WEALTH MANAGEMENT
Our wealth management team delivers insight-driven solutions to simplify your financial life and support long-term confidence.
*Provided by First Horizon Advisors through LPL Financial.
First Horizon Wealth Management is the marketing name for wealth-related services available to First Horizon clients. Trust services, including investment management services, provided by First Horizon Bank.
“First Horizon Advisors” is a brand name used by certain employees of First Horizon Bank who provide securities, advisory, financial planning, and insurance products and services offered through LPL Financial (LPL) and/or its licensed affiliates. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Horizon Bank and First Horizon Advisors are not registered as broker-dealers or investment advisors. Registered representatives of LPL offer products and services using First Horizon Advisors and may also be employees of First Horizon Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Horizon Bank or First Horizon Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
First Horizon Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Whether you’re planning for retirement, growing your portfolio or navigating estate planning, our financial professionals are with you every step of the way. We lead with a client-first approach because your interests always come first. And you'll never feel like a number. What sets us apart is the accessibility and attentiveness of our teams, our local expertise and the strength and dependability that comes from more than 160 years of commitment to our clients.
No matter where you are on your financial journey, our wealth management teams bring experience, personal insight, and client-focused mindset to every relationship.
Seeking customized financial planning, insurance*, investment* and estate planning strategies.
We're driven by a passion to help the clients and communities we serve unlock their full potential with capital and counsel.
Banking products and services provided by First Horizon Bank. Member FDIC. Equal Housing Lender. NMLS #472329.
