Lisa Humphres
Vice President, Private Client Relationship Manager
Experience
- Working in the financial services industry since 2017
- Currently focused on providing a high touchpoint for high-net-worth clients
- Provides a streamlined approach to all facets of banking by acting as a single point of contact
- Delivers a professional, strategic approach, unique to each client, regardless of their complex financial needs
- Experienced with compound portfolios, including trust and retirement planning, various investment strategies, commercial and consumer lending, as well as basic banking product offerings
Education
- Jackson Community College
- Sinclair Community College
- Vale Technical Institute
Professional Affiliations/Licenses
- FINRA Series 6, 7, 63 BrokerCheck
- State of Tennessee – Life Insurance
- Nationwide Mortgage Licensing System & Registry (NMLS) #2161522
Registered representative and agent, First Horizon Advisors, Inc.
Community Involvement
- Member, Bradley County Chamber of Commerce
- Member, Main Street Cleveland, TN
- Volunteer, United Way of Bradley County
- Volunteer, Junior Achievement of the Ocoee Region
- Volunteer, Habitat for Humanity
- Volunteer, SPCA of Bradley County
