• About Us header

Our Team

We offer wealth teams in every major region of Tennessee and one serving the Mid-Atlantic states. These teams are comprised of licensed professionals specializing in a range of different disciplines, including financial planning, insurance, investment services, and trust and estate planning.

Our team members are available to work with you individually or, if you prefer a more comprehensive approach to your portfolio, they can work cooperatively – blending the appropriate areas of expertise to create efficiencies in wealth planning.

To find a financial advisor or team near you, simply choose a region below.

Charleston
Chattanooga
Cleveland
Greeneville
Jacksonville
Knoxville
Maryville
Middle Tennessee
Morristown
Northeast Tennessee
West TN/Memphis/North MS
Raleigh
Richmond
Winston-Salem

  • Get a second opinion on your portfolio

    Enter your information and click SUBMIT to have a Financial Advisor contact you.

First Name:
Last Name:
Email:
Phone:
Zip:
  •  

Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc., and FHIS may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.