Austin Coley
McCall Wealth Advisors
Brentwood, Tennessee
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Contact
How to contact
Email: austin@mccallwealth.com // Phone: (615) 370.4040
Professional Profile
Call Me When
an entrepreneur is approaching an exit and needs guidance on wealth preservation, tax strategy, or philanthropic planning.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Cash management
Charitable giving
Employee benefits
Estate planning
Finance
Investments
Philanthropy
Retirement
Tax
Trusts
Business Focus
Serving business owners who are within five years of an exit
Professional Certification
CFP, CAP
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Nashville Individual
Member since
Member for 10 months
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