Sevierville, TN – Sevier County Bank today announced that it has entered into an agreement with a national asset management company that will provide clients more flexibility and options in pursing their financial goals.
Sevier County Bank is now working with local Tennessee Valley Asset Management Partners’ (TVAMP) professional advisors who will provide investment and wealth management services to assist customers in all facets of financial planning as SCB Investment & Wealth Management.
“Our new partners specialize in working with individuals, families, and small businesses,” said Sevier County Bank President and CEO Matthew A. R. Converse. “Clients will benefit from a comprehensive approach to money management and financial planning and have access to a universal suite of products and services.”
“While traditional banking products are critically important to our clients, we also believe that many of our clients want the flexibility to diversify assets; they want to feel comfortable and confident in an institution that offers personalized investment advice based on research, experience, and trust,” Converse said. “We understand that events occur in our clients’ lives that can affect financial goals and plans. Our goal is to strengthen client relationships by being there when they need us most,” he added.
TVAMP advisors will assist Sevier County Bank clients in coordinating traditional retail banking products with comprehensive financial planning services that address current and future needs such as investment strategies, tax planning, estate planning, insurance planning, retirement, and education planning. Eric Fitzgerald, CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor for SCB Investment & Wealth Management adds, “We are thrilled for this opportunity because it means we have a chance to make a positive impact on more people in our community. This is going to be a valuable resource for the clients of the bank and we’re excited to bring our experience in financial planning to them. Confidence in your future starts with a plan!”
SCB Investment & Wealth Management’s provides unbiased investment advice with no proprietary products. Investment decisions are made to diligently and actively manage risk according to a person’s financial goals. “We are held to the fiduciary standard. This means we put our clients’ best interest first. We always look at the big picture – not just one aspect. It’s our mission to help build, manage, and preserve the wealth of the clients of the bank. We look forward to working with the clients of Sevier County Bank.” said Jeff Foster, CFP®, Senior Partner and Wealth Advisor of TVAMP and SCB Investment & Wealth Management.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through TVAMP, a registered investment advisor. SCB Investment and Wealth Management and TVAMP are separate entities from LPL Financial.
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.