VETTED

Seven Arrows Planning
Tel: 615-637-2073 555 Marriott Drive Suite 150 Nashville, TN 37214
About Seven Arrows Planning
When passionate people work toward a common goal, success follows. Each member of our team brings unique experiences, perspectives, and skills to the table and we plan to serve you now and for generations to come. We want to meet you where you are on your financial journey and design strategies to help you get where you want to be.
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Our Team

Samuel
Samuel Smith
Financial Advisor


Samuel Smith grew up in Memphis, Tennessee and is a graduate of The University of Tennessee. He has a Bachelor of Arts degree in Marketing with a minor in Psychology. Immediately after college, Samuel moved to Nashville and got his real estate license, which he held for almost 18 years. He has also owned an insurance agency and has led several high achieving sales teams over the years. Before coming to Seven Arrows, Samuel worked for Dave Ramsey's company for nearly 7 years.

Samuel gets extreme satisfaction from helping others "win" with their finances. He has a heart of a teacher and wants to help clients see their future more clearly. Having led teams and been around a lot of coaches in his life, he truly appreciates the team approach that Seven Arrows offers for their clients. Samuel works directly with clients, as well as assist other advisors in the office with meeting preparation and client follow up.

He holds the Series 7 and Series 66 registrations.

Samuel met his wife Jamie in college, and they now have three children: Blakely, Hollyn, and Wyatt. He enjoys coaching his kids' various sports teams and spending time with his family. When time allows, he also enjoys painting.

David
David Miller
Financial Advisor


David Miller grew up in Nashville, Indiana and is a graduate of Taylor University with a degree in Biblical Studies. Prior to joining Seven Arrows, David worked as a Financial Advisor with SageSpring Wealth Partners and Thrivent Financial before that.

David loves getting into the details and implementing tax-efficient financial planning strategies that help clients keep as much of their hard-earned money as possible. His biggest passion is helping clients dream about their legacy and helping each part of a client's plan makes sense for their individual situation.

He holds the Series 7 and Series 66 registrations, as well as Tennessee life, health, annuity, and long-term care insurance licenses.

David and his wife Erin have three children: Wren, Kate, and Hank.

When not in the office, David spends enjoys spending time with his family, serving at his church, or traveling.

Stephen
Stephen Neu
Financial Advisor


Stephen Neu (pronounced "New") was born in Atlanta, Georgia and spent most of his childhood in Montgomery, Alabama. He moved to Knoxville, Tennessee for his senior year of high school before attending Union University, where he majored in Business Management and obtained a Master of Accounting degree. After graduating, Stephen worked in the Office of University Ministries and, later, Student Financial Planning.

Stephen's favorite part of what he does is getting to hear clients' stories. No client is the same, so no day is ever the same. Much of his time is spent meeting with clients to address their financial needs as well as talking with prospects and sharing how we can serve them well.

He holds the Series 7 and Series 66 registrations, as well as Tennessee life and health insurance licenses.

Stephen met his wife, Ashleigh, during their senior year of high school. They now have two children: Mia and Archer and a third child on the way! He enjoys spending time with them outdoors as much as possible. He also participates in ultimate frisbee and various other sports.

General Information
Name of Broker/Dealer:

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

States Licensed in:

TN

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Qualifications & Memberships
Insurance and Annuity Licenses:

Long Term Care, Variable Annuity, Life, Annuity

Services
Investment Types:

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Phone, Email, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250K+

Compensation Methods:

Commissions, Based on Assets

Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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