• RM Masthead Bio
  • Brian Kuefler

    Brian Kuefler, CFP®, ChFC®, CLU

    Vice President, Senior Planner, Medical Private Banking

    231 Public Square, Suite 301, Nashville, TN 37064
    615-790-5287
    bskuefler@ftb.com

    EXPERIENCE

    • 21 years of banking experience serving a client list that includes many physicians and medical professionals

    EDUCATION

    • Florida State University, B.S.

    PROFESSIONAL AFFILIATIONS/LICENSES

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Chartered Life Underwriter
    • Chartered Financial Consultant
    • Current member, Financial Planning Association (FPA)
    • Former board member, FPA for Middle Tennessee

    COMMUNITY INVOLVEMENT

    • Volunteer coach, youth sports

    PERSONAL STATEMENT

    "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."