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 Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Retirement Planning5
  • Philanthropic Services
  • Executive Financial Services6
  • Lending Products
  • Business Planning7
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our 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.

    Specialized Advice

    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.

      Our Awards & 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

        Location

        3102 West End Ave
        Ste 200
        Nashville, TN 37203
        US
        Direct:
        (615) 292-0303(615) 292-0303

        Meet The Edwards Pharris Group

        About Me

        Christi Edwards is a founding member of The Edwards Pharris Group and brings over 30 years of investment management experience to the service of her clients. Christi provides highly customized advice to corporate executives, business owners, music industry professionals, athletes, and other successful people throughout the Nashville area and across the country. Her approach includes a thorough planning process that concentrates on investment consulting, financial planning and relationship management. Christi takes the lead on fixed income and cash management recommendations when helping the team’s clients create and maintain highly customized portfolios. 
         

        Christi returned to her hometown Nashville after earning a Bachelor’s Degree from Auburn University in 1981.  It was a challenging time for women to break into the financial services industry but her determination landed her a job with a local investment firm.  She gained experience working on trading desks for bonds, equity, option, mutual funds and syndicate.  In 1984, Christi became a Financial Advisor with Morgan Stanley. 


        Christi has received numerous distinctions and professional accolades throughout her career. Barron’s named her to their Top 100 Women Financial Advisors list in 2008; recognized her as one of America’s Top 1,000 Financial Advisors in 2009, 2010, 2011, and 2012;  and as one of America’s Top 1,200 Financial Advisors in 2014, 2015, 2016, and 2017. She was also named as Forbes Best In State Advisors (Tennessee) in 2017 and 2018.
         

        Christi is involved with Habitat for Humanity of Greater Nashville as a past board member and chair of Women Build in 2013, in addition to being honored with the Groundbreaker Award in 2019. She has been active in the Vanderbilt Children's Hospital, Iroquois Steeplechase, and L'Ete du Vin (one of the nation's largest charity wine auctions). Christi enjoys working out, running, and skiing with her husband, James, and playing with her cats, Woodrow and Gus.
        Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
        NMLS#: 1406630

        About Me

        Jason E. Pharris is a founding member of The Edwards Pharris Group. He provides customized advice and comprehensive financial planning services to affluent individuals and families throughout Tennessee and across the country. Jason concentrates on wealth planning services and portfolio architecture for corporate executives, business owners, professionals planning for retirement, recording artists, music industry professionals, athletes, and other successful people. He is dedicated to helping his clients achieve their financial goals so they may attain the financial freedom to pursue their passions..

        Jason’s life as an investor began in his teens, after he received a small settlement from a life-changing car accident. He studied philosophies of the great investors and made his own plan to invest his settlement in the stock market. Jason went on to study finance and marketing at Belmont University, where he earned a B.B.A. He began his career as a Financial Advisor at Morgan Stanley in 1993.

        Jason is committed to financial education.  He understands the complex and evolving factors driving wealth management and knows the importance of keeping up with these changes.  Studying investment analysis at the Wharton School of Business at the University of Pennsylvania cultivated specialized skills in investment management, stock option optimization, retirement and estate planning. Jason takes pride in his ability to take complex financial concepts and effectively communicate them to his clients—teaching them how the market works and how to effectively grow, protect and transition their wealth.

        A native of Nashville, Jason and his wife, Wendy, live in Old Hickory with their dog, Rudy. He was honored by Barron's as a Top 1,200 Financial Advisor in 2017.

        In his leisure time, Jason enjoys working out, spending time with his wife, studying company balance sheets to find great opportunities for his clients, reading about the great investors of our time like Warren Buffett, and meeting with clients. Be careful, he might give you a book to read on investing.
        Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
        NMLS#: 1403262
        From Our Team

        Christi Edwards named to Forbes list of top 200 Financial Advisors


        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        Financial Transition: A Guide for Women

        Financial Transition: A Guide for Women

        Here's how to take control of your finances if a death or divorce leaves you holding the reins.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

        Entrepreneurs share ideas and learnings from the experience of starting a company.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

        Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

        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.
        Art as An Asset
        CRC 2274738 01/19

        Art as An Asset

        Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

        Wealth Management for Athletes and Entertainers

        Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
        • Investment Management
        • Wealth Transfer & Philanthropy
        • Private Banking Solutions
        • Family Governance & Wealth Education
        • Lifestyle Advisory
        Why Do Pro Athletes Go Broke?

        Why Do Pro Athletes Go Broke?

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        Access Morgan Stanley Online

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        Ready to start a conversation? Contact The Edwards Pharris Group today.
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        CRC 2019752 10/2018