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  • Memphis: Biographies

  • Tim Ballard

    Timothy M. Ballard

    Vice President, Financial Advisor

    4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
    901-818-6322
    tmballard@FTBAdvisors.com

    EXPERIENCE

    • 21 years experience in the financial services industry
    • Currently focused on providing Financial Planning, Estate & Trust Planning, Investment Strategy, Asset Allocation, Wealth Preservation and Risk Management

    EDUCATION

    • BS, The University of Oklahoma
    • JD, The University of Oklahoma

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 3, 7, 8, 63, and 65
    • TN Life and Health Insurance Licenses

    COMMUNITY INVOLVEMENT

    • Active in Youth Soccer
    • Former President of Memphis Futbol Club & MidSouth Futbol Club

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    Justin Barden

    Justin Barden

    Senior Vice President, Regional Sales Director

    4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
    901-818-6268
    jcbarden@FTBAdvisors.com

    EXPERIENCE

    • 13 years experience in the financial services industry
    • Currently listening to First Tennessee clients' diverse financial needs and offering solutions through our abundant platform of resources

    EDUCATION

    • The University of Tennessee

    PROFESSIONAL AFFILIATIONS/LICENSES

    • FINRA Series 6, 7 and 63
    • Life, Health, and Variable Contracts Insurance Licenses

    COMMUNITY INVOLVEMENT

    • Member, Temple Israel
    • Chairman, Spirit of the Hill
    • Avid golfer

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    Dan Botto

    Dan Botto, CRC®

    Vice President, Senior Financial Advisor

    4990 Poplar Avenue, Memphis, TN 38117
    901-818-6166
    djbotto@FTBAdvisors.com

    EXPERIENCE

    • 19 years experience in the financial services industry
    • Currently focused on providing investment advice

    EDUCATION

    • Bachelor of Arts, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • General Securities Principal Series 24
    • Series 6, 7 and 63
    • Chartered Retirement Counselor

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    Grant Boucek

    Grant Boucek, AIFA®

    Vice President, Financial Advisor, Corporate Retirement Services

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2403
    gboucek@FTBAdvisors.com

    EXPERIENCE

    • 12 years experience in the financial services industry
    • Over 11 years of financial services and corporate retirement plan experience. Advised business owners, boards, and trustees on over 300 retirement plans. Experience includes a consultive approach to advising companies on their 401(k), profit sharing, and defined benefit plans. Worked with business owners on complicated plan design, fiduciary reviews, investment and fee analysis, participant education and ERSIA compliance.

    EDUCATION

    • Bachelor’s Degree in Business, The University of Mississippi

    PROFESSIONAL AFFILIATIONS/LICENSES

    • FINRA 7 and 66 Licenses
    • Accredited Investment Fiduciary Analyst (AIFA) designation from the Center for Fiduciary Studies.

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    Ben Buisson

    Ben Buisson

    Vice President, Financial Advisor

    7640 Poplar Avenue, Memphis, TN 38138
    901-759-7810
    bbuisson@FTBAdvisors.com

    EXPERIENCE

    • 7 years experience in the financial services industry
    • Currently focused on providing a comprehensive analysis of each client’s specific financial needs and develop a personal relationship to best understand and successfully meet every objective

    EDUCATION

    • Bachelor of Arts, Louisiana State University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Financial Industry Regulatory License 7, 63
    • Insurance licensed in areas of Life and Health

    COMMUNITY INVOLVEMENT

    • Member, Leadership of Germantown
    • Member of LSU Alumni Association and Tiger Athletic Foundation

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    Holley Cary

    Holley G. Cary, CFP®

    Vice President, Financial Planner

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2471
    hgcary@FTBAdvisors.com

    EXPERIENCE

    • 28 years experience in the financial services industry
    • Currently focused on providing financial planning services.

    EDUCATION

    • BS in Marketing and Management, Christian Brothers University
    • MBA with a concentration in Finance, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Series 7 and 63 licenses; insurance licensed
    • Financial Planning Association
    • Certified Personal Life Coach

    COMMUNITY INVOLVEMENT

    • Active in Life coaching strategies for women

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    Richard Coleman

    Richard D. Coleman

    Vice President, Senior Financial Advisor

    4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
    901-818-6028
    rdcoleman@FTBAdvisors.com

    EXPERIENCE

    • 34 years experience in the financial services industry

    EDUCATION

    • BBA, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 66

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    Melanie Compton

    Melanie Compton, CRC®

    Vice President, Senior Financial Advisor

    4990 Poplar Avenue, Memphis, TN 38117
    901-818-6160
    mccompton@FTBAdvisors.com

    EXPERIENCE

    • 27 years experience in the financial services industry
    • Currently focused on providing advice on accumulating wealth and retirement planning.

    EDUCATION

    • Bachelor of Arts, Rhodes College
    • MBA, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Securities, Series 7
    • Principals, Series 24
    • Options Principal, Series 4

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    Lisa Cook

    Lisa Cook

    Senior Vice President, Trust Officer

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2406
    lmcook@FTBAdvisors.com

    EXPERIENCE

    • 24 years experience in the financial services industry
    • 15 years specialized experience in Trust & Estate Planning
    • 12 years with First Tennessee

    EDUCATION

    • University of Mississippi, Bachelor's, Business Administration
    • Cannon and American Bankers Association National Trust Schools
    • University of Southern Indiana, Masters in Business Administration

    PROFESSIONAL AFFILIATIONS/LICENSES

    • NASD Series 7 and 63 securities licenses as well as life insurance licenses

    COMMUNITY INVOLVEMENT

    • Member, Estate Planning Council
    • Board Member, RISE Foundation
    • Previously served as President of the St. Mary's Episcopal School Alumnae Board and an ex-officio member of the St. Mary's Board of Trustees

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    Jon Craft

    Jon Craft

    Financial Advisor

    4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
    901-818-6324
    jcraft@FTBAdvisors.com

    EXPERIENCE

    • 2 years experience in the financial services industry
    • Currently focused on providing clients the best strategies for retirement accumulation, education expenses, and wealth transfer

    EDUCATION

    • BBA, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Licensed General Securities Representative

    COMMUNITY INVOLVEMENT

    • Member, University of Memphis Alumni Association
    • Stakeholder, Memphis Grizzlies

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    Joseph Crenshaw

    Joseph Crenshaw, CFP®, CRPS®

    Vice President, Senior Financial Advisor

    325 Oil Well Road, Jackson, TN 38305
    731-660-7223
    jccrenshaw@FTBAdvisors.com

    EXPERIENCE

    • 19 years experience in the financial services industry
    • Currently focused on providing Wealth Management, Investment Advice and Strategies, and Strategic Financial Planning

    EDUCATION

    • The University of Tennessee

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Retirement Plan Specialist®
    • Series 24, 7, 6, 65, and 63 licenses

    COMMUNITY INVOLVEMENT

    • Member, Jackson Chamber of Commerce
    • Board Member, University School of Jackson
    • Active in AOPA

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    Caprice Devereux

    Caprice O. Devereux, CFP®

    Senior Vice President, Trust Officer

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2405
    codevereux@FTBAdvisors.com

    EXPERIENCE

    • 29 years of financial services experience, assisting First Tennessee clients with their investment management and estate planning needs

    EDUCATION

    • Goucher College, Bachelor of Arts
    • University of Maryland, Masters of Business Administration

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional

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    Wayne Driggers

    W. Wayne Driggers

    Vice President, Financial Advisor

    325 Oil Well Rd, Jackson, TN 38305
    731-660-7223
    wwdriggers@FTBAdvisors.com

    EXPERIENCE

    • 8 years experience in the financial services industry
    • Currently focused on providing Investment and Wealth Strategies to families and businesses

    EDUCATION

    • Bachelor's Degree, Middle Tennessee State University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 66, 26
    • Life and Health Insurance

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    Doug Edwards

    Doug Edwards, CFP®

    Vice President, Financial Planner

    4385 Poplar Avenue, 2nd Floor, Memphis, TN 38117
    (work) 901-681-2501   (cell) 901-849-6540
    daedwards@FTBAdvisors.com

    EXPERIENCE

    • 5 1/2 years in the Financial Services/Planning industry with 8 months with First Tennessee
    • Prior to First Tennessee, I was involved with Northwestern Mutual as a Financial Advisor/Financial Planner

    EDUCATION

    • 1979 Graduate in Business from Michigan State University
    • 25 years in Management with Marriott International
    • Completed the Certified Financial Planner Course with Christian Brothers University in 2005 and successfully passed the CFP exam in November 2005

    PROFESSIONAL AFFILIATIONS

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Member of the Financial Planning Association of the Midsouth since 2005

    COMMUNITY INVOLVEMENT

    • Member of Hope Presbyterian Church
    • Site Coordinator for the VITA tax preparation site at the Bickford Community Center since 2005, preparing tax returns for low income citizens for free

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    Eric Fountain

    Eric Fountain, CFP®

    Vice President, Senior Financial Advisor

    3278 Kenney Drive, Germantown, TN 38139
    901-681-2390
    ecfountain@FTBAdvisors.com

    EXPERIENCE

    • I have worked for 14 years in financial services with a broad background, including financial planning and insurance

    EDUCATION

    • Completed U.S. Navy Supply Corps School
    • The University of Memphis, Masters of Business Administration, Finance
    • Completed education component for CFP® at Duke University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Series 7, 24, 65, 66
    • Life and Health Insurance licensed

    COMMUNITY INVOLVEMENT

    • Active supporter of the Boy Scouts of America

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    Mike Fredi

    Mike Fredi

    Vice President, Financial Advisor

    4990 Poplar Avenue, Memphis, TN 38117
    901-818-6027
    mjfredi@FTBAdvisors.com

    EXPERIENCE

    • 19 years experience in the financial services industry
    • Focused on providing Wealth Management, Wealth Accumulation, Wealth Preservation, Wealth Transfer, Estate Planning and Risk Management

    EDUCATION

    • B.A., The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 7, 31, 63, 65
    • Registered Investment Advisor

    COMMUNITY INVOLVEMENT

    • Chairman, Board of Directors, Highland Hundred
    • Tiger Scholarship Fund
    • The University of Memphis Alumni Association
    • Volunteer, Mayor’s Thanksgiving Lunch for the Homeless, since 1998

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    Deborah Freeman

    Deborah Freeman, CRC®

    Vice President, Senior Financial Advisor

    1338 Union Avenue, Memphis, TN 38104
    901-272-5304
    dafreeman@FTBAdvisors.com

    EXPERIENCE

    • 19 years experience in the financial services industry

    EDUCATION

    • Bachelor's degree in Finance, The University of Memphis
    • MBA, Christian Brothers University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 31, 63 and insurance licenses
    • Chartered Retirement Counselor

    COMMUNITY INVOLVEMENT

    • Former chairperson for the City of Germantown, City Beautification Commission, Holiday Decorations Committee
    • Volunteered as an English as a Second Language (ESL) instructor locally and in Phnom Penh, Cambodia

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    Rosalyn Gray

    Rosalyn Gray

    Vice President, Senior Financial Advisor

    7640 Poplar Avenue, Germantown, TN 38138
    901-337-7414
    rgray@FTBAdvisors.com

    EXPERIENCE

    • 35 years experience in the financial services industry
    • Currently focused on providing 401(k)/pension rollovers, tax minimization, estate planning, annuities, bonds, mutual funds, managed accounts, 529 plans and stocks

    EDUCATION

    • The University of Memphis
    • American Institute of Banking
    • Mid-South School of Banking

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 52, and 63
    • Long-Term Care, Life, Accident & Health, Property & Casualty, and Disability Insurance Licenses Held
    • Prudential Annuities Master’s Council, Hartford Life’s President’s Club, Nationwide Circle of Excellence, Hartford Life’s Admiral’s Club

    COMMUNITY INVOLVEMENT

    • Member, Hope Presbyterian Church
    • Served on Memphis Housing Authority Board, Girl’s INC Board
    • Volunteered with and funded past expansion of National Civil Rights Museum
    • Supporter of Big Brothers Big Sisters, Girl’s Inc, LeBonheur Health Care and Church Health Center

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    Chris Hicks

    Chris M. Hicks, CRC®

    Vice President, Senior Financial Advisor

    1182 West Poplar Avenue, Collierville, TN 38017
    901-853-5691
    cmhicks@FTBAdvisors.com

    EXPERIENCE

    • 26 years experience in the financial services industry

    EDUCATION

    • Freed-Hardeman University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 7, 24, and 63
    • Certified Retirement Counselor
    • Registered Investment Officer

    COMMUNITY INVOLVEMENT

    • Member, Germantown Church of Christ
    • Member, Collierville Chamber of Commerce
    • Active leader in Boy Scouts and other various community organizations

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    Karen Hutcherson

    Karen A. Hutcherson, CFP®

    Vice President, Financial Planner

    325 Oil Well Road, Jackson, TN 38305
    731-660-7208
    kahutcherson@FTBAdvisors.com

    EXPERIENCE

    • 34 years experience in the financial services industry
    • Currently focused on providing comprehensive personal financial planning

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • NASD Series 6 and 63 Securities Licenses
    • TN Life and Health Insurance Licenses

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    Martin Jones

    Martin Jones, CRC®

    Vice President, Financial Advisor

    1845 Kirby Parkway, Germantown, TN 38138
    901-759-1060
    martinjones@FTBAdvisors.com

    EXPERIENCE

    • 27 years of experience in financial services industry
    • Currently focused on providing asset management, retirement income planning, and estate transfer guidance

    EDUCATION

    • Bachelor of Science, Business Administration (Marketing), The University of Tennessee, Knoxville

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Retirement Counselor®
    • Series 7, 63, 65
    • Life, Health, Variable Annuity, Long Term Care Insurance licenses

    COMMUNITY INVOLVEMENT

    • Member, Grace Evangelical Church
    • Board Member, Neighborhood Christian Centers, Inc.
    • Volunteer, Troop Committee Member, Boy Scouts of America
    • Volunteer, Germantown High School Band Booster
    • Volunteer, Photography and Video work for various non-profit organizations

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    Don Krag

    Don Krag, CRC®

    Vice President, Financial Advisor

    4990 Poplar Avenue 3rd Floor, Memphis, TN 38117
    901-483-0851
    wdkrag@FTBAdvisors.com

    EXPERIENCE

    • 30 years of experience in financial services industry
    • Currently focused on providing investment solutions for specific financial needs such as retirement planning, retirement income, estate planning, and college funding

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7
    • Certified Retirement Counselor

    COMMUNITY INVOLVEMENT

    • Active in Hope Church

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    Jan Logan

    Jan Logan, CRC®

    Vice President, Financial Advisor

    8000 Trinity Road, Cordova, TN 38018
    901-753-1876
    jjlogan@FTBAdvisors.com

    EXPERIENCE

    • 22 years of experience in financial services industry

    EDUCATION

    • BBA in Marketing Management, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Retirement Counselor®
    • Series 7, 63, 24
    • Life and Health Insurance licensed

    COMMUNITY INVOLVEMENT

    • Active volunteer in Parent/teacher activities at Briarcrest Christian School

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    David Lookadoo

    David Lookadoo, CRPC®

    Vice President, Financial Advisor

    4990 Poplar Avenue 3rd Floor, Memphis, TN 38117
    901-326-6571
    dalookadoo@FTBAdvisors.com

    EXPERIENCE

    • 11 years of experience in financial services industry
    • Currently focused on providing retirement income planning and asset management

    EDUCATION

    • Accounting University of Arkansas at Little Rock

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 26, 66
    • CRPC®

    COMMUNITY INVOLVEMENT

    • Board Member, Page Robbins Adult Day Care Center

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    Dean MaKinster

    Dean MaKinster, CFP®

    Vice President, Financial Advisor

    369 South Byhalia Road, Collierville, TN 38017
    901-286-6967
    ddmakinster@FTBAdvisors.com

    EXPERIENCE

    • 15 years of experience in financial services industry
    • Currently focused on providing retirement planning to prepare individuals and business owners for retirement. Provide tax deferred and tax free planning. Helping individuals and families with estate planning and estate settlements. Investment education to analyze risk and performance of investment portfolios.

    EDUCATION

    • Bachelor's Degree, University of Mississippi

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, 65
    • State Life and Health Insurance

    COMMUNITY INVOLVEMENT

    • Active member in the Collierville Chamber
    • Ambassador for the Collierville Chamber
    • Collierville Toastmaster's Club

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    Steve McManus

    Stephen McManus

    Vice President, Senior Investment Officer

    4990 Poplar Avenue, Memphis, TN 38117
    901-818-6192
    smcmanus@FTBAdvisors.com

    EXPERIENCE

    • 30 years of experience as a registered investment advisor

    EDUCATION

    • Bachelor of Arts, the College of the Holy Cross

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 8

    COMMUNITY INVOLVEMENT

    • Current State Representative, District 96

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    Jeremy Mikkelson

    Jeremy Mikkelsen, CRC®

    Vice President, Financial Advisor

    325 Oil Well Rd, Jackson, TN 38305
    731-660-7223
    jmikkelsen@FTBAdvisors.com

    EXPERIENCE

    • 9 years experience in the financial services industry
    • Currently focused on providing investment advice, retirement income planning and transferring wealth to the next generation

    EDUCATION

    • Union University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Certified Retirement Counselor®
    • Series 6, 7, 63, 65 Licenses
    • Life & Health Insurance Licenses

    COMMUNITY INVOLVEMENT

    • Member of Love and Truth Church

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    Terry Morgan

    Terry Morgan, CRC®

    Vice President, Financial Advisor

    4655 Poplar Avenue, Memphis, TN 38117
    901-761-5394
    tkmorgan@FTBAdvisors.com

    EXPERIENCE

    • 10 years experience in the financial services industry
    • Currently focused on providing my clients with sound advice and products to help them meet their financial goals.

    EDUCATION

    • Southwest College
    • The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 63, 65
    • Certified Retirement Counselor®

    COMMUNITY INVOLVEMENT

    • Member, Christ the King Catholic Church
    • Active in St. Jude's Hospital

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    Tim Morgan

    Tim Morgan, CFP®, CRC®

    Vice President, Senior Financial Advisor

    7640 Poplar Avenue, Memphis, TN 38117
    901-759-7853
    wtmorgan@FTBAdvisors.com

    EXPERIENCE

    • 30 years experience in the financial services industry
    • Currently focused on providing investment advice in the Memphis/Germantown area

    EDUCATION

    • The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Certified Retirement Counselor®
    • Series 7, 23, 52, 63
    • Registered Investment Advisor

    COMMUNITY INVOLVEMENT

    • Active in church and various community organizations

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    Ben Nichol

    Benjamin D. Nichol

    Vice President, Financial Advisor

    165 Madison Avenue, Memphis, TN 38103
    901-523-4507
    bdnichol@FTBAdvisors.com

    EXPERIENCE

    • 7 years experience in financial services industry
    • Currently focused on developing and executing efficient investment plans to fit specific client needs

    EDUCATION

    • The University of Tennessee, Knoxville
    • The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 66
    • Life and Health Insurance licenses

    COMMUNITY INVOLVEMENT

    • Volunteer, Big Brothers Big Sisters of Memphis

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    Cyrus Purnell

    Cyrus Purnell, CFP®

    Vice President, Wealth Advisor

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2491
    ccpurnell@FTBAdvisors.com

    EXPERIENCE

    • 13 years experience in the financial services industry
    • Currently focused on providing objective fee based financial planning to affluent families

    EDUCATION

    • BBS in Finance, The University of Tennessee at Knoxville
    • MBA, Christian Brothers University

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Series 7 and Life Insurance Licensed

    COMMUNITY INVOLVEMENT

    • Volunteer, TN Achieves
    • Regularly speaks to community organizations about the importance of planning
    • Actively serves at the Life Church of Memphis

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    Dale Rainwater

    Dale Rainwater, CFP®

    Senior Vice President, Financial Advisor

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2509
    dorainwater@FTBAdvisors.com

    EXPERIENCE

    • 30 years experience in the financial services industry
    • Currently focused on providing managed portfolios

    EDUCATION

    • Bachelor of Arts, Saginaw Valley State University, 1975
    • MBA, Indiana University, 1982
    • MS, College for Financial Planning, 2005

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Series 7, Series 66
    • Life, Accident & Health, Variable Contracts

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    Todd Ruston

    Todd D. Ruston

    Vice President, Financial Advisor

    6891 Summer Ave, Bartlett, TN 38133
    901-387-3819
    tdruston@FTBAdvisors.com

    EXPERIENCE

    • 17 years experience in the financial services industry
    • Currently focused on providing investment advice, insurance planning, estate planning, and wealth transfer solutions

    EDUCATION

    • Bachelor's Degree, International Business, The University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 6, 7, 63, 65 Licensed
    • Life and Health Insurance Licensed in TN, MS, and AR

    COMMUNITY INVOLVEMENT

    • Board Member and Treasurer, Bartlett Education Foundation
    • Volunteer, Agape Child and Family Services
    • Active in Bartlett Woods Church of Christ

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    Michael Sciara

    Michael Sciara

    Vice President, Financial Advisor

    4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
    901-818-6325
    msciara@FTBAdvisors.com

    EXPERIENCE

    • 25 years experience in the financial services industry

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7, 24, 26, 53, and 66 licenses
    • Insurance licensed

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    James Stubbs

    James Stubbs

    Vice President, Financial Advisor

    4385 Poplar Avenue, Memphis, TN 38117
    901-681-2454
    jbstubbs@FTBAdvisors.com

    EXPERIENCE

    • Over 40 years in financial services

    EDUCATION

    • St. Louis University, B.S., Commerce
    • St. Louis University, M.S., Commerce

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Former faculty member, Southwest Graduate School of Banking at Southern Methodist University (1985-91)

    COMMUNITY INVOLVEMENT

    • Active member of Our Lady of Perpetual Help Catholic Church

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    Linda Veasey

    Linda Veasey

    Vice President, Financial Advisor

    4180 Elvis Presley Blvd., Memphis, TN 38116
    901-346-5749
    laveasey@FTBAdvisors.com

    EXPERIENCE

    • 26 years of experience in financial services
    • Currently focused on providing investment and life insurance products

    EDUCATION

    • Bachelor's degree, University of Memphis

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Health Insurance licensed to sell Long Term Care Insurance
    • Series 6, 7, & 63

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    Lee Webb

    Lee Webb

    Vice President, Financial Advisor

    3212 Goodman Road, Southaven, MS 38671
    901-463-3674
    lwebb@FTBAdvisors.com

    EXPERIENCE

    • 20 years of experience in financial services

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Series 7

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    Tom Wong

    Tom Wong

    Financial Advisor

    4990 Poplar Ave 3rd Floor, Memphis, TN 38117
    901-818-6002
    twong@FTBAdvisors.com

    EXPERIENCE

    • 15 years of experience that includes corporate finance, accounting and wealth management
    • Currently focused on providing investment and retirement services, financial solutions for businesses, advice and planning, estate planning, insurance, college savings, philanthropic strategies and progress monitoring and reviews

    EDUCATION

    • BBA, The University of Mississippi

    PROFESSIONAL AFFILIATIONS/LICENSES

    • FINRA Series 7, 66
    • Life, Health, Accident, Long-Term Care, Mortgage-Licensed

    COMMUNITY INVOLVEMENT

    • New Memphis Institute
    • Board Member, Boys & Girls Clubs of Greater Memphis
    • Volunteer, HOPE worldwide-Memphis Chapter
    • Active in The University of Mississippi Alumni Association, Rebel Club of Memphis, Greater Memphis United Chinese Association

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