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Investment and Wealth Management

Life's events can affect your financial goals and plans.  As a financial partner for families in this region for over 100 years, Sevier County Bank wants to help you be prepared.

Introducing SCB Investment & Wealth Management (SCB|IWM), qualified financial advisors are now available to help SCB customers navigate life's events with informed strategies.

"Traditional banking products are excellent investment choices, but we believe that many of our customers want the flexibility to diversify their assets. With SCB|IWM, customers can supplement their investment portfolio with a variety of products, under the guidance of a trusted advisor- all in one stop," said SCB President and CEO Matthew A. R. Converse.

SCB|IWM is based at Sevier County Bank's Main Office in downtown Sevierville.  Eric Fitzgerald, CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional, is available to meet with customers at any SCB location, or even at your home or office.  He can be reached by calling (865)366-5120 or via email.

 

Left- Jeff Foster, CFP® , Wealth Advisor and TVAMP Senior Partner
   Right- Eric Fitzgerald, CFP®, Wealth Advisor

SCB Investment & Wealth Management advisory services include:

   Financial Planning
   Income Planning
   Retirement & Estate Planning
   Risk Management
   Managed Accounts
   Variable Annuities
   Mutual Funds
   Life & Long-Term Care Insurance

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through TVAMP, a registered investment advisor. SCB – Investment & Wealth Management and TVAMP are separate entities from LPL Financial.  Insurance products offered through LPL Financial or its licensed affiliates. 

The investment products sold through LPL Financial are not insured Sevier County Bank deposits and are not FDIC insured. These products are not obligations of Sevier County Bank and are not endorsed, recommended or guaranteed by Sevier County Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, NC, ND, NJ, ND, NM, NY, OH, SC, TN, TX, VA.

About TVAMP- TVAMP was founded with the goal of assisting clients in every aspect of their financial lives.  Located in the heart of the Tennessee Valley, the firm provides the most personal service available and strives to build strong, sustainable client-advisor relationships.  They work to help create financial stability and independence for every client.  Our mission is to help build, manage, and preserve the wealth of our clients and enhance their quality of life.