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Julie Davis

Round Table Advisors announces three new partners

Round Table Advisors LLC, a comprehensive financial services practice serving Chattanooga, have added three new partners to its team, Julie Davis, Austin Cone and Andy Burnett. The additions follow the group's recent shift to the independent advisory platform of Raymond James Financial Services.

"Bringing Julie, Austin and Andy on as partners will deepen the commitment and high level of service the team already provides to their clients," said Tony D'Andrea and Dennis Wolfe, managing partners.

Davis has been a member of the Round Table Advisors team in some capacity for more than 30 years, working her way from a part-time data entry position to partner. Having experience at all levels of the financial services universe has given Davis a deep understanding of the many aspects of the client/advisor relationship, according to the firm.

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Austin Cone

Cone began his career as a CPA and worked in various accounting positions in Chattanooga. He joined the Round Table Advisors team in 2014 and progressed to become a Certified Financial Planner. With retirement and goal planning expertise, Cone provides each client with a guided wealth management process.

Burnett brings a background in corporate finance to the team, having worked for two multi-national firms before eventually joining the practice as a financial advisor in 2016. He holds the Chartered Financial Analyst designation and specializes in portfolio management.

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Andy Burnett

 

Green|spaces names new director of partnerships, role expansions

The group green|spaces is building a stronger foundation for the organization and the Chattanooga region with a new addition and changes to the leadership team.

The local sustainability nonprofit recruited a nationally known director and promoted existing staff to prepare the organization and the region for increased investment in sustainable living, working and building from business, government and philanthropy.

In recruiting TJ Tate as the new director of partnerships, plus the promotion of existing staff into programming and operational roles, the nonprofit will continue to guide families, businesses and local governments through practical, affordable and effective ways to improve both the quality of the environment and quality of life in the Chattanooga region. Tate's perspective comes from serving as a sustainable seafood director at the National Aquarium and executive director at the Gulf of Mexico Reef Fish Shareholders' Alliance.

"Businesses and nonprofits are like ecosystems," Tate said of her approach to the new director role, which brings her to Chattanooga after nearly 20 years of work in sustainability.

Also, Ella Kliger will step into the director of operations role, and Kelley Cureton, as director of programs and events.

Michael Walton, executive director of green|spaces, said he is excited about what the future holds.

"With greater capacity and a stronger leadership structure, our team is now well positioned to take green|spaces to the next level as an organization and take advantage of the emerging opportunities to make the Chattanooga region both a driver and a beneficiary of the global shift toward sustainable living, working, and building."

 

Teya Richardson new manager of Ringgold First Horizon Bank

First Horizon Bank, a member of the First Horizon Corp. family of companies, recently named Teya Richardson as banking center manager of the Ringgold, Georgia, location.

Richardson manages all aspects of the customer experience, as well as operations of the center. She also oversees employee development, audit compliance, and works to grow and retain client relationships.

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Teya Richardson

"First Horizon makes it a priority to create a positive impact within their communities. Their commitment to the communities that support them is similar to the support they provide to their clients and associates." said Richardson.

"Teya values every customer interaction and works to deepen relationships which makes her a great asset to our team," said Chattanooga market President Jay Dale. "She works hard to better her team in order to improve the experiences of our customers, and that is something we truly value."

Richardson is currently enrolled at Middle Tennessee State University where she is pursuing a bachelor's degree in business administration.

 

Magnolia Trust Co. announces Rebecca McNabb has joined firm

Magnolia Trust Co. has announced that Rebecca McNabb has joined the firm as an advisor to support the areas of complex estate planning and trust administration issues.

McNabb, a recent graduate of the University of Tennessee College of Law who is pursuing her master of laws degree in taxation from the University of Alabama, brings fresh perspectives and steadfast dedication to finding personalized solutions for Magnolia clients, the firm said.

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Rebecca McNabb

"Rebecca is a knowledgeable, committed and principled addition to our Chattanooga team," said Eric Ratliff, Magnolia's president and CEO. "Her values seamlessly align with our mission of providing diligent, attentive and thoughtful services to our clients and their families."

McNabb, a Chattanooga native, previously served as a law clerk at Elder Law of East Tennessee and Legal Aid of East Tennessee, where she drafted estate planning documents and deeds, assisted with consumer protection issues and records requests, as well as conducted case research. Her internships include Hamilton County Chancery Court, the offices of former Sens. Bob Corker and Lamar Alexander, as well as an established trust company in the region.

"It is a deeply rewarding opportunity to join the Magnolia team and combine my legal background and trust administration interest for the benefit of our valued clients," said McNabb.

 

Martin Boyd Christian Home honored with Senior Living Award

Martin Boyd Christian Home, a senior living community based in Chattanooga, has been honored as a SeniorAdvisor.com Best of Senior Living 2021 award winner by A Place for Mom Inc., the largest senior living referral service in North America.

The award represents the best of the best of in-home care, assisted living, and other senior living providers, determined by the reviews of seniors and their families on SeniorAdvisor.com. The designation honors only the top 3% of senior care providers across the United States and Canada.

Martin Boyd Executive Director Steve Everett said the home has worked tirelessly to keep its community safe during the pandemic.

"We continuously adjust to the needs of our residents while navigating the hardships the COVID-19 pandemic has created for our community," he said. We want our residents and their families to know we understand the seriousness of this pandemic and will continue to care for our residents in the manner they have been accustomed to for so many years."

 

Tim Lyons, of Mauldin & Jenkins named to AICPA expert panel

Mauldin & Jenkins, a provider of assurance, tax, consulting and advisory services, has announced that Tim Lyons, partner-in-charge of the firm's Columbia office, was appointed as a member of the American Institute of Certified Public Accountants' State and Local Government Expert Panel, beginning in May.

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Tim Lyons

The panel exists to serve the needs of AICPA members on financial reporting matters as well as audit and attest matters relevant to audits of state and local government financial statements. It also works closely with the Governmental Accounting Standards Board by analyzing exposure documents and various proposals that impact state and local governments.

As a member, Lyons will help bring together knowledgeable parties in the state and local government industry to deliberate and come to agreement on key state and local government issues.

Lyons is a partner in governmental practice at Mauldin & Jenkins, working with state and local government agencies and institutions of higher education throughout the Southeast.

 

3 at Erlanger cited for supporting National Guard and Army Reserve

The Department of Defense's Employer Support of the Guard and Reserve program recently recognized Erlanger Health System's Lisa Crump, Katie Johnston and Mike McKeever with the Patriotic Employer Award for supporting employees in the armed forces.

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Mike McKeever

The Patriotic Employer Award reflects the efforts made to support citizen warriors through a wide range of measures including flexible schedules, time off prior to and after deployment, caring for families and granting leaves of absence if needed.

National Guard Sgt. Aaron Brummett said in his nomination of Crump: "Because of Lisa, I have not had to worry a second about my job, and she has handled all the paperwork involved with my military absence. She also calls and checks on myself and family during this time of pandemic and military absence."

Second Lt. Terry W. Ellis of the National Guard nominated Johnston saying: "Katie is the manager over the Level I Shock Trauma ICU at Erlanger Hospital. She has been very flexible with scheduling and truly cares about her employees in the armed forces."

In the nomination for McKeever, National Guard Sgt. 1st Class Kenny Botts praised his flexibility "when our orders have come in late. Also McKeever dealt with the short notification when we were called up."

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Lisa Crump

— Compiled by Brandi Dixon

Information about new hires, promotions and business awards should be sent to onthemove@timesfreepress.com.

 

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