We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Achieving Success By building lasting relationships
We believe it is necessary to have a strong professional and personal relationship with our Clients. We achieve this goal by establishing detailed and specific financial plans, as well as by spending quality time with our valued Client’s outside the office.
Learn More Today About our Unique Financial Planning Process
Take the First Step
We prefer to meet with our Client's in person to see if we can become a great team. We are available by phone at 931.728.2130 & 931.474.2130 or by email at firstname.lastname@example.org.
We are an Independent Fiduciary Fee Only Practice that is focused on performance, customer service, and is free from conflicted investment advice.
We only actively manage the wealth of a select group of new Families each year in order to maintain our service quality and investment performance. We have found that being a Fee Only Fiduciary removes conflicts that can hinder our Client's success. We feel that a Fiduciary Relationship is a better way of working with a Financial Professional and we invite you to come and see the difference.
We strive to build a strong financial plan and deep relationship with our Client’s that will lead to our Client’s achieving their financial goals. Investing simply put is about time and confidence, without time and confidence in a plan an Investor will usually not find success.
We start out with an initial meeting to learn your goals and plans. From that meeting we build a financial plan, that if accepted becomes the blueprint for a long-term financial and personal relationship.
We provide a wide range of fee only services including hourly consulting, specific task planning, and active investment advising services; have confidence that these services will always be conducted in a Fiduciary manner.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
We are a fee only financial service practice that does not accept commision or back end payments in any form or fashion.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Brent has been actively managing investments for his Client’s since 2007 and for himself since the age of 12 years old, buying his first equity investment at that time. Brent currently holds series 7, 66, 24 licenses, as well as the Tennessee Insurance Licenses and is an Accredited Asset Management Specialist. Brent is an entrepreneur, starting McCay Wealth Advisory in 2011 and Brent’s Professional Lawn Service at the age of 12 (a company that started with one lawn and grew to a business with a revenue run rate of $120,000 at the age of 17).
Brent is an Advisory Board Member for Christian Community Services Inc. in Nashville, Tennessee, Upper Cumberland Local Workforce Development Board, and active with Pepperdine Waves Alumni Association, a Member of The McMinnville Rotary Club, and holds a Bachelor of Science degree from Pepperdine University in Business Administration. Brent also gained international business experience when working in Tokyo Japan for Hitachi Ubiquitous Division, and has studied abroad in Heidelberg Germany in 2004. Brent is the great, great, great Grandson of William “Rock” Martin (one of the founders of Rock Island), and his family has been active in the Middle Tennessee Area since the 1790’s. Brent has four precious children Alyssa, John, James, & Madelyn McCay.
Suzy Casey joined McCay Wealth Advisory LLC in 2013, and now serves as our Chief Operating Officer. Suzy is a licensed member of our team and is most capable in trade and service management. Suzy’s responsibilities include coordinating all operations activities for our branch, practice management, and essentially being the glue that holds everything together. If a problem arises where a solution seems improbable, then Suzy is most likely the person that can fix it. Please feel free to reach out to Suzy for any needs that may arise.
Suzy is President of Junior Auxiliary Association of McMinnville. Suzy and her family are members of the Westwood Church of Christ. They enjoy spending time traveling and Saturday mornings at the soccer field. Suzy has three loving and active boys: Dylan, Logan, and Ryan. Suzy is a graduate of Warren County High School and her parents Lionel and Emily Panter have been very active in the McMinnville Community for many years. Lionel and Emily Panter helped demonstrate to Suzy the virtues of Community service and the need to help others.
Debby is a native of Dalton, Georgia where her interests led her to the field of education, working with hearing impaired children as an interpreter. She relocated to McMinnville in 2000 when her husband Rodney became the General Manager/CEO of McMinnville Electric System. Debby began working that same year at Grundy County High School in her chosen vocation of hearing impaired interpreting. After three years of commuting, she desired to spend time closer to home and the McMinnville/Warren County Chamber of Commerce offered her that opportunity.
As the vice-president of Membership Development, she saw first-hand the best of McMinnville. Debby remains an active member of the Leadership McMinnville Steering Committee, where she helps customize the schedule for each new class. Debby serves on several other Chamber of Commerce committees including Education, and the Red Carpet Committee for New Businesses. She is a UT Master Gardener, a member of the McMinnville Garden Club, and is a board member for Main Street McMinnville. Debby and Rodney enjoy traveling and spending time with their 3 children and 3 grandchildren.
Cherita is a resident of Coffee County; moving to Manchester in 2007. Cherita and her husband Chris married in 2007 in Destin, FL and have 2 children. They enjoy camping, kayaking, and University of Tennessee Football. Cherita is a strong supporter of Autism Awareness and Relay for Life.
Cherita enjoys working with people and had the honor of managing the Baskin Robbins store in McMinnville for several years. Cherita's parents are long-time residents of Warren County. Cherita's mother has worked in the nursing field for 30+ years and her father is an avid outdoorsman. In her spare time, Cherita loves decorating and baking elaborate cakes for friends and family.
Cherita joined our practice in 2017 and as a Client Assistance Specialist, she takes on many different roles. Cherita prepares for appointments and creates wealth plans for our clients. She is our operations expert and can assist you with any paperwork, questions regarding your account and beneficiaries, and help you utilize our online tools for easy access.
Wesley Hillis Cook is a native and lifelong resident of Warren County. She is the daughter of Jim and Monti McMahan Hillis, a Quality Inspector at Nissan and a longtime educator and principal, respectively. Church, family, education, and service have all been important factors in Wesley's life. Wesley attended Motlow State Community College where she received an associate’s degree in Social Work in 2011. Before joining McCay Wealth Advisory, she worked at Warren County High School and continues to be an advocate for the FUEL program, which provides food for students each weekend. Wesley is the Secretary of Junior Auxiliary of McMinnville. She enjoys volunteer work with Relay for Life, The American Cancer Society-Susan G. Komen Breast Cancer Awareness and Pancreatic Cancer Prevention, and St. Jude's and Monroe Carell Children's Hospitals being favorite causes. Wesley and her husband, Darrell, have four children, Breelyn Caroline, Aiden Edward, Hudson James, and Collin Williams. They enjoy their children's activities, the beach and University of Tennessee sports. They are members of Central Church of Christ.
Wesley is the event planning coordinator at McCay Wealth Advisory LLC, is heavily involved in coordinating client relationships, is a purchasing agent for our Practice, and is involved in other tasks as needed. Please stop by and get to know Wesley.
Taylor grew up in McMinnville, Tennessee and has strong Family roots in the Warren County area. Taylor is a graduate of the University of Tennessee Knoxville, and during her time in Knoxville she majored in Advertising and minored in Business Administration. Taylor has past work experience in retail, customer service, and management. Taylor’s is deeply involved with her church (Bybee Branch Church of Christ), loves University of Tennessee Sports Teams and Smokey, The Atlanta Braves, and hanging out with her Family.
Taylor has two great parents in Jared and Rebecca Mullican, they own and operate Scott’s Portable Toilets. Taylor has a younger brother named Talan Mullican who was recently diagnosed with cystic fibrosis. Taylor is an advocate for the Cystic Fibrosis Foundation. Taylor recently bought a house in Warren County and plans on continuing her families rich history in the Warren County area. Taylor is tasked with McCay Wealth Advisory scheduling, deeply involved with our local events, is responsible for McCay Wealth Advisory Accounts Payable, and is in the process of becoming licensed.
Investor Acumen through investment knowledge.
During the height of the financial crisis in January of 2009 we saw a need to provide investors and our community with a forum and educational opportunity called Coffee Club.
Since February of 2009 it has been in session ever Second Tuesday without fail. During October of 2018 we decided to re-brand it as Investment Insight. At 10am at our Manchester office (Victorian House across from the Rec. Center) and at 6pm at our McMinnville office (Halfway between downtown and the CO-OP on S Chancery Street) we offer our Investment Insight.
What is Investment Insight? We believe the best way to explain it, is to invite you to like our Facebook page & watch some of our past Investment Insight meetings. www.facebook.com/mccaywealth
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.