We're not just bankers. We're financial managers your family can count on in so many convenient ways.
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.
Vice President and Manager Horizon Wealth Advisory First Tennessee Bank
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 | email@example.com
Senior Vice President & Manager Private Client Services
Rita has 31 years of financial services experience, including seven years of experience with First Tennessee Bank. She is a licensed insurance agent in the areas of life, health and property and casualty and holds Series 6, 7, 24, 63 and 66 securities registrations through the Financial Industry Regulatory Authority. Rita is active in the community, including serving on the boards of the YWCA, CABLE, and the Women's Fund, as well as other local organizations. She earned a Bachelor of Science degree from the University of Tennessee at Knoxville.
Contact Rita: 615-734-6171 | firstname.lastname@example.org
Vice President Investment Officer First Tennessee Brokerage, Inc.
Joe has been working with First Tennessee in Private Wealth and Wealth Management for the past 10 years with an expertise in serving clients with unique professions and non-traditional income sources. He is a 2001 graduate of Belmont University and holds Series 7 and 66 licenses, as well as life and health insurance licenses. Joe is also a CERTIFIED RETIREMENT COUNSELOR® and CERTIFIED FINANCIAL PLANNERTM. Away from the office, he is an active member of West End Community Church and a volunteer for the ALS Association of Middle Tennessee.
Contact Joe: 615-734-6080 | email@example.com
Horizon Wealth Advisory First Tennessee Bank
Kristen's expertise is in helping clients implement their financial plan and build wealth while enjoying life. Kristen is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds Series 7 and 66 securities licenses and is a licensed life and health insurance agent with the State of Tennessee. In her community, Kristen is a member of Nashville CABLE, Nashville Area Junior Chamber of Commerce and a board member of the Nashville Chapter of the Financial Planning Association. She is an alumna of Murray State University and proud St. Louis Cardinals fan.
Contact Kristen: 615-734-6041 | firstname.lastname@example.org
Kim started her career in financial services 23 years ago and has spent the last 17 years with First Tennessee. She holds insurance licenses in life, and accident and health with the State of Tennessee, and Series 6 and 63 securities registrations with the Financial Industry Regulatory Authority. Kim is active in her church's children's ministry and regularly volunteers at her daughter's school, Nashville Christian.
Contact Kim: 615-734-6320 | email@example.com
Vice President Relationship Manager Private Client Services
Jarrod joined First Tennessee in 2005 and holds professional licenses including a Series 7 and a Series 66. He is also currently working toward a CFP® designation. Jarrod is a graduate of the University of Kentucky with a degree in Finance and serves on the board of the Rutherford Interfaith Dental Clinic as well as the Business Education Partnership in Rutherford County.
Contact Jarrod: 615-734-6029 | firstname.lastname@example.org
©2014 First Tennessee Bank National Association. Member FDIC. www.firsttennessee.com.