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WEALTH MANAGEMENT

Strategic guidance to help you build a strong financial future.

Our wealth management team delivers insight-driven solutions to simplify your financial life and support long-term confidence.

Smart wealth management – built around you

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.

Wealth Management Services

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Financial Planning

At First Horizon Bank, our financial planning services are designed to align with your unique life stage, priorities and future vision. We take a holistic approach that integrates every aspect of your financial life. And with digital tools and professional guidance, you’ll have a clear plan – and the confidence to follow it.

Couple vacation on boat. Couple vacation on boat.

Investment Services*

When it comes to investing, there is no shortage of options. Together, we’ll develop an investment plan based on where you are now, and where you’d like to be. With professional asset allocation, ongoing monitoring and access to market insights, our First Horizon Advisors team helps as you aim to stay on track during market cycles.

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Private Banking

Receive the personal attention your finances deserve and the convenient tools you need through Private Client Services at First Horizon Bank. With a dedicated relationship manager, you gain access to customized lending, tailored deposit accounts and a seamless connection to financial specialists.

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Insurance*

Whether you’re considering life insurance or want to protect your family’s financial stability in the face of an illness or unexpected event, we're here to help. First Horizon Advisors takes a comprehensive approach – with a goal of leaving no stone unturned to help you protect what matters most – you and your family.

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Trust and Estate Planning

At First Horizon Bank, our trust services are designed to give you peace of mind – today and for generations to come. From estate planning and caring for loved ones to managing complex family assets, our experienced team helps ensure your wishes are carried out with care and precision.

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Corporate Retirement Plan Services*

We assist in designing and managing retirement plans that aim to support long-term growth and help you attract and retain top talent. At First Horizon Advisors, our team of Retirement Planning Specialists provides strategic guidance for plan sponsors and equip employees with the tools they need to retire confidently.

Who We Serve

We work closely with:

  • Individuals and Families – Seeking customized financial planning, insurance*, investment* and estate planning strategies
  • Executives and Professionals – Balancing complex compensation packages and retirement goals
  • Business Owners and Entrepreneurs – Looking for alignment with personal and business financial goals to seek to maximize overall wealth
  • Retirees and Pre-Retirees – Protecting assets and creating income strategies for long-term security
  • Multi-Generational Families – Planning for intergenerational wealth transfer and charitable giving
No matter where you are on your financial journey, our wealth management teams bring experience, personal insight, and client-focused mindset to every relationship.

* 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. Banking products and services provided by First Horizon Bank. Financial planning and trust services, including investment management services, provided by First Horizon Bank.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

“First Horizon Advisors” is a brand name used by certain employees of First Horizon Bank who provide securities, advisory, 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 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.

First Horizon Bank