Our Secret Sauce

We believe our secret sauce is in the deep and meaningful connections we form with our clients, which are rooted in trust, experience, and integrity. Our meetings with clients often feel more like financial wellness discussions, rather than cold and analytical reviews of stocks, bonds, and cash.

Meet Bill Peerman, CIMA®, CFP®, AIF®

Bill Peerman, CFP®, CIMA®, AIF®

Financial Advisor

As the owner of Peerman Capital Management, Bill reviews each client's investment history, analyzes needs and situations, and makes investment decisions. He helps clients articulate a financial objective, personal investment style, and risk tolerance. Then, based on his knowledge of the markets and the client’s short- and long-term goals, he helps the client use this information to establish an investment strategy. With more than 36 years of experience in financial consulting, he partnered with Commonwealth Financial Network® and started Peerman Capital Management in 2009.

Education

University of Virginia: Bachelor’s degree in religious studies
University of Virginia: MBA, Darden School of Business

Designations and Registrations

Certified Investment Management Analysts, CIMA®
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Investment Fiduciary®, AIF®
FINRA Series 24, 7, 63, and 65 securities registrations
Member of Investment Management Consultants Association
Licensed Life and Health
Investment Adviser Representative with Commonwealth Financial Network®

Bill is motivated by the idea of helping people. He, his brother, and a group of friends established Mobile Loaves & Fishes in Nashville in 2007 after hearing a radio interview from Austin, Texas, with the founder, Alan Graham. After a five-year relationship with Mobile Loaves & Fishes in Texas, they decided to establish their local nonprofit in Nashville. They named the organization The Nashville Food Project, and its mission remains the same: To provide increased access to healthy foods in homeless and working-poor communities across Davidson County. With more autonomy as a local entity, 100 percent of the money received stays in Nashville. It is truly a local nonprofit that uses local dollars and local volunteers to address local problems of hunger and poverty in the community.

Bill has been married to his wife, Lisa, for 34 years; they have a Labrador retriever, Midnight Sally. Bill and Lisa love all types of music and spend time at their beach place in Panama City Beach, Florida.

 
Our Team- Christina Downey, CFP<sup>®</sup>

Christina Downey, CFP®

Client Service Director

Christina has been with Peerman Capital Management, LLC since its inception in 2009, and has worked with Bill as his assistant for 22 years. In her role as Director of Client Services, Christina is committed to meeting the needs of each individual client and providing them with the very best level of service. 

A graduate of Vanderbilt University, Christina is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 63 registrations. She also holds a TN life and health insurance license and is a Notary Public. 

Christina is originally from South Bend, IN, but has lived in the greater Nashville area for 26 years. She enjoys spending time with friends and family, watching sports (Go Irish!), reading, playing piano, and playing cards. Christina and her husband Tracy live in Nolensville, TN with their two daughters, Kiera and Kyla.

 
Meet Sandy Ward

Sandy Ward

Administrative Assistant

Sandy has more than three decades of experience as an administrative assistant and bookkeeper. She joined the Peerman team in 2021 as administrative assistant to Bill Peerman, with whom she worked — and developed a simpatico relationship — in the early 1980s.

Sandy’s focus is on account services, including budget monitoring and analysis, and financial planning software. She brings experience in the financial services and investment businesses.

Sandy credits her late mother, Evelyn, for her can-do attitude and strong work ethic. She has been married to Bill Ward for 23 years and has a son, Fred, and granddaughter, Zuzu. She enjoys reading and watching mysteries, traveling to Europe, and cooking.