OUR NASHVILLE FINANCIAL ADVISORS
Providing quality financial planning and analysis services for over 30 years.
Lawson C. Allen
President and Director
Lawson C. Allen, President and Director, is a graduate of Vanderbilt University and holds a degree in Public Policy Studies with an Economics emphasis. Prior to joining the firm, he was associated with the Bankers Trust NY Companies in various investment and custody administrative capacities. He has served on the Board of Directors of the Nashville Society of Financial Analysts and is a past president of the organization. He has also served on the Presidents Council of the Association for Investment Management and Research, as well as the Nominating Committee for the Southeastern Presidents Council. He is also a member of the CFA Institute.
Frank M. Bass II
Chairman Emeritus and Consultant
Frank M. Bass II, Chairman Emeritus and Consultant, is a 1968 graduate of Davidson College. After serving as a commissioned officer in the United States Navy, in 1972 he became associated with J.C. Bradford & Company as an investment analyst. In 1976 he joined Lee, Robinson & Steine, Inc. as an analyst and portfolio manager. In 1986 he was appointed to head that firm’s equity strategy group and later named chief investment strategist. In 1988 he co-founded Lee, Danner & Bass, Inc. with John Lee and Ray Danner. He earned the Chartered Financial Analyst designation in 1978 and is a past president of the Nashville Society of Financial Analysts. He has also served on the Ethics Review Committee of the Financial Analysts Federation and is a member of the CFA Institute.