Avenue Wealth Advisors

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Lora Harris
8 years ago
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1 Avenue Wealth Advisors

2 Innovative Financial Solutions Avenue Bank provides a wide range of banking and financial tools for individuals and businesses. But the most valuable tool we offer is the kind of seasoned and pragmatic financial advice and guidance that will help you accomplish your goals and objectives. We are known for our ability to come up with creative solutions to the challenges our clients face on a daily basis. Concierge Banking Our retail banking branches offer an unparalleled level of personal banking services, where you ll have a banker, not just a bank. Plus, you ll enjoy the conveniences of cutting-edge technology, including a mobile banking app, and free ATM use anywhere, anytime. Private Client Banking We provide a higher level of service for discriminating individuals with comprehensive financial needs and a lifestyle that doesn t keep banker s hours. Mortgage Lending Our seasoned team of mortgage bankers for purchase loans or refinancing provide a degree of responsiveness and experience that is renowned. With access to multiple loan providers, you are sure to get the most competitive rate and product to meet your needs. Business Banking Avenue s superior service and experience is offered to entrepreneurs and small business owners as well. We cater to the unique needs of small businesses with dedicated Business Banking Advisors who are committed to the growth and success of their clients. Commercial Banking Our Relationship Managers excel at client service, with the experience to tap the right services to meet the needs of businesses and corporations. Avenue s Commercial Banking team is capable of executing multimillion-dollar loans, simplifying complex treasury management services such as Lockbox and Remote Deposit, and accessing the very best in technology. Your front line and operations team have always helped me feel welcome and appreciated as a client. Don, Nashville I do rave about Avenue all the time to folks and I ll keep it up! Kacky, Nashville I continue to be blown away by the personal attention. The professionalism and personal contact is untouchable by any other bank. Seab, Nashville Your bank and your people are a welcome and fresh alternative. Kevin, Nashville The difference is UN-real! Nick, Franklin Equal Housing lender Member FDIC Some services are subject to credit approval Avenue Bank

We are known for our ability to come up with creative solutions to the challenges our clients face on a daily basis.

3 A different approach to wealth management. Allow us to introduce ourselves. Avenue Bank is not like any other financial services provider around. We aren t just in Nashville. We are Nashville. This is our hometown and we re investing in the future of our community. In addition to serving the community s business and personal banking needs, Avenue Wealth Advisors offers wealth management and financial planning for individuals and corporations. It s not that options aren t available through a number of national or local providers; they are. But for the same reasons our clients choose to bank with Avenue, we believe those advantages are appealing in the wealth advisory arena as well: local management, direct access, responsiveness, and simple answers when and where you need them. Avenue is a different kind of bank, and a different kind of company. That simple but critical distinction permeates everything we do, from how we operate to how we serve the needs of our clients. And like the saying goes, different is good, especially when it comes to wealth management and financial planning. We hope you ll give Avenue Wealth Advisors the opportunity to demonstrate how the difference is real at Avenue Bank.

In addition to serving the community s business and personal banking needs, Avenue Wealth Advisors offers wealth management and financial planning for individuals and corporations.

4 Avenue Wealth Advisors What if you had one point of contact? One advisor who could serve your needs personally and, when appropriate, refer you to trusted, best-in-class providers for your specialized needs? Avenue Wealth Advisors provides just that. We offer a comprehensive range of wealth management services, utilizing in-house advisors as well as partnerships with other local providers to access the right solution for each individual client s situation. With a cadre of wealth management partners, Avenue Wealth Advisors combine the best in personal service with specialized experience for any financial need. From establishing a 401(k) and IRAs for retirement planning to complex Trust & Estate Planning or Executive Stock Option Plans, Avenue Wealth Advisors has a solution for you. So think of Avenue Bank as a financial resource not merely a bank, but a comprehensive resource that exists solely to make your financial future as successful as it can be. Suffice it to say we can meet your needs with a broad range of services. In fact, a listing is included in this brochure. And if what you need isn t on that list, we ll find a resource for you.

We offer a comprehensive range of wealth management services, utilizing in-house advisors as well as partnerships with other local providers to access the right solution for each individual client s

5 Avenue Wealth Advisors Avenue Wealth Advisors offers a comprehensive range of wealth management services, utilizing in-house advisors as well as partnerships with other local providers to offer the best solutions for each client s needs. Objective advice coupled with advanced technology helps you meet your financial objectives. Services are available to those who are clients of Avenue Bank, as well as those with no relationship. Services include: Traditional Brokerage Accounts n Equities n Exchange Traded Funds (ETFs) n Options n Fixed Income Securities Taxable Securities Non-Taxable/Municipal Securities Fee Based Asset Management Solutions n Outside Money Managers n Mutual Fund Allocation Services Wealth Management n Financial Planning n Education Planning n Trust & Estate Planning n Asset Allocation n Retirement Planning Individual Retirement Accounts Qualified Plans 401(k) Profit Sharing Defined Benefit Non-Qualified Plans Corporate & Executive Services n Stock Option Plans n Employee Stock Purchase Plans n Corporate Stock Purchase Plans n Corporate Repurchase Programs (Rule 10b-18) n Restricted and Control Stock Transactions n Stock Option Exercise n Executive Preprogrammed Trading Plans (Rule 10b5-1) n Equity Risk Management Hedging Concentrated Positions Not FDIC insured. Not deposits or other obligations of the bank and are not guaranteed by the bank. Subject to investment risk, including possible loss of principal. Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.

Services are available to those who are clients of Avenue Bank, as well as those with no relationship.

6 wealth advisors th Avenue South, Suite 250 Nashville, TN wealth advisors Corporate Office th Avenue South, Suite 400 Nashville, TN BANK Cummins Station Cool Springs Green Hills West End Bank online 24/7 at Not FDIC insured. Not deposits or other obligations of the bank and are not guaranteed by the bank. Subject to investment risk, including possible loss of principal. Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.

BANK Cummins Station Cool Springs Green Hills West End Bank online 24/7 at www.avenuenashville.com Not FDIC insured.

Welcome to. Banking in your best interest. A HELPFUL GUIDE FOR GCF BANK CUSTOMERS

Welcome to. Banking in your best interest. A HELPFUL GUIDE FOR GCF BANK CUSTOMERS Welcome to Banking in your best interest. A HELPFUL GUIDE FOR GCF BANK CUSTOMERS Welcome to Investors Bank! We re So Pleased to Welcome Our GCF Bank Customers into the Investors Bank Family! As a loyal