A&G Financial Management, LLC was formed to provide straight forward, no nonsense, independent consulting, and advisory services to individuals and companies both for profit and not for profit. Having spent our formative professional years in the broker dealer and banking channels, we determined the best way to service our clients was to break free of the red tape, proprietary requirements, and sales goals handed down from a home office that was generally states away from our clients. We are here... members of the same community as you. We sit with you, listen to your needs, THEN access a universe of appropriate products and services to help you meet your needs.
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We at A&G Financial Management know that finding the right Advisor is a choice not to be taken lightly. That’s why we offer free consultations to identify your needs and goals.
Maria has spent her entire career working with CEO, CFO, and other Executives, specializing in retirement plans and executive services. Maria’s previous team was named as an Advisor of the Year finalist and Maria was named as “Best of the Rest” by PLANSPONSOR Magazine (the most successful retirement plan advisors). Maria was also named Rising Star by Prudential Securities. She has earned both the Accredited Investment Fiduciary (AIF) designation and the PlanSponsor Retirement Professional (PRP) designation as part of the inaugural class. Maria has been named Who’s Who of American Women since 1998.
Maria is a member of the Middle Tennessee Employee Benefits Council and the Profit Sharing/401(k) Council of America. Maria earned degrees in Mass Communication and English at Jacksonville State University. Outside the office, she has served on the Steering Committee for Hands on Nashville, the United Way of Middle Tennessee’s Sennet Society, and the Iroquois Steeplechase. She has also served as President for her local area alumni chapter and as a Panhellenic delegate. She is a member of the Young Leaders Council, the Women’s Initiative and an inaugural member of 90 Degrees. She has served on the board of Nashville Children’s Theater and formerly served on the Board of Governors for JSU.
Vincent Giannattasio focuses on full scale financial planning for individuals and households. From wealth accumulation to risk management, Vincent provides high touch, proactive consulting services to an inter generation client base. Prior to forming A&G Financial Management, Vincent gained practical experience and built a thriving book of business at US Bank and Ameriprise Financial.
Vincent studied at Nassau Community College, Five Towns College, and Belmont University where he received his B.A. in Business Marketing. When not working, Vincent and wife, Maria, are active members of St Mathew Church in Franklin, TN and spend time with their children Joseph and Alanna.