Michael J. Purifoy, CPA, CFP®Wealth Management
 
 

About Us

Michael J. Purifoy
CPA, CFP®
Wealth Advisor
Direct: 615-778-3223



Michael Purifoy provides clients with comprehensive financial planning and wealth management services. Southwestern Investment Group, a division of Southwestern/Great American, Inc., is one of the top-producing branches of Raymond James Financial Services, Inc. As a member of Southwestern's Executive Leadership Board, Michael also devotes his time and experience to the strategic direction of the firm.

Michael assists his clients in building wealth through comprehensive financial planning with a specialty in professional money management, tax reduction strategies and exceptional client service. He has an extensive list of qualifications that attest to his capabilities, including:

  • Licensed CERTIFIED FINANCIAL PLANNER through the Certified Financial Board of Standards, Inc.
  • Licensed Certified Public Accountant (CPA)*. Michael is a member of the Nashville Chapter of the Tennessee Society of Certified Public Accountants, and he is also a member of the American Institute of Certified Public Accountants.
  • Recognized in 2010 and 2011 as a "Rising Star" by Raymond James Financial Services for achieving exceptional growth in personal production. 
  • Recognized in 2012 as a member of the Raymond James Financial Servcies "Executive Council" for dedication and service to clients and high levels of professional performance
  • Certified Investment Management Consultant through the Raymond James Institute of Investment Management Consulting.
  • Holder of Series 7, Series 66, Life and Annuity Insurance licenses.
  • Registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.

A native of Knoxville, Michael attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in the Student Government Association and contributed much of his time to the Knoxville community through Young Life. Prior to joining our team, Michael served as Senior Financial Auditor for Ernst & Young LLP, one of the world’s largest professional services and accounting firms, where he was selected to serve on the team of HCA Inc., a Fortune 100 company.

Michael is an elder at West End Community Church in Nashville, Tennessee and has held various local leadership positions with national non-profit organizations. He and his wife Lindsey have two boys, Jacob and Luke. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.

As Dave Ramsey’s Endorsed Local Provider**, Southwestern Investment Group is an independent firm and was recently recognized as one of Middle Tennessee’s 50 fastest-growing companies at the Nashville Area Chamber Future 50 Awards. By being completely independent, Michael’s allegiance is with his clients and not with any particular product, as his firm has no proprietary funds or products.

*CPA services are provided by Michael Purifoy, and are not a service of Raymond James.

**Raymond James does not endorse and is not affiliated with the Dave Ramsey endorsed local provider program.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 6,500 financial advisors
  • 2.4 million client accounts
  • 2,600 locations (United States, Canada and abroad)
  • $372 billion in client assets
  • $38 billion managed by its subsidiary asset managers

Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.

Financial Advisor Image
Michael J. Purifoy CPA, CFP® Wealth Advisor
720 Cool Springs Blvd
Suite 100
FranklinTN 37067
Phone: 615-861-6100
Fax: 615-391-2847
Direct: 615-778-3223
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.