Purifoy Wealth Team

Achieving financial independence today is just downright difficult. The challenges that get in your way and impede your progress can be overwhelming. Jam-packed schedules might keep you too busy to attend to your own financial details. The uncertain markets can keep you wondering if you’ve made the right investment moves. The confusing diversity of financial strategies and the conflicting advice of those who recommend them might leave you wondering who you can trust with your financial lives.

From my own experience, I have come to understand how much I truly need others in my life. I need those who care for me to remind me of the truth, encourage me to not give up hope, and to help keep things in a healthy perspective. Here in my practice, this is what I try to do for my clients. I want to help my clients get organized, help them gain the courage to keep moving towards financial independence, and remind them of what is at stake over the long-run for them and their families. For me, this is what it means to be a financial planner.

The reality is that you don’t have to do it all on your own. You can have someone on your team that has your best interests at heart. Wouldn’t it be nice to have confidence that your portfolio is in the right place? What if you could make sense of all the financial strategies and products out there and have a financial and investment plan specifically tailored to your needs? This is what you need to succeed financially.

Feel free to look around and learn more about us. We welcome the opportunity to discuss whether or not we are the right fit for you. If you would like to schedule an initial consultation, please use the “email me” link below.

For more information about Purifoy Wealth Group, please go directly to our team website at www.michaelpurifoy.com.

*Purifoy Wealth Team is independent of Raymond James.

Purifoy Wealth Team

About Us

Team Members

  • Michael J. Purifoy, CPA, CFP®

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


    Michael Purifoy provides clients with the comprehensive financial expertise that has helped make Southwestern Investment Group, a division of Southwestern/Great American, Inc., one of the top-producing branches of Raymond James Financial Services, Inc. As a member of the Executive Leadership Board, Michael also devotes his time and expertise to the strategic direction of the team.

    Michael assists his clients in building wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies and exceptional client service. He has an extensive list of qualifications that attest to his capabilities, including:

    CERTIFIED FINANCIAL PLANNER™ practitioner through the Certified Financial Board of Standards, Inc.

    Licensed Certified Public Accountant (CPA).* Michael is a member of the Nashville Chapter of the Tennessee Society of Certified Public Accountants

    Recognized in 2012-2016 as a member of the Raymond James Financial Services “Executive Council” for dedication and service to clients and high levels of professional performance**

    Certified Investment Management Consultant through the Raymond James Institute of Investment Management Consulting

    Holder of Series 7, Series 66, Life and Annuity Insurance licenses

    Registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC

    A native of Knoxville, Michael attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in student government and contributed much of his time to the Knoxville community through Young Life. Prior to joining our team, Michael served as senior financial auditor for Ernst & Young LLP, one of the world’s largest professional services and accounting firms, where he was selected to serve on the team of HCA Inc., a Fortune 100 company.

    Michael is an active member in his church and has held local leadership positions with national non-profit organizations. He and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.

    *CPA services are not provided by Raymond James.

    **Executive Council is based mainly upon assets under management, education, credentials and fiscal year production. Requalification is required annually.

  • Will Bratton

    Financial Advisor, RJFS

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    Will Bratton joined the Purifoy Wealth Team in January, 2016 and is currently enrolled in Southwestern Investment Group’s two year mentorship program. Will works alongside Michael Purifoy, CPA, CFP® to help provide clients with the comprehensive financial expertise that has helped make Southwestern Investment Group, a division of Southwestern/Great American, Inc., one of the top-producing branches of Raymond James Financial Services, Inc.

    Will is involved in many aspects of the financial process including maintaining and/or establishing client and prospect relationships, initiating money movement transactions, as well as planning and research. Will currently holds the Series 7.

    Will was born and raised in the Nashville area and is a graduate of Brentwood High School (‘02). He obtained his bachelor’s degree from the University of Evansville (’06). He holds a Master’s of Sport Administration from Belmont University (’07).

    Will recently decided to return to the Nashville area to be closer to friends and family after spending eight years in Ponte Vedra Beach, FL. Prior to joining Southwestern Investment Group, Will began his career in the sports industry.  He had the unique opportunity to work with the PGA TOUR and The First Tee, a non-profit youth development organization dedicated to positively impacting young lives through the game of golf.

    Will was involved in various roles with the organization including working with PGA TOUR events and other third party sponsors to expand The First Tee National School Program to thousands of elementary school students across the country. During his last two years with The First Tee he was responsible for developing relationships with high capacity donors inspiring them to support The First Tee’s mission.

    While working in the non-profit sector, Will gained invaluable experience working with a diverse group of people to achieve a common goal. These experiences taught Will that the most effective way to inspire is through dedication to serving others by forming and maintaining meaningful, positive relationships. Will is excited for the opportunity to carry these experiences over in his relationships with clients to help educate them while navigating the path to help achieve their financial goals.

    In his free time you can find Will on the golf course looking for his ball in the woods. If he’s not playing golf, he enjoys other outdoor activities such as hiking and mountain biking. Will is exciting about being back in the Nashville community and looks forward to becoming involved in various community initiatives.

  • Cathy Schricker

    Client Services | Branch Associate, RJFS

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    Cathy helps coordinate and manage all aspects of client services. Cathy has many years of experience in various office environments and before joining Michal’s team was most recently the National Tradeshow and Conference Manager for Landis+Gyr, an energy management company and a subsidiary of the Toshiba Corporation, where she worked for 16 years.

    In 2015 Cathy and her husband, Bob, relocated to Nashville from Brainerd, MN where they resided for 20+ years.  They have three adult sons and are devoted Green Bay Packer fans.  Outside of work Cathy is an active member of her church, and enjoys traveling, reading, and biking.

  • Ryan Terry, CFP®

    Financial Advisor, RJFS

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    Ryan Terry is a Certified Financial Planner™ practitioner at Southwestern Investment Group, Inc., and a Raymond James Financial Advisor. Through Raymond James Financial Services, Inc., Ryan provides his clients with sound investment strategies designed to build wealth through comprehensive financial planning. Ryan’s integrity and commitment to excellence equip him to soundly advise his clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

    Ryan holds the Series 7, 66, Life and Annuity Licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered as a financial advisor with Raymond James Financial Services, Inc.

    Ryan is originally from Evansville, IN. He graduated right here in Nashville, TN from Lipscomb University with a degree in Business Management and a minor in Spanish. While at Lipscomb, he was the captain of the university’s golf team and the president of Lipscomb’s Fellowship of Christian Athletes.  Ryan was also very active in the mission department at Lipscomb, where he served on or led seven trips to Honduras during his time there. Since graduating Ryan has continued his service by leading an annual mission trip to El Salvador.  In his free time, Ryan is an active member at Ethos Church, and he still enjoys playing competitive golf and basketball.