Life's events can affect your financial goals and plans.
As a financial partner for individuals and families, SCB|Investment & Wealth Management wants to help you be prepared.
With thousands of options available to investors, decisions can be overwhelming. SCB|Investment & Wealth Management (SCB|IWM) helps bring clarity and confidence to our clients' lives through education and planning.
SCB|IWM's qualified wealth advisors are available to help SCB customers navigate life's events with informed strategies. You can check the background of investment professionals associated with SCB|IWM on FINRA's Brokercheck.
They work with a Variety of Clients including:
- Business Owners
- High Net Worth Individuals
- Young Professionals
Plan. Live. Retire. Give.
It takes time, experience, and research to plan for your financial future. With a trusted financial advisor as your guide, you can commit to your financial intentions and leave less to chance.
Wealth Advisors, Jesse Loveday and Jeff Foster, CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional, are available to meet with customers at any SCB location, or even at your home or office. They can be reached by calling (865) 366-5120.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
SCB Investment & Wealth Management advisory services include:
- Getting your financial house in order
- Retirement and income planning
- Investment management
- Insurance review
- Developing wealth management strategies
- Estate planning
- Tax management
- Setting up education savings
- Financial Planning
- How do I position myself to enjoy more of the things I value in life?
- Does my current allocation align with my risk tolerance?
- Will I have adequate income during retirement?
- What retirement plans should I establish for my employees?
- When should I take Social Security?
- Will my family be secure if something happens to me?
- Can I afford to send my kids to college?
- Should I consider Long Term Care insurance?
More About SCB Investment & Wealth Management
Formed in 2016, SCB Investment and Wealth Management (SCB IWM) serves Sevier County professionals by offering financial planning and investment management to help them make the most out of their assets. SCB IWM advisors can meet at any Sevier County Bank location or your business.
“We are proud to have this program available to Sevier County Bank customers. With our partnership and guidance, bank customers can strengthen their efforts to meet their financial needs and aspirations."
- Jeff Foster, CFP®, TVAMP Senior Parter, Wealth Advisor
More about TVAMP
TVAMP was founded in 2011, when three local financial advisors aligned their independent practices. TVAMP is based in Knoxville, TN. TVAMP advisors are independent, experienced, and as fiduciaries, they follow the "client's best interest first" philosophy and standard.
They can help you navigate life’s transitions and events through education and planning. You can reach TVAMP by phone, (865) 226-9982, or by email, firstname.lastname@example.org
Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Tennessee Valley Asset Management Partners, LLC (TVAMP), a registered investment advisor and separate entity from LPL Financial. Sevier County Bank and SCB Investment & Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCB Investment & Wealth Management and may also be employees of Sevier County Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sevier County Bank or SCB Investment & Wealth Management.
Securities and insurance offered through LPL or its affiliates are: