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Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville

Kelly Finnell

Executive Financial Services, Inc.

Memphis, Tennessee
About
Company name
Executive Financial Services, Inc.
Business title
President/CEO
Contact
How to contact
kfin@execfin.com
Professional Profile

Call Me When

You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

Professions

Coach
Consultant

Functional Expertise

Corporate finance
Employee benefits
ESOPs
Finance
Financial Modelling
Transaction advisory
Transaction intermediary

Business Focus

ESOPs are all we do. Services: ESOP Feasibility Analysis, ESOP Implementation and Mature ESOP Consulting

Professional Certification

JD, CLU, AIF

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution

Client Results

Ownership Succession
Chapter information
Nashville

Membership

Nashville Sponsor

Member since

Member for 2 years

Sponsorship Type

Annual

Why I'm a Member of XPX

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Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville
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