Relationship Manager
Sarah Mosley serves as a Relationship Manager at BIP Wealth…
Personal Wealth Advisor
Pat founded Harpeth Private Wealth Advisory in 2006 with a…
Associate Advisor
Drew enjoys helping families grow their wealth and achieve their…
Relationship Manager
Liz joined BIP Wealth after participating in the firm’s inaugural…
Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Personal Wealth Advisor
There are a lot of firms that help you manage…
