CONNECT

Address:

12060 Central Pike
Mount Juliet, TN 37122

Phone:

615.745.3649

Fax/Other:

615.773.8756

Our Team

Debbie Murphy, CFS®

Wealth Advisor

Debbie Murphy, founder of Cadence Wealth Advisors, has a vision of helping people first.   There is a rhythm to wealth planning that most people seldom achieve due to the fast paced lifestyle we all live and perhaps, the absence of an advisor willing to take the time to educate and build relationships.  Raising horses most of her life and working in the financial services industry since 1993, has given Debbie a unique perspective toward hard work and the financial world supporting this work.   “There is a cadence to all things in life that we tend to miss due to the fast pace of our world and our need to focus on what we do best,” states Debbie.  After a long career in the corporate world of financial services, it became evident that many people were underserved and confused regarding complex financial offerings.  Her passion is to understand the goals and dreams of families first, then deliver the financial service that work best for them.

Debbie's love for helping people and her attention to detail enables her to assess clients' needs and wants.  Her passion for retirement and estate planning is fueled by a God-given desire to see everyone achieve a lifestyle of their choosing with dignity.  She has an innate ability to see the client's perspective and bring new insights to light in order to help them achieve their goals and objectives.

While working with a broad range of individuals Debbie has found that there are no two clients with exactly the same issues or goals.  Because each one has unique needs, desires and abilities that all work into their personal financial plan, clients become friends.  Debbie believes, “you can't get to know people and their desires without digging deep.  You have to really understand who they are first in order to help them achieve what is important to them.”

Debbie and her family have called Mount Juliet, Tennessee home for more than 25 years.  She and her husband, L.M., live on a farm where they raise horses.  “We have our own zoo cats, dogs, horses, kids all know they are loved and accepted, which is why they seem to find their way here and stay,” says Debbie.  Three grown kids and one in college make up their family as well as four of the most perfectly beautiful grandchildren in the world.    Attending World Outreach Church, she truly believes that “in all we do, we reflect God's goodness by helping others.”  Debbie also is a member of the National Association of Professional Women and the Wilson County Chamber of Commerce.  When not working, Debbie can be found outdoors, swimming, horseback riding, painting, writing, reading or simply enjoying nature.

 


Kelly Bracken

Office Manager

Kelly has worked with Debbie since 2009, but the two have been friends for nearly twenty years.  It is because of this close friendship that their work relationship works seamlessly. 

Kelly worked in the customer service and administrative fields for over thirteen years before joining Cadence Wealth Advisors.  Specifically, she has worked as an administrative professional in the financial industry for the past nine years.  This experience has helped her hone both her organizational and personal interaction skills.  She strives to run an orderly office and enjoys getting to know clients on a personal level as well as professionally.

The majority of Kelly's time is spent answering office calls, scheduling client appointments, preparing paperwork and reports for these appointments, and working closely with our home office to ensure proper processing of client paperwork.  She also assists Debbie with marketing as well as day-to-day office management.  Kelly strives to learn more about the inner workings of the financial industry so she will be better able to assist both Debbie and her clients.

Outside of the office, Kelly enjoys spending time with her husband of twenty-seven years and their two grown sons.  In a perfect world, this time would be spent toes in the sand, enjoying the view of the turquoise waters of the Gulf of Mexico!  She also enjoys dabbling in photography, specifically shooting pictures on the family farm, which has been in her family over seventy-five years.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck