. 

• Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or 

Five Star Professional’s consumer complaint process. 

• Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority. 

• Filed for personal bankruptcy. 

• Been convicted of a felony. 

2012 

The Five Star award goes to less 

than 7 percent of wealth managers. 

Insights from Five Star 

Wealth Managers 

Wishful thinking is not 

planning. If you plan 

for the worst, you will 

never be unpleasantly 

surprised.” 

Clients don’t care how 

much you know until 

they know how much 

you care.” 

Only invest in 

something that 

you understand.” 

What matters most is 

how you recover from 

setbacks.” 

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website. Five Star Professional also 

uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists. Data submitted through these processes was applied per the above criteria: 

• Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history, based upon the criteria 

listed above. 

• Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth manager. 

• Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the 

opportunity to submit complaints regarding a wealth manager. More than 4,100 households in the Memphis area were contacted. 

The Five Star Wealth Manager selection criteria was updated for the 2012 award year. 2005 – 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback 

from clients, peers and industry experts. No more than 7 percent of wealth managers receive the award each year. The selection process for the 2005 – 2011 award winners can be 

found at www.fivestarprofessional.com/2011/wealth_managers_research_overview.php.

Business Planning 

C. Robert Brown · UCL Financial Group 

Reid Evensky · Reid D. Evensky 

Roy Keathley · Baker Donelson Bearman 

Caldwell & Berkowitze 

Paul Lawler · Glankler Brown 

Estate Planning 

Ben Adams · Baker Donelson Law Firm 

C. Michael Adams, Jr. · Williams McDaniel 

Edward Autry · Williams McDaniel 

Olen M. “Mac” Bailey, Jr. · The Bailey Law 

Firm, a Professional Corporation 

Page 9 

Jami Ferrell · Ferrell Law Firm 

J. Frank Hall, Jr. · Law Office of J. Frank 

Hall, Jr. 

Gary Jewel · The Jewel Law Firm 

Page 9 

Kermit Kaiser · Kaiser Financial Group 

Samuel M. Marks III · Marks Shipman & 

Lansky 

Patrick Mason · The Mason Law Firm 

George Nassar, Jr. · Glankler Brown 

R. Michael Potter · Burch Porter & Johnson 

Raymond Shainberg · Harkavy Shainberg 

Kaplan Dunstan 

Cynthia Tobin · Williams McDaniel 

Blanchard Tual · Tual Graves 

Thomas Tweel · Apperson Crump 

Financial Planning 

Sudhir Agrawal · Ameriprise Financial 

Services, Inc. 

Frank Allen · Shoemaker Financial Services 

Lawson Arney · Raymond James | Morgan 

Keegan 

Brown Baine · Wunderlich Securities 

Stanley Bilsky · Morgan Stanley Page 6 

Joshua Black · FirstCommand Financial 

Planning 

Kelly Bolton · Merrill Lynch 

Ray Brandon · Brandon Financial Planning 


award winners listed by primary services and listed alphabetically by last name. 

Elvis Brandon III · Brandon Financial 

Planning 

Richard Carman · Carman Financial 

Services Page 6 

Larry Clayton · CFH Financial Services 

Katie Cole · Ameriprise Financial 


Lorri Cordelli · Raymond James 

Jerry Corless · MidSouth Financial Group 

Darrell Douglas · Ameriprise Financial 

Services, Inc. Page 7 

Vera Feldman · Ameriprise Financial 


Kathy Fish · Fish & Associates Financial 

Services 

Jeremy Forbis · CFH Financial Services 

Gregory Gibson · Complete Financial 

Services 

Lee Greene · Financial Resource 

Management 

Ellis Haddad · Raymond James & Associates 

J. Andy Harris · Raymond James | Morgan 

Keegan 

Steven Holdsworth · Legacy Wealth 

Management 

William B. Howard, Jr. · William Howard & 

Company Financial Advisors 

Charles Hudson · Ameriprise Financial 


Stacey Hyde · Independent Wealth 

Management/Commonwealth Financial 

Network 

James Isaacs · Legacy Wealth Management 

Kevin Johnston · Financial Resource 

Management 

Christopher Kauker · Ameriprise Financial 


Owen Keith · FSG Investment Management 

Robert Kenney · Raymond James Financial 

Services 

Gary Kieffner, Jr. · Brandon Financial 

Planning 

Scott King · Raymond James | Morgan 

Keegan 

Burns Landess · Financial Focus 

Corporation 

Robert Leger · Applied Financial Strategies 

Deborah Wilson McVeigh · Legacy Wealth 

Management 

Hal Otey · Hal Otey Financial 

Hugh Parks · Lifetime Planning 

Page 9 

Vincent Perry · Ameriprise Financial 


Will Plyler · Wunderlich Securities 

John Prather · Capital Financial Advisors 

David Rochester · Shoemaker Financial 

Services 

Margaret Ryan-Smith · LPL Financial 

John Santi · Santi Company 

Sidney L. Seligstein · New York Life 

Insurance Company 

James Shamoun · Ameriprise Financial 


Madeline Simonetti · Ameriprise Financial 


Patrick Sirayathorn · The Hallthorn Group 

James Steiger · Calton & Associates 

Page 9 

Alvin Steinberg · Ameriprise Financial 


Scott Trammell · Strategic Financial Partners 

John Ueleke · Legacy Wealth Management 

John Paul Webber · The Associated 

Agency Page 8 

John Wheeler · Merrill Lynch 

Insurance 

Stephen Harris · AXA Advisors 

Roger Hill · Strategic Financial Partners 

John Keller · First Tennessee Brokerage 

Investments 

Mark Alexander · Morgan Stanley 

Page 8 

Tammy Alexander · Duncan-Williams 

Cecilia Althoff · Morgan Stanley 

Eric Baertels · Wells Fargo Advisors, LLC 

Mark Billions · Merrill Lynch 




Becky Bridgmon · Morgan Stanley 

Page 6 

Tom Christenbury · Duncan-Williams 

Alvin Russell Clack · Strategic Wealth 

Management 

Nancy Hughes Coe · Dominion Partners 

Private Wealth Management 

C. Robert Coe III · Dominion Partners 

Private Wealth Management 

Melanie Compton · First Tennessee 

Brokerage 

Christian Cornell · Carty & Company 

Christy Cornell · Cadence Financial 

Management/LPL Financial 

Bob Cremerius · Cremerius Wealth 

Management 

Francis Cunningham · Wunderlich 

Securities 

Robert Dingler · FSG Investment 

Management 

Rik Ditter · The Mutual Fund Store 

Jason Fair · Wunderlich Securities 

Robert Farrell · Wells Fargo Advisors, LLC 

Jerome Franklin · Wells Fargo Advisors, LLC 

Larry Goldsmith · Wunderlich Securities 

Robert Gooch · Raymond James | Morgan 

Keegan 

Thomas Gotwald · Wells Fargo Advisors, 

LLC 

Sarah Haizlip · Summit Asset Management 

Montie Hart · Wells Fargo Advisors, LLC 

Walker Hays · Wunderlich Securities 

Jay Healy · Century Wealth Management 

Steven Hefner · Edward Jones 

Brian Holladay · Merrill Lynch 

Lance Hollingsworth · Summit Asset 

Management 

E. Charles Jalenak · Legacy Wealth 

Management 

John “Barry” Jenkins · Wells Fargo Advisors, 

LLC 



award winners listed by primary services and listed alphabetically by last name. 

Larry Karban · Atkins Capital Management 

Curtis Keough · Raymond James & 

Associates 

Kevin Kimery · Morgan Stanley Page 8 

Brian Kinney · Dominion Partners Private 

Wealth Management 

Julie Kinney · Merrill Lynch 

Raymond Kinney · Merrill Lynch 

Arun Kulkarni · LPL Financial 

David Lee · David Lee Financial 

Page 9 

Hal Lewis · Stephens 

Randy Lillard · Edward Jones 

Myron Mall · Delta Asset Management 

Duncan Miller · Legacy Wealth Management 

John Miller · Edward Jones 

Terry Morris · Morgan Stanley 

Patrick Murphy · Edward Jones 

W. Seldon Murray · Merrill Lynch 

William Overcast · Legacy Wealth 

Management 

John “Jack” Parker · Morgan Stanley 

Page 8 

John Peterson · Wells Fargo Advisors, 

LLC Page 7 

John Pettey · Raymond James | Morgan 

Keegan 

Hallie Peyton · Legacy Wealth Management 

Jeff Phillips · Raymond James 

David Pickler · Pickler Wealth Advisors 

Tim Pilkington · Stephens 

John Ponnath · Edward Jones 

Brant Ray · Wells Fargo Advisors, LLC 

Page 5 

J. Randall Roper · Wells Fargo Advisors, LLC 

Charles Ruch · Merrill Lynch 

Julia San Roman · Edward Jones 

Julia Schap · Merrill Lynch 

Fred Schmitt · Thrivent Financial for 

Lutherans 

Michael Short · Wunderlich Securities 

Amery Staub · Summit Asset Management 

Weldon Stewart · Wells Fargo Advisors, LLC 

William Stoddard · Wunderlich Securities 

Robert Stokes · Wunderlich Securities 

Herbert Taylor · Wunderlich Securities 

Julie Terry · Ameriprise Financial Services, 

Inc. 

Alex Thompson · Summit Asset 

Management 

John Thompson · Thompson Wealth 

Management 

Michael Turner · Charles Schwab & 

Company 

Robert Wade · Morgan Stanley 

Anneliese Watts · Raymond James | Morgan 

Keegan 

Kevin Wells · Wells & Associates/Ameriprise 

Financial Services, Inc. 

Michael Wilcheck · Wunderlich Securities 

Jerry Williams · Nationwide Retirement 

Solutions 

Christopher Wiltse · Stephens 

Tate Yawn · Merrill Lynch 

Taxation 

Keith Clements · Fouts & Morgan, CPAs 

John Ivy · Frazee Ivy Davis Page 9 

David Jones · Watkins Uiberall 

James Liles · James F. Liles, CPA 

Mark McBryde · Mark W. McBryde, CPA 

Malcolm D. Myers · Malcolm D. Myers, CPA 

G. Shayne Smith · Lenahan Smith & 

Bargiachi 

Ben Watkins · Watkins Uiberall 

Trust Services 

Matthew Buyer · SunTrust Bank Page 9 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ® , Certified finanCial Planner and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who 

successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC ® ] is a financial planning designation awarded by The American College.

As a fi nancial advisor with Wells Fargo Advisors, I take great 

pride in listening and fully understanding your needs, helping 

clarify your goals, providing regular feedback on your progress 

and developing a customized strategy to guide you toward 

achieving fi nancial success. 


Brant A. Ray 

Exceptional Service, Personal Attention 

• Wealth management and preservation 

• Retirement planning and income strategies 

• Business retirement plans, IRA, 401(k) 

rollovers 

Title: Vice President – Investments 

Credential: AAMS® 

I can off er you a wide range of services, from helping you select 

individual investments to developing a retirement plan. With 

access to a broad array of company resources — including 

research analysts and economic and market experts — I can 

help you. 

6075 Poplar Avenue, Suite 650 • Memphis, TN 38119 | 5699 Getwell Road, Building F, Suite 3 • Southaven, MS 38672 

Memphis: (901) 818-1230 • Southaven: (662) 510-5164 

Cell: (901) 827-7551 • brant.ray@wellsfargoadvisors.com 

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the 

Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0912-02967]. 






Left to right: Three-year winner Becky Bridgmon and four-year winner Stanley Bilsky 

Thank you to those who selected us for the Five Star award. Our business is 

centered on our clients, because we recognize that they are our business. An 

independent, client-centered approach to service is the cornerstone of our 

practice. We are honored by and grateful for this recognition! 

Stanley Bilsky, Five Star award winner 2009 – 2012. Becky Bridgmon, Five Star 

award winner 2010 – 2012. 

© 2012 Morgan Stanley Smith Barney LLC. Member SIPC. 

The prospect of building, and maintaining, wealth through successful investing 

has never held greater appeal or been more complex. 

For 25 years, my practice has strived to provide competent, professional assistance 

and direction in an open, candid manner, while helping you pursue your individual 

fi nancial goals and objectives. 

Becky Bridgmon 

Stanley Bilsky 

Managing Your Wealth 

Through Life’s Transitions 

• Aiming to protect what you have worked to earn 

• Simplifi ed solutions to complex situations 

• Confi dence through planning 

Stanley Bilsky, CIMA®, Sr. Vice President, Wealth Advisor, 

Senior Investment Management Consultant 

Becky Bridgmon, CFP®, Vice President, Financial Advisor, 

Investment Management Consultant 

6410 Poplar Avenue, Suite 600 • Memphis, TN 38119 

Phone: (901) 766-6105 

stanley.bilsky@mssb.com • becky.bridgmon@mssb.com 

www.morganstanley.com/fa/thebilskygroup 

Richard L. Carman 

The 3 “Cs”: 

Caring, Comforting, Compassionate 

• Your needs 

• Your desires 

• Your comfort level 

Titles: President, LPL Registered Principal 

Credentials: CERTIFIED FINANCIAL PLANNER, CLU® 

6800 Poplar Avenue, Suite 105 

Memphis, TN 38138 

Offi ce: (901) 680-0448 

richard.carman@lpl.com 

www.lpl.com/richard.carman 

Securities and financial planning services offered through LPL Financial, a Registered Investment Advisor — Member FINRA/SIPC. 

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Whether you are looking for investment strategies, retirement income, funding for 

your child’s education, estate or tax management strategies, we will work with you 

on your terms. Backed by a team of professionals who specialize in everything from 

retirement and tax management strategies to insurance and asset management, 

we have the resources to support all of your fi nancial needs throughout your life. 

Darrell Douglas 

We Shape Financial Solutions 

for a Lifetime® 

• Douglas & Associates, a fi nancial advisory practice 

of Ameriprise Financial Services, Inc. 

Darrell Douglas, Financial Advisor, 

CERTIFIED FINANCIAL PLANNER 

138 Timber Creek Drive 

Cordova, TN 38018 

Phone: (901) 312-5099 

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial 

advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. 

Left to right: Stephanie Gear, ve-year winner John T. Peterson 

In today's complex, fast-moving world, most investors need a fi nancial advisor 

to develop and pursue a comprehensive wealth management strategy. Backed 

by the superlative resources of Wells Fargo, a leader in brokerage and banking 

services, John has the ability to off er a vast range of investment solutions, 

including equities, fi xed income, insurance, alternative investments and access to 

lending services available through affi liates of Wells Fargo & Company. 

John is very proud to receive this recognition. 

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John T. Peterson 

Reliable Financial Advisor 

• Independent, objective advice 

• Comprehensive preservation strategies 

• Commited to understanding your needs 

John T. Peterson, Senior Vice President – Investments 

Stephanie Gear, Senior Registered Client Service Associate 

Wells Fargo Advisors, LLC 

6075 Poplar Avenue, Suite 650 


Direct: (901) 818-1247 

Toll-free: (800) 238-6120 

john.t.peterson@wfadvisors.com 

home.wellsfargoadvisors.com/John.T.Peterson 

Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award and the Five Star selection 

process. Wells Fargo Advisors Financial Network, LLC, Member SIPC, is a registered broker-dealer and separate nonbank affiliate of Wells Fargo & Company. [CAR 0912-02455]. 

Investment and Insurance Products: 

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value 

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Two-Year 

Winner 

Mark Alexander 


The Chickasaw Oaks Group at 

Morgan Stanley 

6410 Poplar Ave. 


Phone: (901) 766-6172 

mark.alexander@mssb.com 

Personalized Service in a Family-Offi ce Atmosphere 

John “Jack” Parker 


• Capital markets — equities, taxable and municipal bonds 

• Portfolio management — equities and fi xed income 

• Financial planning — retirement and estate 

Title: Senior Vice President 

2009 – 2012 Five Star award winner 

The Chickasaw Oaks Group was established to provide personalized 

wealth management services to our clients and their families. We 

accomplish this by developing strong personal relationships based 

on the highest ethical standards of honesty, trust and respect. Backed 

by Morgan Stanley, one of the world’s pre-eminent brokerage and 

investment banking fi rms, our goal is to provide our clients with 

exceptional service and well-suited wealth management solutions. 


6410 Poplar Ave., Ste. 600 


Direct: (901) 766-8638 

Toll-free: (800) 659-6659 

jack.parker@morganstanley.com 

www.morganstanley.com/fa/jack.parker 

Providing Investment Experience 

• CFO of Union Planters Corporation 

• Sr. Investment Offi cer of UPC 

• Manager of Bank Trust Investment Department 

Titles: First Vice President, Wealth Advisor 

Credential: MBA in Finance, University of Memphis 

You need experience to deal with the complexity of the current 

markets. Let us help you meet your goals by providing access 

to seasoned and respected investment professionals, a premier 

trading and execution platform and a full spectrum of investment 

choices. Jack received the Five Star award winner in 2010 and 2012. 


Kevin D. Kimery 

6410 Poplar Ave. 


Phone: (901) 766-8609 

kevin.d.kimery@mssb.com 

Understanding the Complexities of Wealth 

• Comprehensive wealth management strategies and 

advice for affl uent clients 

• Helping you achieve your ultimate defi nition of success 

Titles: Senior Vice President – Wealth Management, 

Financial Advisor 

Kevin has more than 20 years of experience providing fi nancial and 

wealth management advice and services. Kevin joined Morgan 

Stanley in 2005. His prior experience includes the Private Client 

Group of Goldman Sachs, Merrill Lynch and as president of Accuship, 

an information management company located in Memphis, Tenn. 


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J.P. Webber 

The Associated Agency 

5050 Poplar Ave., Ste.1200 


Phone: (901) 682-3301 

Toll-free: (877) 843-2776 

jpwebber@associatedagency.com 

www.associatedagency.com 

Your Vision Forms Our Mission 

• Integrated life planning for individuals and families 

• Business benefi t and succession planning 

• Comprehensive investment and risk management 

Areas of Focus: Individuals, Families and Businesses 

Credential: Accredited Investment Fiduciary® 

As an independent advisor, I believe success is both a function of your 

present fi nancial well-being, as well as your confi dence in the future. 

My mission is to help you achieve your vision through a collaborative 

planning process that provides an objective, actionable framework 

seeking fi nancial security. This dynamic approach enables you to 

maintain a confi dent outlook regardless of what the future holds. 

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc., 

Registered Investment Advisors. Securities offered through Lincoln Investment Planning, Inc., 

Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. The Associated Agency and the 

above firms are independent, non-affiliated entities.

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Two-Year 

Winner 

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Olen M. “Mac” 

Bailey, Jr. 

5100 Wheelis Dr., Ste. 215 


Phone: (901) 843-2760 

ombailey@thebaileylawfirm.com 

Accredited Estate Planner 

The Bailey Law Firm builds a firm legal 

foundation for our clients by working with 

a team of advisors to design and implement 

wealth management plans for individuals, 

couples, families and businesses. 

5342 Estate Office Park Dr., 

Ste. 3 


Phone: (901) 685-2408 

gjewel@aol.com 

Attorney 

Jim Steiger 

Calton & Associates, 

Inc. 

11762 Douglass St., Ste. 105 

Arlington, TN 38002 

Phone: (901) 317-7703 

www.caltonmemphis.com 

We are a full-service financial firm committed 

to helping people pursue their financial 

goals. We offer a wide range of financial 

products and services to individuals and 

business owners. 

Member FINRA/SIPC. 

Gary L. Jewel 

The Jewel Law Firm will assist you with your 

estate plan, be it a simple will or complex 

trust. Call today for a free appointment. 


Matthew G. Buyer 

SunTrust Bank, 

Private Wealth Mgmt. 

999 S Shady Grove Rd., Ste. 202 


Office: (901) 415-7066 

Direct: (901) 258-0944 

matthew.buyer@suntrust.com 

www.suntrust.com 

First Vice President, 

Regional Trust Advisor 

Guiding principles: client first, personal service, 

excellence in execution and sound advice. 

As a trust and estate advisor, Matt offers his 

clients exceptional service with a personal 

touch. He works corroboratively with his team 

as well as outside professionals to provide 

sound advice with an aim to give his clients a 

sense of financial well-being. 

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David Lee 

David Lee Financial 



Phone: (901) 683-6113 

david@davidleefinancial.com 

www.davidleefinancial.com 


professional, Certified Investment 

Management Analyst SM 

For more than 25 years, David has focused 

on helping a select group of individuals 

and families address the decisions that arise 

when they are experiencing transitions in life 

and on managing their financial resources in 

a comprehensive, systematic manner. 

Securities and advisory services o ered through Commonwealth 

Financial Network®. Member FINRA, SIPC, a 

Registered Investment Adviser. 

“Wealth will only come as 

a result of living beneath 

your means. Saving even a 

small amount every month 

can grow into something 

significant.” 

— Five Star award winner 

Two-Year 

Winner 

John Ivy 


Memphis, TN 38137-1499 

Phone: (901) 685-1040 

Direct : (901) 791-9424 

john.ivy@fidcpa.com 

www.fidcpa.com 

John maintains a hands-on service approach 

with a highly diverse client base of privately 

held companies, families, individuals, 

professionals and nonprofit organizations. 

Practice areas include individual and business taxation, business 

transaction planning and negotiation and audit of nonpro t 

organizations. 

Hugh H. Parks 

Lifetime Planning 

1661 International Pl. Dr., 

Ste. 400 


Phone: (901) 763-4100 

hparks@lifetimeplanning.net 


Hugh H. “Hank” Parks has a distinguished 

career in the financial service industry, 

including more than 39 years in the banking, 

financial planning and securities fields. 

For 27 years, Hank has provided personal 

planning services through Lifetime Planning, 

Inc. Created in 1985, Lifetime Planning fulfills 

Hank’s mission of providing fee-only financial 

planning for individuals and families.

Five Star Wealth Managers - Five Star Professional

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