• "Lori and Joe have done an incredible job of taking care of my individual needs and also educating me about it along the way."

    Allison Brammell

    YOUR FAMILY CFO.

    We're not just bankers. We're financial managers your family can count on in so many convenient ways.

    MEET LORI

  • Your team THE PEOPLE WHO WILL SERVE YOU

    As a Horizon Wealth Advisory client, you will enjoy concierge financial service through an experienced, dedicated financial advisor. Your Private Wealth Advisor is a strong advocate for both your short-term needs and long-term future and is backed by our most innovative team of financial thinkers. To learn more about each team member, click on the images below.

    Lori Carver  

    Lori Carver, CERTIFIED FINANCIAL PLANNER
    Chartered Financial Consultant

    Vice President and Manager
    Horizon Wealth Advisory
    First Tennessee Bank

    Schedule an appointment  

    Lori has more than 24 years of experience in the financial services industry. In her current role, she is focused on offering sound financial guidance to her clients and helping them to make informed decisions at every stage of their lives. She holds Series 6, 7 and 63 securities licenses and is a licensed life insurance agent with the State of Tennessee. Lori is constantly involved in community work, including serving as board member of the W. O. Smith Nashville Community Music School and volunteering with the Leukemia and Lymphoma Society in Middle Tennessee.

    Contact Lori:
    615-734-6079  |  lmcarver@ftb.com

  • WHAT OUR CUSTOMERS ARE SAYING

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