Brentwood, TN
Your Vision. Our Process.
We believe financial advice is about more than just having a plan. It's about having the right plan for you.
OFFICE LOCATIONS
Brentwood, TN
229 Ward Circle
Suite A-11
Brentwood, TN, 37027
615-903-4020| fri | 7:30 AM - 4:00 PM |
| sat | Closed |
| sun | Closed |
| mon | 7:30 AM - 4:00 PM |
| tue | 7:30 AM - 4:00 PM |
| wed | 7:30 AM - 4:00 PM |
| thu | 7:30 AM - 4:00 PM |
MEET THE TEAM
Jim Lyday
Managing Director - Regional Growth Leader
Pierce Trcka, CFP®
Vice President, Wealth Advisor & Investments
Jennifer Baugh
Vice President, Client Services
Jason Cohn
Vice President, Wealth Advisor
Nick Russo, CFA®
Vice President, Wealth Advisor & Investment Consultant
Alexandra Yonkers, CPFA®
Director, Client Services
Charisse Whiteside
Manager, Branch Operations
R. Christopher (Chris) Hobaica
Vice President, Wealth Advisor
Julia Hooper, CFP®
Director, Wealth Advisor
Jonathan Dean
Manager, Operations
About World
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Wealth Planning & Investment Management
Personalized financial planning, portfolio design, investment strategy, and performance management.
Tax & Estate Planning
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Retirement Plan Solutions
Customized retirement plan design, administration, and participant education.
Business Protection & Benefits
Personalized financial planning, portfolio design, investment strategy, and performance management.
Private Client Services
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.