- David Merrell
- Travis Anderson
- Sam Davis
- Phil Reynolds
- Brandon Williams
- Tami Ryan
- Holly Merrell
- Taylor Irwin
Founder, President & Senior Portfolio Manager
David is founder and president of TBH Global Asset Management, LLC, established in 2007 to manage private accounts for individuals and institutions. Prior to starting TBH, David's professional career spanned fourteen years. Most recently, he was Vice President and Senior Portfolio Manager with Fifth Third Bank. He specialized in building and managing multi-million dollar portfolios for high net worth individuals, corporations and non-profits. In 2006 he was a contributing member to the Fifth Third Bancorp Investment Committee, which was responsible for allocating nearly three billion dollars in managed assets. David was also charged with managing the Trust and Investment Management division that saw tremendous growth from 2005 through 2007. Before departing Fifth Third, David was responsible for the direct management of nearly 150 million dollars. David currently resides in Franklin, TN with his wife Holly and three children, Bryce, Caroline and Lincoln. He enjoys coaching his children's sports, travelling, horseback riding and working out.
Travis Anderson, CTFA, MBA
Travis focuses on all fiduciary aspects of managing multi-million dollar portfolios for trusts, high net worth individuals, corporations and non-profits. Prior to joining TBH in 2008, Travis worked at Fifth Third Bancorp and served on the Trust Investment Committee, Discretionary Action Quorum, and Portfolio Management Committee. Travis also managed the Private Bank department in Tennessee. While at Fifth Third, Travis managed over 85 million dollars of investable assets with a focus on risk-adjusted wealth preservation strategies. Travis is a Tennessee native and holds a BS in Finance with a minor in Economics from the University of Tennessee. Travis graduated Summa Cum Laude at Middle Tennessee State where he obtained his MBA with a concentration in Finance. Travis also completed a three-year program at Southern Trust School, a specialty school for trusts and obtained his Certified Trust and Financial Advisor designation. Travis currently lives in Thompson's Station with his wife Wren and daughters, Olivia and Molly. Travis enjoys politics, working out, skiing, fishing and travelling. Travis is a member of Franklin United Methodist Church and is active in the Volunteer Athletic Scholarship Foundation and volunteers his time to serve as a Board Member and Loaned Executive for the United Way.
Sam Davis, CFP®, MBA
Financial Advisor & Portfolio Manager
Sam joined TBH in 2008 and provides comprehensive financial planning and investment management to individuals, families and businesses. Sam has a personal philosophy that education and continual learning are the only ways to effectively position client's assets in a changing world. A Nashville native, Sam has a Bachelor of Science in Business Administration and an MBA from Western Carolina University. Sam is a CERTIFIED FINANCIAL PLANNER® and holds a Certificate for financial planning from Belmont University. Sam, his wife Sharlo and daughters, Avery, Hayden and Reagan live in Nashville. Family passions include canoeing and kayaking, cycling and playing family games. Sam is an active member with Hillsboro Presbyterian Church and heads up the church's endowment and leads the youth programs. Sam also serves as Treasurer for Tennessee Scenic Rivers Association and Greenways for Nashville.
Phil Reynolds, CFP®
Financial Advisor & Portfolio Manager
Phil provides comprehensive financial planning and investment management to individuals, families and businesses. He has a deeply held principle that the interests of his clients always come first. Phil holds the designation of CERTIFIED FINANCIAL PLANNER® and uses this everyday to listen and identify client's personal needs and financial goals in order to craft tailored plans to achieve them. Prior to joining TBH in 2009, Phil was Assistant Vice President for Bank of America's Global Wealth Management division. There he managed over two hundred million in relationship balances for high net worth clients. Phil is a Nashville native and resides in Brentwood with his wife Kelly and two daughters, Elizabeth and Madeline. He enjoys golf, tennis, reading and spending time with his family. He is also active in several civic and professional organizations including The Sponsors, Habitat for Humanity and Financial Planning Association.
Director of Sports and Entertainment, a division of TBH Global Asset Management, LLC
TBH is a fee-only U.S. Securities Exchange Commission (SEC) registered investment advisory firm that specializes in providing comprehensive financial planning services and tailored investment management solutions to its clients.
The addition of Brandon Williams to the TBH team ensures that the professional athlete's interests are represented with integrity and a sincere desire to protect the athlete's short and long-term financial goals. Listed below are Brandon's experiences and accomplishments that illustrate just how much leadership he brings to TBH's team and its ability to serve the professional athlete. Here are the other team members of TBH Global Asset Management:
Accomplishments and Associations
- 4-year starter for the TSU (Tennessee State University) football team
- Team Captain his senior year and position Captain his junior year
- Senior leadership award recipient and National Football Foundation award recipient
- All OVC Academic All-American both his junior and senior year
- Current member of FCA (Fellowship of Christian Athletes)
- Member of Kappa Alpha Psi fraternity incorporated
- Member of Bethel World Outreach Church
- Member of DRC (Dominique Rodgers-Cromartie) Foundation
- Master of Arts – Tennessee State University, Sports Administration, Dec 2008
- Bachelor of Science - Tennessee State University, Human Performance and Sports Science (Concentration in Exercise Science), May 2007
- D1 Sports Training, Strength and Speed Coach, August 2010-January 2011
- Buffalo Bills, Player Development/Football Operations Training Camp Intern 2010
- Buffalo Bills, Player Personnel/Football Operations Training Camp Intern 2009
- Tennessee State University, Director of Football Operations, Dec 2007-April 2010
- Tennessee State University, Compliance Officer / Graduate Asst, May 2007-Dec 2007
Client Service Coordinator & Office Manager
Tami joined TBH in 2010 and brings a wealth of experience in the field of client service and office management. Prior to joining TBH, Tami worked for a Registered Investment Advisory firm in which she coordinated all client service and office activities and assisted the partners and advisors on a daily basis. Tami has also excelled in business administration within the legal and real estate industry and ran her own successful business for fifteen years. Tami's vast experience allows her to provide exceptional support and continuity to the client experience.
Chief Compliance & Public Relations Officer
Holly joined TBH in 2008 as Chief Compliance Officer responsible for overseeing all compliance activities within the firm and ensuring all behaviours are in strict compliance with our Code of Ethics which is available upon request. Holly reviews accounts on a quarterly basis to test portfolio holdings against their constraints. These constraints include but are not limited to: time horizon, liquidity needs, tax considerations and legal/regulatory constraints and any other unique circumstances. Holly also works closely with our compliance consultants in Atlanta, Georgia to maintain strict compliance with all rules and regulations concerning the Registered Investment Advisory profession.
Taylor C. Irwin
Financial Advisor and Account Executive
Taylor, a graduate of Sewanee: The University of the South, joined TBH in 2011. Understanding the importance of integrity, knowledge, and superb service, Taylor strongly believes in a code of ethics that puts the needs of clients ahead of his own and focuses on continued education in an ever-changing economy. A collegiate baseball player and golfer, Taylor brings the mentality of an athlete to the financial industry, being aware of the importance of a cohesive team atmosphere. Having been a 4-year starter, a 4-time 1st team All-Conference honoree, and a 3-year Captain for the baseball team, he is mindful of the hard work and dedication necessary to lead and excel in sports and will continue to recognize the importance of these traits in the professional world. Taylor is a native of Franklin, TN, attending Battle Ground Academy for 8 years. His pastimes include reading, golfing, coaching baseball, spending time with family and friends, and attending Forest Hills Baptist Church. He also volunteers his time, mentoring at New Hope Academy through its Brother2Brother program, coaching little league baseball through Franklin Baseball Club, and acting as a Board Member for Next Generation Heritage Foundation. Along with his passion for Finance, Taylor holds a degree in Religious Studies from Sewanee.
Share this page