2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
Brad Caldwell, CFP®
Principal,
Financial Advisor
- Lawrenceburg, TN
- Forrest Gump
- Jesus, my wife Angela, and Abraham Lincoln
- Romans 8:28 And we know that in all things God works for the good of those who love HIM and have been called according to his purpose.
- Dependability, integrity, and humility
Financial Advisors
Brad Caldwell is a wealth management financial advisor based in Nashville, TN.
Brad joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a principal and financial advisor. He provides comprehensive financial planning to high-net-worth clients, with a focus in estate planning to protect wealth through asset protection; mitigate taxes long term; and provide legacy wealth transfer to future generations. Brad has worked in the industry since 2000 and holds a Bachelor of Science degree in accounting and business management from Lipscomb University.
Outside of the office, Brad likes to travel with his family, watch sports, and play golf.
Education
- Bachelor of Science Degree in Accounting & Business Management from Lipscomb University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Memberships
- Current chairman, Advisory Board for Mercy Community Health
News & Resources
Endowments & Foundations
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Announcements
7 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Retirement Plans
8 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
