About Me
Tim Roberson, a Managing Director/Investments with over 33 years of experience, began his career in 1991 at Merrill Lynch before joining Stifel in 2024. Tim has been recognized in Barron’s Top 1,000 Financial Advisors (2010-2013), Barron’s Top 1,200 Financial Advisors (2014-2024, #1 in Tennessee in 2017 and 2019), Forbes’ Best-in-State Wealth Advisors (2018-2024), and Financial Times Top 400 Financial Advisers (2017-2020).
Specializing in tailored wealth management for high-net-worth individuals and families, Tim also provides experienced guidance to divorced and widowed women, working to help secure their financial futures with precision and insight.
Tim holds a Bachelor of Business Administration in Managerial Finance from the University of Mississippi, along with Series 7, 9 & 10, 63, and 65 securities licenses. His designations include Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, and Sports & Entertainment Accredited Wealth Management AdvisorSM.
Tim resides in Brentwood with his wife, Michelle, and they are proud parents of three children. Renowned for his disciplined strategies and market foresight, he builds lasting client relationships through personalized guidance and a passion for striving for financial success. He serves on the Nashville Sports Council, enjoys golf with friends, and is an active member of Crosspoint Church.
Barron’s Top 1,000 Advisors, February 22, 2010, February 25, 2011, February 20, 2012, and February 15, 2013, based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Forbes’ Best-in-State Wealth Advisors, selected by SHOOK Research, LLC, and Barron’s Top 1,200 Advisors rankings are each based on the 12-month period ending June 30 and September 30, respectively, of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. Financial Times (FT) Top 400 Financial Advisers, April 15, 2020, based on assets under management (AUM) as of June 30 2018-2019; April 17, 2019, based on AUM as of September 30, 2017-2018; March 22, 2018, based on AUM as of June 30, 2016-2017; and March 30, 2017, based on AUM as of September 30, 2015-2016, are selected by FT and its sister company, Ignites Research, from a pool of qualifying advisors that totaled 940 for 2020, 940 for 2019, 883 for 2018, and 800 for 2017. Minimum criteria included more than 10 years of experience and more than $300 million in AUM, using data provided by the advisors firms. Adding that information to their own research on the candidates, including data from regulatory filings, FT uses a formula to grade advisors, based on six broad factors, and calculates a numeric score for each advisor. The factors are: 1) assets under management; 2) AUM growth rate (at both one-year and two-year growth rates); 3) years of experience; 4) compliance record; 5) industry certifications (CFA, CFP, etc.); and 6) online accessibility. AUM accounted for an average of 70 percent of each advisor's score. AUM growth rate accounted for an average of 17 percent. Additionally, the FT places a cap on the number of advisors from any one state that roughly corresponds to the distribution of millionaires across the U.S. FT presents the Top Advisers as a group, not a competitive ranking, since each advisor takes a different approach to his or her practice and has different specializations. Neither Barron’s, Financial Times, Forbes’, Ignites Research, nor SHOOK Research receives compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the Forbes’ and Barron’s methodologies, see www.stifel.info/award-disclosures.
About Me
Angela Hall is a Client Relationship Manager with extensive experience in the wealth management industry, holding Series 7, 63 and 65 licenses along with the CRPC ™ designation. Over the course of her career, she has provided exceptional client service and operational support at leading firms such as Wells Fargo, UBS, and Merrill Lynch. Her experience spans account management, trade execution, complex disbursements, compliance processes, and event coordination.
Originally from Laurel, Mississippi, Angela moved to Nashville during high school and has called it home ever since. She graduated from Belmont University with a bachelor’s degree in psychology, fueling her passion for holistic well-being—addressing both emotional and financial health. She brings this perspective to her work with clients and applies it personally as she and her husband plan for their own retirement.
Outside of her professional life, Angela enjoys spending time with her husband, Mark, playing piano and guitar, cycling, kayaking and gardening. She firmly believes that financial wellness and mental health are deeply interconnected, and she is dedicated to helping clients work towards achieving both.
About Me
Gracie Roberson is a Client Service Associate at Stifel, working alongside her father, Tim Roberson. Raised on Tim’s client-first philosophy, Gracie learned early that excellence isn’t optional and laziness has no place in wealth management. She watched her dad treat every client like family, taking time to understand their unique goals so he could help them pursue their goals with precision and care. That mindset became her own.
Gracie now brings that same dedication to high-net-worth clients, managing onboarding, portfolio organization, and operations with sharp attention to detail (and occasionally locating Tim’s reading glasses). Her role is more than administrative—it’s about keeping the team aligned and the clients empowered.
Before joining Stifel in 2025, Gracie was the only female broker in her Marcus & Millichap office, working with elite investors through strategic deal-making and market analysis. Her experience at AJ Capital Partners and her University of Tennessee degree helped sharpen her instincts for real estate and finance.
Clients appreciate Gracie for her clarity, warmth, and relentless drive. She strives to help simplify complex strategies and brings a bold personality to wealth planning, always focused on tailored solutions. Outside work, she’s passionate about fitness, fashion, Nashville, and spreadsheets—building a legacy of excellence, strong coffee, and meaningful relationships.