Operations

Prior to joining Equitable, Megan began her professional career as an Executive Assistant to an entertainment lawyer in 2012. She quickly learned she had a knack for working on her toes! Operations, time management and managing an office, are just a few skills Megan will bring to the team. She has worked in various environments from law offices, live event venues, Coachella festivals, music merchandising, and even healthcare. Above the countless experience and professional lessons along the way, developing working relationships and establishing a “family feel” at work and with clients has proven the most essential lesson learned. She is a proud graduate of Indiana University with a Bachelor’s of Science in Public Health as well as the Dean’s list for all four years.

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.

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.

Financial Operations Specialist, a position he has held since joining the company in 2021.  Previously, Wes has worked in corporate tax with Sitel Group, and prior to that in public accounting with Frazier & Deeter, LLC advising high net worth individuals and a broad range of business entities.  Wes received a Bachelor of Science in Business Administration majoring in Accounting from the University of Tennessee.

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.