Woodmont Investment Counsel, LLC

Jack Dupuy is a CFA® charterholder and financial advisor with Woodmont Investment Counsel, LLC, based in Nashville, TN. He has three years of industry experience, including prior roles at PNC Bank and Regions Bank. His background also includes four years at the University of Georgia and two years at Mount Vernon Presbyterian School. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm typically constructs balanced portfolios across equities, fixed income, and cash equivalents, tailoring strategies to clients’ financial circumstances and goals while incorporating estate, tax, insurance, and retirement considerations.

Cade Schacher is a CFP® with nine years of industry experience, currently serving as a financial advisor at Woodmont Investment Counsel, LLC. His prior experience includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank. He also worked at Regis University and State Farm earlier in his career. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, alternative investments, and comprehensive estate, tax, insurance, and retirement considerations.

Ann Taylor Knotts is a CFP® and CFA® with three years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2022 and previously held roles at 231 Advisors, Covenant Partners LLC, and SunTrust Bank. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances using a mix of equities, fixed income, ETFs, mutual funds, and alternative investments.

Lindsay Youngbauer is a CFP® professional with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and was previously with Diversified Trust Company from 2013 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances and goals, incorporating estate, tax, insurance, and retirement considerations.

Stephen Frohsin is a financial advisor at Woodmont Investment Counsel, LLC in Nashville, TN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodmont since 2004. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios across equities, fixed income, and cash equivalents, tailoring investment strategies to clients’ financial circumstances and goals while incorporating estate, tax, insurance, and retirement considerations.

Brian Kopinski is a CFA® charterholder with four years of industry experience. He has been with Woodmont Investment Counsel, LLC since 2021 and previously worked at Harris Associates LP for nine years. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, alternative investments, and considerations for estate, tax, insurance, and retirement planning.

Nicole Hughes is a CFP® professional with seven years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2021 and was previously with SBK Financial, Inc. for six years. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances, incorporating equities, fixed income, and alternative investments with consideration for estate, tax, insurance, and retirement factors.

Carolyn Bennett is a CFA® charterholder and holds a Series 65 license with six years of industry experience. She has worked at Woodmont Investment Counsel, LLC since 2019 and previously at Investure, LLC from 2015 to 2019. Woodmont Investment Counsel provides discretionary and non-discretionary investment management to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm constructs balanced portfolios tailored to clients’ financial circumstances using a range of investment vehicles, including individual securities, ETFs, and alternative investments.

Andrew Peapos is a CFP® and Series 66-registered financial advisor with Woodmont Investment Counsel, LLC, based in Nashville, TN. He has two years of industry experience, including prior roles at Abound Wealth Management and Ameriprise. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm typically constructs balanced portfolios using equities, fixed income, cash equivalents, and alternative investments, tailoring strategies to clients’ financial circumstances and goals.

Jason Bonn is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Woodmont Investment Counsel, LLC since 2022. He previously worked at Lincoln Financial Securities and Chisholm Trail Financial Group from 2019 to 2022, and has held positions at Waddell & Reed and Bank of America. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel to high-net-worth individuals, trusts, estates, and institutions. The firm typically constructs balanced portfolios using equities, fixed income, ETFs, and alternative investments tailored to clients’ financial circumstances and goals.

Will Settle is a financial advisor at Woodmont Investment Counsel, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodmont since 2011. Settle serves on the Board of Directors for Farmer's Bank & Trust Co. Woodmont Investment Counsel provides discretionary and non-discretionary investment management and counsel primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. The firm typically constructs balanced portfolios using equities, fixed income, ETFs, no-load mutual funds, and alternative investments tailored to clients’ financial circumstances and goals.