Operations

Operations Specialist, a position he has held since joining the firm in 2019. Previously Tim worked as a Trust Advisor and Trust Specialist with SunTrust Bank in Atlanta and Nashville. Prior to joining SunTrust he worked as a Financial Advisor with Merrill Lynch. He received his Bachelor of Business Administration from Simon Fraser University in Vancouver, British Columbia. Tim holds the Certified Trust and Financial Advisor designation from the American Bankers Association.

Tax & Compliance Specialist, a position she has held since joining the firm in 2004. Prior to joining Equitable she was a Vice President for SunTrust Equitable Securities in the Compliance Department handling registration and continuing education for all SunTrust brokerage divisions. Before that she was with E.F. Hutton in the local Nashville office. Her first job after graduating from Augustana College in Rock Island, Illinois was with Clayton Brokerage in St. Louis, Missouri.

Administrative Assistant, a position she has held since joining the firm in 2019.  Prior to joining Equitable she was with White & Reasor, PLC for 30 years with increasing levels of responsibility.  She served most recently as the Office Manager, Bookkeeper, and supported a tax attorney within the firm.  Before that she was with Calvary Banking as a teller and loan processor.  Lisa is a graduate of Nashville State Technology School. 

Operations Specialist, a position she has held since joining the firm in 2020.  Previously, Linda was a real estate agent with EXIT Real Estate Solutions.  Linda spent the previous 22 years owning and operating small businesses across transportation, business consulting, and marketing.  Linda has provided coordination and support in various areas of the print advertising industry for the Tennessean and smaller, organizations.  Linda graduated from Danville Area Community College with an associate’s degree in marketing and mid-management.

Operations Manager of Equitable Trust Company, a position he has held since joining the company in 2020. Previously, Steve worked as a consultant for Sikich and a Director, Wealth Management Products for Fi-Tek, LLC. Prior to that, he was Principal, Director of Operations and IT for The Trust Company. Steve received a Bachelor of Arts in Finance from The University of Toledo and an MBA from University of Notre Dame.

Operations Specialist, a position she has held since joining the firm in 2019. Previously, Tina was responsible for training systems and technology in the Real Estate field. She began a career in Operations administration and management at J. C. Bradford & Company in 1982 working primarily in the Reorganization Department managing and overseeing day to day activities in regards to processing financial information in client accounts.

Operations Specialist, a position she has held since joining the firm in 1993. Prior to joining Equitable, Penny worked as an Administrative Assistant in Research at JC Bradford & Co. Before joining JC Bradford, Penny worked at Comdata Network.

Receptionist, a position she has held since joining in 2018. Martha is a graduate of Southern Methodist University.