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Dear Friends,

Welcome to the First Security Wealth Management Group website. Although Wealth Management Services are relatively new to this financial institution, our staff of professionals has over 100+ combined years in the trust and banking industry. Our mission statement is to strive proactively to provide solutions throughout our clients’ life cycle for wealth accumulation, wealth preservation, and wealth transfer to future generations. First Security Wealth Management Group provides our clients with a team of professionals that are responsible and accountable for every interaction they have with us. Some of the services we provide include Complimentary Financial Planning for qualifying clients, Trust Administration, Investment Management, Estate Planning, Endowments and Charitable Trusts, and Private Client Services. Investment Management Services include managed investment accounts, rollover IRAs, taxable and tax-free bond portfolios, mutal fund accounts, individual stock portfolios, and charitable accounts. We serve the entire First Security Group footprint.

Please contact us at the following phone numbers:

       Local Chattanooga phone number: (423) 756-1128
       Toll free phone number: (866) 480-3026

       Trust Services
        Sandy Chambers, Trust Manager (423) 308-6492 schambers@fsgbank.com
        Frank Lewis, Portfolio Manager (423) 308-6495 flewis@fsgbank.com
        Barbara J. Marter, Endowments and Charitable Entities (423) 763-9934 bmarter@fsgbank.com
        Debbie Frank, Trust Operations Manager (423) 308-6494 dfrank@fsgbank.com
        Linda Richardson, Trust Compliance Officer (423) 308-6493 lrichardson@fsgbank.com

       
Private Banking Services
        Robyn Thomas-McWherter, Private Client Services Manager
(423) 308-6490
rthomas@fsgbank.com
        Kim L. Krick, Private Client Services (423) 308-6491 kkrick@fsgbank.com

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