Providing personalized service, independent advice, and an uparalleled experience to the Memphis, Tennessee community and beyond.
We have taken time-honored values such as trust, loyalty and integrity instilled by our family values and applied them to our life’s work as financial counselors, devoting our more than 75 years of collective experience to the multi-generational needs of the families we serve.
We provide sophisticated investment, wealth management, financial and estate planning services in Memphis and throughout Tennessee. From accumulating wealth during your working years to managing income for retirement, we’re not only here for life – we’re unequivocally here for you.
Your Nanney Wealth Management Team
David C. Nanney, CPA, PFS™
Portfolio Manager
Will Brown
CEO | Managing Partner
Jason Wainscott
COO & General Counsel
Adam Eagleston, CFA
Chief Investment Officer
Enzo Allwein
Jr. Portfolio Manager
Devon Berta
Sr. Client Service Associate / Client Experience Specialist
Randi Yeager
Sr. Client Service Associate
Investment Management
Active, adaptive portfolio management built around your goals and designed to navigate changing market conditions with discipline and focus.
Financial Planning
Our experienced team has helped many families and businesses navigate different, volatile market cycles. Your plan made Formidable.
By prioritizing tailored portfolio construction, Formidable seeks investment success for you. Our independent platform ensures your interests always come first.
Achieving Your Financial Goals At Every Life Stage
At Formidable, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.
