Advisors at this firm
Thomas B
Series 65
Nashville, TN
Decker Wealth Management, LLC
Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with 11 years of industry experience. He has been with Decker Wealth Management since 2014. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, utilizing exchange-traded funds, individual securities, and options strategies within a disciplined investment process.
Trent G
Series 63, Series 65
Nashville, TN
Decker Wealth Management, LLC
Trent Green is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 19 years of industry experience. He worked at Robinson Investment Group for 16 years before joining Decker Wealth Management in 2021. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, offering financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation, tax-aware security selection, and a mix of fundamental, technical, and cyclical analysis in its investment approach.
William D
Series 65
Nashville, TN
Decker Wealth Management, LLC
William Decker is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with nine years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2016, following a one-year role at Clarcorr, Inc. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using a combination of fundamental, technical, and cyclical analysis, and employs options and other derivatives in separately managed accounts.
Elizabeth N
Series 63, Series 65, Series 66
Nashville, TN
Decker Wealth Management, LLC
Elizabeth Newman is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63, 65, and 66 licenses and five years of industry experience. She has been with Decker Wealth Management since 2020 and previously was a homemaker for 15 years. Outside of advising, she serves as secretary of a FedEx contracting corporation, performing limited duties. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation, tax-aware security selection, and a combination of fundamental, technical, and cyclical analysis.
William D
Series 63, Series 65
Nashville, TN
Decker Wealth Management, LLC
William Decker is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.
Valerie W
Series 63, Series 65
Nashville, TN
Decker Wealth Management, LLC
Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.
Richard B
Series 65
Nashville, TN
Decker Wealth Management, LLC
Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 credential and has worked at Decker Wealth Management since 2019. Prior to that, he held positions at Parking Management Co., Caterpillar Financial Services Corp, and the Tuscaloosa Tax Collector's Office. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, offering financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using exchange-traded funds, individual securities, and a combination of fundamental, technical, and cyclical analysis in its investment approach.