Tax & Compliance Specialist

Deanna McCulley

Tax & Compliance Specialist

Operations Manager

Steve Plummer

Operations Manager

Financial Operations Specialist

Wes Quarles

Financial Operations Specialist

Operations Specialist

Tina Redding

Operations Specialist

Operations Specialist

Penny Steele

Operations Specialist

Receptionist

Martha Wells

Receptionist

Deanna McCulley

Position: Tax & Compliance Specialist

Tax & Compliance Specialist, a position she has held since joining the firm in 2004. Prior to joining Equitable she was a Vice President for SunTrust Equitable Securities in the Compliance Department handling registration and continuing education for all SunTrust brokerage divisions. Before that she was with E.F. Hutton in the local Nashville office. Her first job after graduating from Augustana College in Rock Island, Illinois was with Clayton Brokerage in St. Louis, Missouri.

Steve Plummer

Position: Operations Manager
Phone: (615) 346-4201

Operations Manager of Equitable Trust Company, a position he has held since joining the company in 2020. Previously, Steve worked as a consultant for Sikich and a Director, Wealth Management Products for Fi-Tek, LLC. Prior to that, he was Principal, Director of Operations and IT for The Trust Company. Steve received a Bachelor of Arts in Finance from The University of Toledo and an MBA from University of Notre Dame.

Wes Quarles

Position: Financial Operations Specialist

Financial Operations Specialist, a position he has held since joining the company in 2021.  Previously, Wes has worked in corporate tax with Sitel Group, and prior to that in public accounting with Frazier & Deeter, LLC advising high net worth individuals and a broad range of business entities.  Wes received a Bachelor of Science in Business Administration majoring in Accounting from the University of Tennessee.

Tina Redding

Position: Operations Specialist

Operations Specialist, a position she has held since joining the firm in 2019. Previously, Tina was responsible for training systems and technology in the Real Estate field. She began a career in Operations administration and management at J. C. Bradford & Company in 1982 working primarily in the Reorganization Department managing and overseeing day to day activities in regards to processing financial information in client accounts.

Penny Steele

Position: Operations Specialist

Operations Specialist, a position she has held since joining the firm in 1993. Prior to joining Equitable, Penny worked as an Administrative Assistant in Research at JC Bradford & Co. Before joining JC Bradford, Penny worked at Comdata Network.

Martha Wells

Position: Receptionist

Receptionist, a position she has held since joining in 2018. Martha is a graduate of Southern Methodist University.