The Edwards Pharris Group at Morgan Stanley

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The Edwards Pharris Group

OUR MISSION STATEMENT

We sweat the details so our clients are free to enjoy the rewards of their success

Our Story and Services

Welcome

We are a six-member wealth management team led by two highly experienced Financial Advisors, Christi Edwards and Jason Pharris.  Christi and Jason are hands-on investment managers with a true passion for their craft.  Both are steadfast in the belief that they should never recommend a security that they would not consider for their own portfolios.  The team works with some truly exceptional people.  Our clients have built thriving businesses, led major corporations, and achieved extraordinary success in the sports and entertainment industry, while raising families and contributing to their communities.  Such active lives often leave little time to address the complex challenges of managing wealth they have created along the way.  That's where The Edwards Pharris Group steps in.

We serve as our clients' go-to advisors.  No situation our clients face is too complex.  We help create and implement comprehensive wealth management plans based on specific needs and goals; work to help our clients protect and grow their assets; and help clients create a legacy of support for the people, causes, and institutions that enhance their lives. 

Services Include

  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Retirement Planning
  • Philanthropic Services
  • Executive Financial Services
  • Lending Products
  • Business Planning


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients

Clients

The Clients We Serve

For over 30 years, we have had the opportunity to work with some truly exceptional people. Our clients have built thriving businesses and achieved success at the highest levels possible in the sports and entertainment industry. They have raised families, contributed to their communities and led active lives. Often, these pursuits and commitments leave little time to address the complex challenges of managing the wealth they have created along the way. That’s where we step in.

Serving as our clients’ go-to advisors, we help them create and implement comprehensive wealth management plans based on their specific needs and goals. We are at our best when the issues they are facing are the most complex. Providing access to whatever expertise and resources they require, we work to help our clients protect and grow their assets, create the legacy they want to leave and support the people, causes and institutions that enhance their lives.

Sports and Entertainment

Morgan Stanley Global Sports & Entertainment is a specialized wealth management division of Morgan Stanley that focuses exclusively on addressing the unique needs of top professionals like you, in the sports and entertainment industry.

As a Sports and Entertainment Director, Christi Edwards has the specialized experience, continuing education and access to world-class resources needed to understand the complexities and pressures facing high-achieving professionals in the sports and entertainment industries, and to help them make smart choices about how they save, spend, invest, borrow, protect and give.

Her focus is working with established and emerging industry executives, writers, producers, musicians, etc. helping to provide advanced experience in their field, an extensive range of resources needed to address their unique immediate financial challenges,  and to create comprehensive plans to reach their long-term goals.


Location

Location

  • 3102 West End Ave Ste 200
  • Nashville, TN 37203


      Awards and Recognitions

      • 2018 Barron's Top 1,200 Wealth Advisors
      • 2018 Forbes Best in State Wealth Advisors
      • 2018 Forbes Top Women Wealth Advisors
      • 2017 Barron's Tennessee Top Advisors (#6 & #12)
      • 2016 Barron's Top 1,200 Financial Advisors
      • 2016 Barron's Tennessee Top Advisors (#15)
      • 2015 Barron's Top 1,200 Financial Advisors
      • 2015 Barron's Tennessee Top Advisors (#17)
      • 2014 Barron's Top 1,200 Financial Advisors
      • 2014 Barron's Tennessee Top Advisors (#11)
      • 2012 Barron's Top 1,000 Financial Advisors
      • 2011 Barron's Top 1,000 Financial Advisors
      • 2011 Barron's Tennessee Top Advisors (#5)
      • 2010 Barron's Top 1,000 Financial Advisors
      • 2010 Barron's Tennessee Top Advisors (#10)
      • 2009 Barron's Top 1,000 Financial Advisors
      • 2008 Barron's Top 100 Women Financial Advisors


      Meet The Edwards Pharris Group

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.

      • Asset management
      • Traditional investments
      • Alternative Investments
      • Impact Investing

      Family

      Creating customized financial strategies for the challenges that today's families face.

      • Estate Planning
      • 529 Plans / Education Planning
      • Long Term Care Insurance
      • Trust Services and Accounting

      Retirement

      Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

      • 401(k) Rollovers
      • IRA Plans
      • Retirement income strategies
      • Annuities

      Business Planning

      Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Corporate Pension Funds

      Philanthropy

      Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

      Ready to start a conversation? Contact The Edwards Pharris Group today.

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