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Nashville, TN

Micheal Upshaw, Jr.

CFP®

Associate Wealth Advisor

150 4th Ave N, Suite 1410
Nashville, TN 37219

Micheal Upshaw Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Micheal Upshaw Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Micheal

Micheal is responsible for client onboarding, account maintenance, and money movement tasks.

Outside of the office, Micheal enjoys spending time with family and friends and staying active. 

Education and Professional Milestones

-Middle Tennessee State University - bachelor’s degree in business administration with a concentration in finance

-Has held roles with InterOcean Capital as a client service associate and with Wood Financial Group LLC as a client relations administrator

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