Asset and Wealth Management with Financial Planning
At Franklin Synergy Bank our advisors are committed to developing and maintaining long-lasting financial relationships. Their objective is to create a customized investment plan around your unique circumstances, life and financial goals. They will give you a peace of mind over your asset management and financial planning.
As your wealth and wealth management grows so does the complexity of your finances, which requires thoughtful consideration and a coordinated financial strategy with asset and wealth planning. They help their clients define and achieve their goals by creating a structured asset and wealth management that is periodically adjusted over time and in accordance with additional financial planning.
Their Investment Consultants are available to help you develop a financial plan from a wide variety of investment possibilities offered through Raymond James Financial Services, Inc.*
Allow the advisors at Franklin Synergy Wealth Management to accompany you on your journey to financial planning and success.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm)
and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Read the Ramond James Policy
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC 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 not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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.