VP, Private Banking
28 Bridgeside Blvd Suite 100, Mount Pleasant, SC, 29464(work) firstname.lastname@example.org
Shelly comes to First Tennessee with over 20 years of financial experience in retail, commercial and private banking. Most recently she was a Private Client Relationship Manager with TD Bank managing the personal and business requests of her high net worth clients. She has a large client base within in the medical community in Charleston and has been servicing medical professionals for over 6 years. She takes a holistic approach at managing the needs of her clients, while providing them with personalized service in order to meet their individual financial plans. Prior to TD Bank she worked at Wachovia and South Trust Bank managing multiple financial centers, while coaching training and developing over 90 employees.
"As a private banking relationship manager, I have the privilege of working with my clients on a personal level, allowing me to create a more holistic approach to their financial needs and future planning. I am able to customize services and solutions that are the best fit for each client or their practice. It allows me to build long term meaningful relationships that can span over several family generations. I take pride in being their personal banker and advisor and enjoy providing them with professional personalized service."
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.
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