Designations: CFP® Pierce leads the Investment Analytics and Advisory teams supporting both institutional and private wealth clients. His role includes conducting periodic investment reviews and maintenance of custom investment models for institutional clients, as well as performing personalized investment and financial planning for individuals. Originally from Houston, Texas, Pierce paid for his education through tournament sport fishing. A cum laude graduate from the University of Houston, Pierce holds a B.B.A. with a double major in finance and marketing. Pierce has 15 years in the financial services industry and currently holds the FINRA Series 7, Series 63, and Series 65 registrations. He also holds the CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary designation from the American National Standards Institute, the Certified Plan Fiduciary Advisor designation from the National Assoc. of Plan Advisors, and the Accredited Portfolio Management Advisor designation from the College of Financial Planning. Pierce resides in Nashville, Tennessee with his wife, Megan, and their two children. His passions include golf and other outdoor activities, music, and spending time with his family.