Mid Tenn Wealth Team

Our mission statement is:
Building relationships founded on education, developed through service, and resulting in continuous financial confidence.

However, our advisors believe actions speak louder than words, and we strive to implement our mission in every interaction with our valued clients. The following is a breakdown of our mission and how our practice encompasses these key phrases in the services that we provide.

Building relationships: Our goal is to become a meaningful part of our clients’ lives. We want clients to know that we take a real interest in their lives and the role that their financial wellbeing plays in the bigger picture.

Founded on education: When determining ELPS, Dave Ramsey requires the heart of a teacher, and the desire to teach underlies our ongoing work with clients*. Educating clients in a way that is accessible and user-friendly helps remove the mystery of the capital markets and enables clients to develop the focus needed to achieve their financial goals.

Developed through service: Of course, we always want to be prompt and accurate in our processes, but we believe that oftentimes in today’s world excellent service is an underrated skill. We do our utmost to exceed expectations in providing truly outstanding client services.

Resulting in continuous financial confidence: There is much to be said about continuity. Comfort and trust are necessary for financial confidence, and our advisors believe these elements rise from continually supporting clients and maintaining stability in our services even amidst potentially volatile markets.

All of these elements are equally important in helping clients and their families devise personal income solutions to address the needs and wants of today while also planning for their long-term financial objectives.

We have a dedicated team that works with a small group of clients, aiming to have a big impact on each of them. Once you have considered whether this type of partnership would support your financial goals, please give us a call to set up some time for a consultation.

*Raymond James does not endorse and is not associated with the Dave Ramsey endorsed local provider program. Mid Tenn Wealth team is independent of Raymond James Financial Services.

MidTN Wealth Team

About Us

Team Members

  • John Nail, CFP®, ChFC®, CASL®, CAP

    Senior Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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    John graduated from West Point, in the top 10% of his class, with a degree in Economics. He is a veteran who left the Army as a Captain, an avid Ironman tri-athlete, and a golfer. He had a very successful practice in Dallas with AXA Advisors prior to joining Southwestern Investment Group. John is happily married to his wife, Caroline, and they have two sons, Jack and Charlie.

    John has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. John holds the following advanced designations: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Advisor for Philanthropy (planned/charitable giving). He is registered with Raymond James Financial Services, Inc. John’s focus is helping his clients through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

    *Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

  • Jake Powell

    Financial Advisor, RJFS

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    Jake Powell is a long-time resident of the Middle Tennessee area, growing up in Cookeville, TN. Jake attended the University of Tennessee where he graduated Summa Cum Laude with a Bachelor of Business Administration in Economics.

    Prior to joining Southwestern Investment Group, Jake began his career at the Raymond James home office in St. Petersburg, Florida, as a member of the OPTIONS Program. The OPTIONS Program is Raymond James’ leadership development program, giving recent graduates the opportunity to gain experience in a range of business areas, working closely with Raymond James senior management during four-month rotational assignments in three distinct business units. While in this program, Jake obtained his Series 7, 66, and 52 licenses.

    In 2014 Jake decided it was time to return the area he grew up in to be closer to family and friends and follow his passion to serve others, and joined John Nail’s team at Southwestern as a junior advisor.  In his free time, Jake enjoys spending time with family and friends, playing golf, watching Tennessee football, and is an avid Crossfit athlete.

  • Mark Summers

    Branch Associate, RJFS

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    Mark graduated from Middle Tennessee State University with a Bachelor of Business Administration degree in Finance.   Mark was an Army ROTC Distinguished Military Graduate, and he entered active duty after graduation.   His specialty was rotary-winged aviation maintenance and logistics (maintenance officer and test pilot.)   After serving 8 years in various leadership roles, Mark left the military and put his operations management and leadership skills to work as a civilian.    Mark spent 25 years in manufacturing, distribution and warehousing, and supply chain, primarily in the healthcare and consumer products industries.   He served on the board of the Southern CA Distribution Management Association.

    Mark has a Master’s degree in Public Administration, and he is a certified Lean Six Sigma and Six Sigma Green Belt.   Mark is a graduate of the Army’s Command & General Staff Officer Course.   He is a retired Army Lieutenant Colonel.   Mark holds a FAA certification as a rotary-winged instrument-rated pilot.     Mark recently earned a certificate in financial planning at the Center for Executive Education at Belmont University.   Mark and his wife, Cathy, live in Nashville.