Private Banking
Jo Breaux
Private Client Relationship Manager
Location: Lafayette, LA
Phone: 337-521-4935
Private Banking
Private Client Relationship Manager
Location: Lafayette, LA
Phone: 337-521-4935
+ To qualify for Private Client, clients must have a combination of $1,000,000 in income and investable assets and maintain a combined average daily balance of $100,000 in consumer deposit balances with First Horizon or $500,000 in investment accounts at First Horizon Advisors.
^ 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.
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