Vice President, Senior Planner, Medical Private Banking
231 Public Square, Suite 301, Nashville, TN email@example.com
"My goal is to develop a short and long term plan and make sure my clients stick to the plan. Short term planning may include paying off debt, establishing an adequate emergency fund and monitoring cash flow. Long term planning may include retirement accumulation and distribution, estate planning and tax planning. First Tennessee's philosophy uses a team approach that allows me to develop the plan. After the plan is complete, the client has the option to implement with my internal partners in the areas of investments and insurance."
Investments: Not a Deposit | Not Guaranteed by the Bank or its Affiiliates | Not FDIC Insured
Not Insured By Any Federal Governemnt Agency | May Go Down In Value Investment management services are available through FTB Advisors, Inc., a wholly owned subsidiary of First Tennessee Bank National Association.
©2014 First Tennessee Bank National Association. Member FDIC.