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TOP 30 Tennessee bank investment services in Nashville, TN
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Valinda Burks - State Farm Insurance Agent
Valinda Burks - State Farm Insurance Agent is an insurance agency located at 2012 8th Avenue South in Nashville, Tennessee, United States. Conveniently situated one block from Zanies Comedy Club Nashville, across from Shell on 8th Ave S, this agency offers a range of services to help you protect yourself and your assets. Whether you're looking for information on the dangers of drunk driving, tips on student loan consolidation, or guidance on how renters insurance works, Valinda Burks and her team are here to help. They can also assist you with filing a claim and provide valuable advice on managing your finances.
Craig McElhaney - State Farm Insurance Agent
Craig McElhaney - State Farm Insurance Agent is a reputable insurance agency located at 718 Thompson Lane in Nashville, Tennessee, United States. Situated across from the 100 Oaks Shopping Mall-Berry Hill Square Shopping Center, Craig McElhaney offers a variety of insurance services to the Nashville area since 1988. As a second-generation State Farm agent, Craig is dedicated to providing quality service to his clients. Whether you are considering a professional home inspection before purchasing a new house, seeking tips for safe rural road driving, or looking into a 529 education savings plan, Craig McElhaney is here to help. With a focus on protecting your assets and providing peace of mind, Craig is committed to serving his community.
Cornerstone Financial Credit Union
Cornerstone Financial Credit Union is a trusted financial institution located at 1701 21st Avenue South in Nashville, Tennessee. As a member-owned cooperative, we provide a wide range of financial products and services to help our members achieve their financial goals. From savings and checking accounts to loans and investment options, our experienced team is dedicated to providing personalized solutions and exceptional customer service. Join us at Cornerstone Financial Credit Union and experience the benefits of banking with a local, community-focused institution.
Truist
Truist is a financial institution located at 1605 21st Avenue South in Nashville, Tennessee, United States. As an ATM, bank, finance, and insurance agency, Truist offers a range of services to meet your financial needs. You can check if you're pre-qualified for a Truist credit card or find the right loan by sharing your requirements with us. Truist Bank, Member FDIC, provides banking products and services, while trust and investment management services are offered by Truist Bank and Truist Delaware Trust Company. Securities, brokerage accounts, and insurance options are available through Truist Investment Services, Inc., P.J. Robb Variable, LLC, and other affiliates. Mortgage products and services are also offered by Truist Bank, with professionals registered on the NMLS. Truist does not provide tax or legal advice, so it's recommended to consult your professional advisor before making decisions. Truist Advisors from Truist Investment Services, Inc. and Truist Advisory Services, Inc. offer specialized services for wealth management, family legacy planning, business owners, sports and entertainment professionals, and more. Customers should be able to speak and understand English, as most communications will be in English. Limited English Proficiency resources, including translation services, are available for those who need assistance. Visit Truist in Nashville for all your financial needs.
Banc Card of America
Banc Card of America is a leading financial institution located at 7347 Charlotte Pike in Nashville, Tennessee. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized and reliable banking solutions to help you achieve your financial goals. Whether you are looking for a checking account, savings account, loans, or investment options, Banc Card of America is here to help. Visit us today to experience the difference of banking with us.
Truist
Truist is a comprehensive financial institution located at 202 Gallatin Pike South in Nashville, Tennessee, United States. Offering a range of services including banking, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products, Truist is dedicated to helping individuals and businesses achieve their financial goals. Customers can also explore pre-qualified credit card options and find the right loan for their needs. With a team of experienced professionals and a commitment to transparency and customer service, Truist is a trusted partner for all financial needs. Additionally, Truist offers resources for consumers with Limited English Proficiency, including translation services and language access support. Visit Truist today to discover how they can help you secure your financial future.
Truist
Truist is a financial institution located at 7121 Highway 70 South in Nashville, Tennessee, United States. At Truist, you can explore various financial services such as banking products, loans, deposit accounts, trust and investment management services, securities, brokerage accounts, insurance, and mortgage products. Whether you're looking for a credit card, a loan, or investment advice, Truist has a team of professionals ready to assist you. Truist offers resources for consumers with Limited English Proficiency, including translation and language access services. Visit Truist today to see how they can help you achieve your financial goals.
Pinnacle Financial Partners
Pinnacle Financial Partners is a renowned financial institution located at 3823 Cleghorn Avenue in Nashville, Tennessee, United States. As a full-service bank, Pinnacle offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing exceptional customer service and innovative financial solutions, Pinnacle Financial Partners is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit their branch or ATM location today to experience the pinnacle of financial services.
United Community
United Community is a trusted financial institution located at 1204 Nashville Pike in Gallatin, Tennessee. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to serving the local community, United Community is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today to experience the difference of banking with United Community.
The Cap IV Group - Morgan Stanley
The Cap IV Group - Morgan Stanley is a finance institution located at 3102 West End Avenue in Nashville, Tennessee, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, The Cap IV Group - Morgan Stanley provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, this institution is dedicated to providing top-notch services and expert guidance.
Merrill Lynch Financial Advisor Joshua M Wood
Merrill Lynch Financial Advisor Joshua M Wood is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. They offer investment insights from Merrill and banking solutions from Bank of America. Their team of specialists can assist in exploring financial possibilities in today's changing markets. With a focus on personalized wealth management strategies, they aim to help clients pursue their financial goals while managing investment risk. By understanding each client's unique situation and priorities, they provide tailored solutions to help achieve their goals. They believe in building strong client relationships based on trust and personalized service. Their mission is to understand each client's needs and help them navigate the complexities of their financial life. With a dedicated one-on-one relationship, clients can receive personalized investment strategies and comprehensive financial solutions. Merrill Lynch Financial Advisor Joshua M Wood is registered to do business in multiple states and offers a range of services including investment advisory and financial planning. They emphasize the importance of understanding each client's individual objectives and needs before making any financial decisions.
Merrill Lynch Financial Advisor Mat Tyndal
Merrill Lynch Financial Advisor Mat Tyndal, located at 222 2nd Avenue South in Nashville, Tennessee, offers simple, effective, and customized financial strategies for families and institutions. Their mission is to align personal, financial, and business goals for their clients. The team at Merrill Lynch has designed an interactive planning process that evolves with their clients' needs and goals. They work closely with families to manage life's challenges and engage the younger generation in financial decision-making. By utilizing the Investment Personality Assessment, they can customize financial approaches to help clients pursue their goals. The team is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and the banking solutions of Bank of America, they provide comprehensive wealth management strategies. The advisors at Merrill Lynch put their clients first, offering personalized investment strategies and financial solutions. By getting to know clients personally and understanding their financial situation, they design approaches that reflect their unique needs and priorities. With a focus on staying on track regardless of market fluctuations, they provide the latest investment insights, tips, and strategies to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Phillip T Branch
Merrill Lynch Financial Advisor Phillip T Branch is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. Phillip has been with Merrill since 2016, bringing over four years of experience in wealth management from a regional bank in Kentucky. With a bachelor's degree in Finance and Economics and a master's in Finance from Middle Tennessee State University, Phillip focuses on preserving and growing his clients' assets to help them achieve their financial goals. He works closely with clients to set goals, track progress, and provide personalized wealth management solutions. Phillip is proficient in investing, planning, and banking, utilizing his network of professionals to address any client needs. He is dedicated to developing precise wealth management strategies tailored to each client's unique situation. Outside of work, Phillip enjoys SEC football and basketball, running, community involvement, cooking, and supporting the Tennessee Titans and Nashville Predators. As a Merrill Lynch Wealth Management Advisor, Phillip prioritizes understanding his clients' goals and designing personalized plans to help them achieve financial success. Through ongoing conversations and adjustments, he helps clients navigate life's changes and market fluctuations. With access to Merrill's investment insights and Bank of America's banking solutions, Phillip collaborates with clients to address their financial needs and pursue their goals. As a Certified Trust and Fiduciary Advisor registered in multiple states, Phillip is committed to providing personalized service and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Kari Johnson
Merrill Lynch Financial Advisor Kari Johnson, located at 222 2nd Avenue South in Nashville, Tennessee, is a finance institution that believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at Johnson Porter & Associates shares a common goal of helping you pursue your personal planning strategy, whether it's funding your children's education, ensuring your income lasts in retirement, or managing the transfer of wealth to the next generation. They aim to simplify the complexities of finance, making planning for the future an exciting journey towards reaching your goals.
Merrill Lynch Financial Advisor Cathy Lynn Bender
Merrill Lynch Financial Advisor Cathy Lynn Bender, located at 222 2nd Avenue South in Nashville, Tennessee, is a finance institution that offers personalized wealth management services. The institution is recognized by Institutional Investor magazine as one of the Top Global Research Firms in 2021. With a focus on providing thought leadership on wealth management, investment strategy, and global markets, the Chief Investment Office offers portfolio management solutions, due diligence, and solutions oversight. Cathy Bender follows the Merrill tradition of community involvement and volunteering. Merrill Personal Wealth Analysis™ is a service offered to build and document personalized financial plans centered on individual goals. By starting with a conversation, the financial advisor at Merrill Lynch Wealth Management helps clients identify and prioritize their goals, whether it's planning for retirement, funding education, or passing wealth to future generations. The Investment Personality Assessment is used to customize financial approaches based on individual investing preferences.
Merrill Lynch Financial Advisor Julie G Sandberg
Merrill Lynch Financial Advisor Julie G Sandberg is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. Supported by the global resources of Merrill, the team at this institution is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as asset allocation, diversification, and rebalancing to help clients pursue their financial goals. Registered as a Senior Wealth Management Client Associate, the financial advisors at Merrill Lynch Wealth Management focus on understanding each client's family, goals, and priorities, adapting their approach as these evolve over time. By listening to clients and collaborating with them, the advisors work to develop personalized investment and planning strategies designed to help clients achieve their most important goals. The institution also offers access to investment insights from Merrill and banking solutions from Bank of America to address clients' financial needs. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the advisors aim to create customized plans centered on clients' goals and priorities. Regular check-ins and adjustments to the financial approach are made to ensure clients remain on track to achieve their objectives. The institution also provides educational resources, webcasts, and investment insights to help clients stay informed and make informed financial decisions. With a focus on building a long-term relationship with each client, Merrill Lynch Financial Advisor Julie G Sandberg aims to help individuals and families achieve their financial goals and navigate the complexities of the financial markets.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 222 2nd Avenue South in Nashville, Tennessee, offers clients the investing insights of Merrill combined with the banking capabilities of Bank of America. The experienced financial advisors at this branch can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to develop personalized financial strategies to meet their long-term objectives. The branch is dedicated to community involvement and charitable outreach, supporting the economic, social, and cultural life of the local neighborhoods. Merrill Lynch Wealth Management provides a range of services including investment advisory, financial planning, and wealth management advice. With a focus on client relationships and individualized investment approaches, the advisors at Merrill Lynch are committed to helping clients pursue their financial and life goals. As a Merrill client, you have access to a team of skilled advisors supported by the resources of a leading global financial services firm. Whether you are a seasoned advisor or considering a career in finance, Merrill Lynch provides professional training, mentoring, and technology to support your growth. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering a broad range of services to help clients navigate the financial landscape.
Star Financial
Star Financial is a leading financial institution located at 1130 Murfreesboro Pike in Nashville, Tennessee. We specialize in providing a wide range of financial services to individuals and businesses, including banking, lending, investment, and wealth management solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Star Financial can help you reach your financial milestones.
Merrill Lynch Financial Advisor Thad B Corbin
Merrill Lynch Financial Advisor Thad B Corbin is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as asset allocation, diversification, and rebalancing to help clients pursue their financial goals. The Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management focuses on understanding each client's family, goals, and priorities to create personalized financial approaches. The institution offers investment insights, banking solutions from Bank of America, and personalized financial planning to address the unique needs of each client. Through tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with advisors to create customized plans centered on their goals. The institution also offers webcasts and resources to educate clients on investment opportunities and trends in the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thad B Corbin aims to help clients achieve their financial goals.
Alec Turgeon - Regions Financial Advisor
Alec Turgeon - Regions Financial Advisor is located at 1025 Joyce Lane in Nashville, Tennessee, United States. As a Financial Advisor for Regions Investment Solutions, Alec Turgeon focuses on providing solutions for immediate needs as well as developing a comprehensive strategy to meet long-term financial goals. With a focus on understanding both short and long-term objectives, Alec Turgeon aims to create personalized strategies to help clients achieve financial success. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation for specific investments. Regions Bank is a wholly owned subsidiary of Regions Financial Corporation. For more information or to schedule an appointment, please contact Alec Turgeon - Regions Financial Advisor.
Ryan Tracy - Regions Financial Advisor
Ryan Tracy is a Financial Advisor located at 7608 Highway 70 South in Nashville, Tennessee. As a part of Regions Investment Solutions, Ryan focuses on providing solutions for immediate financial needs while also helping clients develop a comprehensive strategy to meet long-term financial goals. With a focus on understanding both short and long-term objectives, Ryan aims to make the journey towards financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, while investment advisory services are provided through Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.
Timothy Healy - Regions Financial Advisor
Timothy Healy - Regions Financial Advisor is a finance institution located at 4410 Ridgefield Way, Nashville, Tennessee, United States. As a Financial Advisor for Regions Investment Solutions, Timothy Healy focuses on providing solutions for immediate needs while also helping clients develop a comprehensive strategy to meet long-term financial goals. With a commitment to understanding both short and long-term objectives, Timothy Healy aims to make the journey towards financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided through Regions Investment Management, Inc. Trust and investment management clients may benefit from RIM's services and strategies. Regions Bank, a wholly owned subsidiary of Regions Financial Corporation, is a Registered Investment Adviser.
Linda Thompson - Regions Wealth Advisor
Linda Thompson - Regions Wealth Advisor is a finance institution located at 181 Belle Forest Circle in Nashville, Tennessee, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific needs and goals. Linda Thompson, a Wealth Advisor at Regions Private Wealth Management in Nashville, focuses on developing a comprehensive financial plan to meet all of your financial objectives. With a team of professionals, your Regions Wealth Advisor can help maximize the return on your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be construed as investment advice. Regions Bank, the Regions logo, and the LifeGreen bike are registered trademarks. Appointment scheduling is provided by Engageware Modal. Thank you for considering Linda Thompson - Regions Wealth Advisor for your financial needs.
Joel Van Belkom - Regions Financial Advisor
Joel Van Belkom - Regions Financial Advisor is a finance institution located at 1604 21st Avenue South, Nashville, Tennessee, United States. Joel Van Belkom is a trusted Financial Advisor in NASHVILLE, TN for Regions Investment Solutions, focusing on solutions for immediate needs and long-term financial goals. With a personalized strategy to help clients achieve financial success, Joel Van Belkom aims to make the journey towards financial stability as easy as possible. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This institution provides educational and general marketing information, not as a recommendation for specific investments. Regions Bank is a wholly owned subsidiary of Regions Financial Corporation, offering appointment scheduling services through Engageware Modal. Thank you for considering Joel Van Belkom - Regions Financial Advisor for your financial needs.
Performance Trust Capital Partners
Performance Trust Capital Partners is a finance institution located at 102 Woodmont Boulevard in Nashville, Tennessee, United States. We specialize in providing strategies, tools, and insights to help institutions make confident decisions and secure their path to great performance. Our goal is to build strong relationships based on trust and deliver excellent solutions and operational services for long-term success. In today's rapidly changing financial landscape, education is key to navigating challenges and seizing opportunities. By committing to ongoing education and leveraging past performance, institutions can be better prepared to provide value to their shareholders and stakeholders.
Lee Ziady - Morgan Stanley
Lee Ziady - Morgan Stanley is a finance institution located at 3102 West End Avenue in Nashville, Tennessee. As a branch of the prestigious Morgan Stanley, we offer a wide range of financial services including investment banking, wealth management, and asset management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
Jorie Kersey - Regions Wealth Advisor
Jorie Kersey - Regions Wealth Advisor is a finance institution located at 2111 Abbott Martin Road in Nashville, Tennessee, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. Jorie Kersey, the Wealth Advisor for Regions Private Wealth Management in Nashville, focuses on developing a comprehensive strategy to meet your financial goals. With a team of professionals, your Regions Wealth Advisor can help maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is provided for educational and general marketing purposes only. Appointment Scheduler is provided by Engageware Modal. Please let us know if you have any questions. Thank you in advance for your time. Regions, the Regions logo, the LifeGreen color, and the LifeGreen bike are registered trademarks of Regions Bank.
Merrill Lynch Financial Advisor Matthew Beery
Merrill Lynch Financial Advisor Matthew Beery, located at 222 2nd Avenue South, Nashville, Tennessee, United States, offers high-quality wealth planning services to clients. Matthew, a graduate of the University of Kentucky with a degree in Accounting and Finance, is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Accredited Wealth Management Advisor designation. He specializes in areas such as investment management, retirement planning, tax sensitive asset management, and legacy planning. Matthew, along with his team at Merrill Lynch Wealth Management, focuses on building strong client relationships based on trust and personalized service. By listening to clients' goals and priorities, they develop personalized financial approaches to help them achieve their aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, Matthew works with clients to address their financial needs and goals. Whether planning for retirement, saving for a home, or funding a child's education, Matthew believes in designing and implementing personalized plans to help clients manage, grow, and preserve their wealth. By staying informed about changes in clients' lives and financial markets, the team at Merrill Lynch Wealth Management helps clients stay on track towards achieving their goals. Matthew Beery is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions. Get the latest investment insights and tips to help you live your best financial life with Merrill Lynch Financial Advisor Matthew Beery.
Merrill Lynch Financial Advisor Russell R. Jones
Merrill Lynch Financial Advisor Russell R. Jones is a finance institution located at 222 2nd Avenue South, Nashville, Tennessee, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team, supported by the global resources of Merrill, is made up of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christy, the team's Private Wealth Senior Consultant, has a background in estate planning and works to facilitate clients' tax, estate, and philanthropic planning processes. John, another advisor, helps clients address various aspects of their financial lives and works to identify long-term goals and strategies to achieve desired outcomes. The institution believes in starting every relationship with a conversation to understand clients' goals and priorities. They offer tools such as the Investment Personality Assessment to help customize financial approaches based on individual preferences. The team at Merrill Lynch Wealth Management aims to help clients pursue their goals and stay on track to achieve what's most important to them through personalized financial planning.
Merrill Lynch Financial Advisor David E Hepner
Merrill Lynch Financial Advisor David E Hepner is a finance institution located at 222 2nd Avenue South in Nashville, Tennessee, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities, helping you create a financial approach that reflects your unique needs. By utilizing research in behavioral finance, they can customize an approach to help you pursue what matters most to you. The institution offers tools to help you keep track of changes in your life and goals, ensuring that your financial approach evolves with you. They provide personalized plans and advice to help you manage, grow, and preserve your wealth while addressing fluctuations in the market and changes in your life. The goal is to help you achieve your financial goals and stay on track, regardless of market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop an approach tailored to your financial needs. The institution is dedicated to understanding you and what matters most to you, offering personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Merrill Lynch Financial Advisor David E Hepner can help you navigate the complexities of your financial life and pursue your goals.
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