David C. Nanney, CPA
Portfolio Manager
David began his accounting career in 1992. He has worked with some of the largest companies in the nation, including AutoZone, Pfizer, SunTrust and the public accounting firm Thompson Dunavant (CBIZ). In 2007, David founded David C. Nanney, CPA, PLLC, and in March of 2022, David purchased Brower & Hebert, expanding the breadth of knowledge and size of his staff. Nanney Group has offices in Memphis and Nashville, with a total of six full-time partners and staff, as well as two seasonal contractors.
David specializes in accounting, federal taxation for individuals and small businesses, and business consulting. Over the past 17 years, David has worked with several financial planners and estate attorneys and has assisted them in achieving financial planning goals for many of their clients. In June of 2024, David obtained his PFS (Personal Financial Specialist) designation from the AICPA, which will enable him to provide additional services to meet clients’ wealth management needs.
David’s tax background, combined with the expertise of Formidable Asset Management, make for a powerful combination for clients. This alliance will enable the client to receive a more robust trusted advisor experience, as we can now combine our investment knowledge and tax advice with our unique insight into the personal and family dynamics that have shaped and will shape key decisions going forward.
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