Wealth Management

Our goal is to empower our clients to make sound financial decisions through a strong trustworthy relationship and knowledgeable investment expertise. From saving for a comfortable retirement to building a lasting legacy for your loved ones, the Wealth Management Team at Franklin Synergy will support you.

Trust Services


Trust Services are provided by Franklin Synergy Bank and will work closely with your legal, tax and investment consultants to address and coordinate your wealth management needs.

Wealth Management


Our Investment Consultants can help you develop a plan from a wide variety of investment possibilities offered through Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are NOT insured by FDIC, any other government agency, or any other bank insurance; are NOT deposits or obligations of the bank; are NOT guaranteed by the bank; and are subject to risks, including the possible loss of principal. Franklin Synergy Bank and Franklin Synergy Wealth Management are independent of Raymond James Financial Services.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites of their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's uses and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James Privacy Policy