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The Investments & Services You Need Under One Roof
Through a relationship with Raymond James Financial Services, Inc., member FINRA/SIPC, wealth management and investment services are now offered at BankTennessee. Founded in 1962, Raymond James has an established record of growth and is one of the largest and most respected firms in the United States.

"We are proud to welcome David Lofton with Raymond James to BankTennessee. With the knowledge that comes from 15 years of experience in the financial services industry, David can help you navigate the myriad of available investment options with unparalleled service and a personal commitment." - Jim Rout, president & CEO of BankTennessee

David joined Raymond James in 2004 after 7 years with Morgan Keegan. A graduate of the University of Memphis with a degree in finance, he also holds a degree in financial planning from Christian Brothers University. In 2009, David received a CERTIFIED FINANCIAL PLANNER™ designation and became a branch manager. He has also been a member of the Raymond James Executive Council since 2011.*

"From financial planning to comprehensive portfolio management, I am ready to personally help you with everything from consulting to funding a rewarding retirement. Whatever you want out of life, achieving it starts with a plan, and building that can start right now," David said.

Learn more about how you can begin planning for today and tomorrow! Click here to visit David's website, or call him at 901-316-2246.


* Membership is based on prior fiscal year production. Re-qualification is required annually.

 

 


Investment and Insurance Products:
•Are Not FDIC Insured •Not a Deposit •May Go Down in Value •Not Bank Guaranteed
Not Insured by Any Federal Government Agency

Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of BankTennessee or its affiliates, not guaranteed by BankTennessee or its affiliates, not insured by any federal government agency, and may go down in value.

NOTICE:
The bank is not responsible for and has no control over the subject matter, content, information, or graphics of the web sites that have links here. The portal and news features are being provided by an outside source - The bank is not responsible for the content. Stock information is provided for your convenience only and is not intended for trading purposes. Please contact us with any concerns or comments.