• RM Masthead Bio
  • Lori Carver

    Lori Carver, CFP®

    Private Wealth Advisor, Medical Private Banking

    60 Music Square East, Suite 390, Nashville, TN 37203
    615-734-6083
    lmcarver@ftb.com

    EXPERIENCE

    • 24 years of financial services experience, all serving First Tennessee

    EDUCATION

    • Attended University of Memphis
    • Certificate in Personal Financial Planning, Metropolitan State College of Denver

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CFP® designation
    • Member, Financial Planning Association
    • Series 6, 7, and 63 Securities Licenses
    • Life Insurance License

    COMMUNITY INVOLVEMENT

    • Board Member, W. O. Smith Nashville Community Music School
    • Volunteer, Leukemia and Lymphoma Society, Middle Tennessee Chapter
    • Committee Member, Generosity – a local non-profit organization

    PERSONAL STATEMENT

    "I work hard to earn the trust of my clients and to build lasting relationships. This allows me to be proactive with advice that is tailored to each family or individual, and to help them make informed decisions about their financial affairs. My goal is to ensure the best financial health possible for each of my clients."