John Harrell, CFP®

John Harrell began his financial services career in 2004 as a portfolio analyst at TD Capital and his experience led him to the role of Portfolio Manager in 2006.  Since that time John has been heavily involved in portfolio research and serving clients as a financial advisor. Currently, John serves dual roles as Director of Portfolio Strategies and Senior Wealth Advisor.  As Director of Portfolio Strategies, John focuses on portfolio implementation, provides investment research, and chairs our Investment Committee. As Investment Committee Chair, he is Lead Strategist and liaison to our external strategic investment managers.  As Senior Wealth Advisor, he facilitates the wealth management process for new and ultra high net worth clients, including the portfolio asset allocation.

John became an Equity Member of the firm effective January 1, 2022.

Education and Professional

• Bachelor of Business Administration in Finance from the University of Memphis
• Master of Business Administration from Christian Brothers University
• Certified Financial Planner (CFP®) designation

Outside Interests

John and his wife Lindsey live in Collierville, TN with their 2 children.  John spends most of his free time with his family, and also enjoys weight training, golfing, grilling, and Memphis basketball.