Michael Purifoy provides clients with the comprehensive financial expertise that has helped make Southwestern Investment Group, a division of Southwestern/Great American, Inc., one of the top-producing branches of Raymond James Financial Services, Inc. As a member of the Executive Leadership Board, Michael also devotes his time and expertise to the strategic direction of the team.
Michael assists his clients in building wealth through comprehensive financial planning with a specialty in professional money management, tax planning strategies and exceptional client service. He has an extensive list of qualifications that attest to his capabilities, including:
CERTIFIED FINANCIAL PLANNER™ practitioner through the Certified Financial Board of Standards, Inc.
Licensed Certified Public Accountant (CPA).* Michael is a member of the Nashville Chapter of the Tennessee Society of Certified Public Accountants
Recognized in 2012-2019 as a member of the Raymond James Financial Services “Executive Council” for dedication and service to clients and high levels of professional performance**
Certified Investment Management Consultant through the Raymond James Institute of Investment Management Consulting
Holder of Series 7, Series 66, Life and Annuity Insurance licenses
Registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC
A native of Knoxville, Michael attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee, where he served the student body through leadership positions in student government and contributed much of his time to the Knoxville community through Young Life. Prior to joining our team, Michael served as senior financial auditor for Ernst & Young LLP, one of the world’s largest professional services and accounting firms, where he was selected to serve on the team of HCA Inc., a Fortune 100 company.
Michael is an active member in his church and has held local leadership positions with national non-profit organizations. He and his wife Lindsey have three boys, Jacob, Luke, and Sam. Michael enjoys spending much of his time with his family, playing golf, and cheering on the Vols.
*CPA services are not provided by Raymond James.
**Executive Council is based mainly upon assets under management, education, credentials and fiscal year production. Requalification is required annually.
Grayson came to the financial planning field by way of professional athletics. While playing for the Tampa Bay Rays, Grayson’s passion for financial counseling was ignited. He knew he wanted to walk alongside people, providing them with sound, steady help and advice.
Drawn to Southwestern Investment Group because of the like-minded people, Grayson admires that the firm conducts its work with integrity and does things the right way. He feels the people are what makes Southwestern Investment Group stand apart in this industry. He finds coming to work to be unbelievably fulfilling, because he’s with great people and helps clients achieve their financial goals.
Grayson’s role is to satisfy client requests, conduct review meetings, prepare financial plans, and perform portfolio analysis. Outside of the office, you can find Grayson with his family, on the golf course, or doing anything outdoors or active.
Caroline Crisp holds a Master's degree in Financial Planning from the University of Alabama. Prior to moving to Nashville and joining Southwestern Investment Group, Caroline worked for a financial planning firm in Montgomery.
As a financial planner on Michael Purifoy's team, Caroline has loved her coworkers and has especially enjoyed meeting with clients.
When she’s not in the office, Caroline loves to spend time with her family, sing, and explore all the good foods in Nashville.
Cathy helps coordinate and manage all aspects of client services. Cathy has many years of experience in various office environments and before joining Michal’s team was most recently the National Tradeshow and Conference Manager for Landis+Gyr, an energy management company and a subsidiary of the Toshiba Corporation, where she worked for 16 years.
In 2015 Cathy and her husband, Bob, relocated to Nashville from Brainerd, MN where they resided for 20+ years. They have three adult sons and are devoted Green Bay Packer fans. Outside of work Cathy is an active member of her church, and enjoys traveling, reading, and biking.
