Franklin Synergy Investment Management

There is an old expression: "If you don't know where you're going, any road will lead you there." At Franklin Synergy Investment Management we are committed to developing a strategy that will help put you on the right road to financial growth and stability. You will be included in the process every step of the way so that your investment objectives are firmly established and monitored. Our goal is to create a customized investment plan around your unique set of circumstances, life and financial goals.

Allow Franklin Synergy Investment Management to accompany you on your journey to financial success.

Your Franklin Synergy Investment Management Team:
David J. McDaniel, CTFA
Senior Vice President
LPL Financial Advisor || LPL Financial

 
615.236.8370
David.McDaniel@LPL.com

John Insana, CIMA®
Vice President
LPL Financial Advisor || LPL Financial

 
615.236.8372
John.Insana@LPL.com

 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC
INSURANCE PRODUCTS OFFERED THROUGH LPL FINANCIAL OR ITS LICENSED AFFILIATES, FRANKLIN SYNERGY BANK AND FRANKLIN SYNERGY INVESTMENT MANAGEMENT ARE NOT REGISTERED BROKER/DEALERS AND ARE NOT AFFILIATED WITH LPL FINANCIAL. THE INVESTMENT PRODUCTS SOLD THROUGH LPL FINANCIAL ARE NOT INSURED FRANKLIN SYNERGY BANK DEPOSITS AND ARE NOT FDIC INSURED. THESE PRODUCTS ARE NOT OBLIGATIONS OF THE FRANKLIN SYNERGY BANK AND ARE NOT ENDORSED, RECOMMENDED OR GUARANTEED BY FRANKLIN SYNERGY 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 business with residents of the following states: TN/KY/FL.