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Lori Carver - Financial Planner - Nashville, TN

Lori Carver

Senior Vice President, Financial Planner, Music, Sports and Entertainment

Experience

  • Working in the financial services industry since 1987
  • Currently focused on providing Family CFO, multi-family office, and financial planning services

Education

  • University of Memphis
  • Lipscomb University, Certificate in Leadership through Cable Leadership Academy, a partnership of Nashville Cable and Lipscomb University
  • Metropolitan State College of Denver, Certificate in Personal Financial Planning and Financial Planning Services

Professional Affiliations

  • FINRA Series 7, 66 (BrokerCheck)
  • Life, Accident and Health, Variable Contract, and Credit Products Licenses
  • CERTIFIED FINANCIAL PLANNERTM professional (CFP®)
  • Chartered Financial Consultant® (ChFC®)

Registered representative and agent, First Horizon Advisors, Inc., agent, First Horizon Insurance Services, Inc.

Community Involvement

  • Board Member, Nashville Shakespeare Festival
  • Board Member, W.O. Smith Nashville Community Music School
  • Volunteer, Leukemia & Lymphoma Society