The Merrell Group

Financial Concierge • Financial Planning • Investment Management • Risk Management

Our primary goal is to bring you peace of mind with your financial affairs so you are free to focus more of your time, energy and attention on the things in life that matter most.

 

 

Advisory services provided through TBH Global Asset Management, LLC

 

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David Merrell – Partner | Advisor

 


David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. David founded TBH Global Asset Management, LLC in 2008 with his wife, Holly, after spending 11 years honing his craft at various public institutions. The desire to start TBH simply came from wanting to truly customize solutions based on each client’s situation and not fitting them into a one-size fits all category. TBH (Tortoise Beats Hare) is focused on listening to each client’s goals and then collaborating on the best solutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases. Understanding one’s biases relating to the markets can ultimately be the difference between success and failure. David graduated from the University of the South (Sewanee) with a B.A. in Psychology while playing football and baseball and coaching basketball at St. Andrews-Sewanee School. David holds the FINRA Series 65 license.

 

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 Holly Merrell – Partner | Advisor

 


Holly brings a personal touch and a wealth of knowledge to each client relationship. Her vast business experience, large family and numerous hobbies gives her tremendous perspective to the advisory process. She focuses on making the complicated – simple. She instills a “control what you can control” philosophy and seeks to remove roadblocks and unknown obstacles, allowing her clients to find clarity and to focus on their desires. Holly is an avid fitness professional which helps foster a competitive attitude with each pursuit. Her dedication to each relationship has garnered her lasting friendships. Holly graduated from The University of the South (Sewanee) with a B.S. in Public Policy, a major she originated at the school. Holly holds the FINRA Series 65 license.

 

NICK WARF: FINANCIAL PLANNER

 

Nick joined TBH Global in July of 2015.  He brings over 15 years of experience in the investment industry.  Nick’s role as a Financial Planner allow him to interact with clients and help them build comprehensive financial plans and plan for their futures. Prior to joining TBH Global, Nick worked as an investment officer with Independence Trust Company in Franklin, TN and at Hays Advisory in Brentwood, TN. He is a member of the CFA Society of Nashville and currently serves on the Board of Directors for the society as President.  Nick received his Bachelor of Business Administration with an emphasis in Finance from Belmont University in 2000. He enjoys golf and all things Vanderbilt athletics.  He is a lifelong middle Tennessee resident and currently lives in Franklin with his wife Lynne and son Parker.

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