SVP/Director of PCG
7301 Forest Avenue, Suite 102, Richmond, VA, 23226(work) 804-285-6604 (cell) firstname.lastname@example.org
I have been in the private banking/wealth management industry for sixteen years and in banking for a total of twenty-one years. I joined First Tennessee in July of 2010.
I have a B.A. in Macro Economics and U.S. History from Hampden-Sydney College, and I have done post-graduate work in commercial banking at UNC-Chapel Hill.
I hold FINRA licenses as a General Securities Representative, a Registered Agent and Investment Advisor, and am licensed in the Commonwealth of Virginia as a Life and Health Insurance Agent.
I am the current President of the Richmond chapter of the Hampden-Sydney College alumni association; I am a board member for youth programs at St. Stephen's Episcopal Church in Richmond; I am a volunteer coach for the Tuckahoe YMCA youth program.
I work with qualified private clients and their closely held businesses in the role of a personal CFO. It is my job to advise, coach, and lead clients through an every increasingly complex financial world.
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.