TRUST SERVICES
We help clients create, grow, protect and preserve
wealth. Each client receives individualized planning that focuses on their needs. Our trust
professionals offer experience in the areas of estate and trust planning as well as
administration. We work closely with your legal, tax, and investment advisor to ensure all your
wealth management needs are addressed and coordinated.
Our Trust Services include:
- Testamentary Trusts
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Charitable Trusts
- Managed Agencies
- Custodial Accounts
- Estate Settlement
- Financial Planning
We are committed to providing you with the very
best personal trust services. Your relationship will be managed locally, and your trust officer
will always be available to you. To schedule an appointment or for more information, please
contact our Trust Department at 615-278-7111.
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INVESTMENT SERVICES
When it comes to investing, your goals, priorities and resources are as
individual as you are. No single investment or class of investments can
exactly meet your needs. That's why we make available a free investment
consultation to all our customers who open a Select Checking account.
Our trained Investment Consultants can help you develop a plan from a
wide variety of investment possibilities offered through Raymond James
Financial Services, Inc.*
We understand that tailoring an
investment strategy to you and your needs is about more than just
numbers. Generally it requires using a mix of investment vehicles that
have different characteristics. Some investments fluctuate more in
value, some have different tax consequences, some work in tandem with
others and some work at cross purposes. The key is to determine which
combination of investments is right for your needs. Call our Investment Department at 615-278-7110 for more information or to schedule an appointment.
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