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Steve Alverson

McCall Wealth Advisors

Brentwood, Tennessee
About
Company name
McCall Wealth Advisors
Business title
Partner/ Private Wealth Advisor
Contact
How to contact
steve@mccallwealth.com
Professional Profile

Call Me When

Your partner for successful business exits: Guiding owners through value growth, sale preparation, and life after transition. Maximize your business worth and personal legacy with McCall Wealth. We are a Team Focused and CEPA, CFP®, & CAP® Led.

Professions

Wealth Manager

Functional Expertise

Business development
Charitable giving
Entrepreneurship
Fiduciary
Investments
Retirement
Strategic planning
Exit/Transition Planning

Business Focus

Assisting business owners to, through, and beyond the sale of their business viewing the sale as part of a strategic wealth management process.

Professional Certification

CEPA, CFP®

Transition Planning Certification or Methodology

CEPA

Client Industries

Agriculture/Mining
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Retail

Advisor Resource Relationships

EOS
EPI
Chapter information
Nashville

Membership

Nashville Individual

Member since

New Member

Why I'm a Member of XPX

We have several colleagues who are members and love the education received to support our efforts for the communication.
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