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PFM Advisor
3100 West End Avenue
Suite 1290
Nashville, TN 37203-6810
Phone: (615) 297-1660
Fax: (615) 297-1828
Toll-free: (800) 660-1592
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Household Income Minimum: $250,000 Investable Asset Minimum: $1,000,000
Considerations: I specialize in stock option/restricted stock planning for corporate executives.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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