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Lisa Humphres - Private Client Banker - Franklin, TN

Lisa Humphres

Vice President, Private Client Relationship Manager

Experience

  • Working in the financial services industry since 2017
  • Currently focused on providing a high touchpoint for high-net-worth clients
  • Provides a streamlined approach to all facets of banking by acting as a single point of contact
  • Delivers a professional, strategic approach, unique to each client, regardless of their complex financial needs
  • Experienced with compound portfolios, including trust and retirement planning, various investment strategies, commercial and consumer lending, as well as basic banking product offerings

Education

  • Jackson Community College
  • Sinclair Community College
  • Vale Technical Institute

Professional Affiliations/Licenses

  • FINRA Series 6, 7, 63 BrokerCheck
  • State of Tennessee – Life Insurance
  • Nationwide Mortgage Licensing System & Registry (NMLS) #2161522
Registered representative and agent, First Horizon Advisors, Inc.

Community Involvement

  • Member, Bradley County Chamber of Commerce
  • Member, Main Street Cleveland, TN
  • Volunteer, United Way of Bradley County
  • Volunteer, Junior Achievement of the Ocoee Region
  • Volunteer, Habitat for Humanity
  • Volunteer, SPCA of Bradley County