Michael Purifoy provides clients with the comprehensive financial expertise that has helped make Southwestern Investment Group, a division of Southwestern/Great American, Inc., one of the top-producing branches of Raymond James Financial Services, Inc. As a member of the Executive Leadership Board, Michael also devotes his time and expertise 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 planning strategies and exceptional client service. He has an extensive list of qualifications that attest to his capabilities, including:
CERTIFIED FINANCIAL PLANNER™ practitioner 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 the American Institute of Certified Public Accountants.
Recognized in 2012-2019 as a member of the Raymond James Financial Services “Executive Council”.**
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 student government 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 active member in his church and has held local leadership positions with national non-profit organizations. He and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.
*CPA services are not provided by Raymond James.
**The Executive Council is based on annual production. Requalification is required annually.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.